Plaid

FinTech Account Manager - Named

Plaid$90K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of quota-carrying account management experience in software or technology
  • Proven track record of account management and sales success
  • Strong customer empathy and a commitment to customer success
  • Technical proficiency with an aptitude for learning Plaid's APIs
  • Interest in financial services and technology with intellectual curiosity
  • Adaptability to a fast-paced, changing environment and enthusiasm for process-building
  • Ability to connect with diverse stakeholders and build lasting relationships

Responsibilities

  • Own and manage relationships within a portfolio of top-tier customer accounts
  • Cultivate partnerships with C-Suite and Product teams for revenue growth and retention
  • Meet revenue targets by identifying upsell opportunities and lead contract renewal negotiations
  • Assist customers through integration and product launch on Plaid's platform
  • Address complex customer challenges by coordinating efforts across multiple teams

Benefits

  • Work in a mission-driven company aiming to unlock financial freedom
  • Join a diverse team focused on equity in the financial ecosystem
  • Opportunity to take initiative in a high-growth environment and shape processes and tools
  • Engaging work culture that values both work and lived experiences
  • Support for professional growth and development opportunities
Full Job Description
The Account Management team in Plaid's Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to shape how consumer and business interactions with their finances will drastically improve in the coming years.

Plaid is looking for an experienced customer-facing professional to manage and grow our client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long-term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients.

The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and cross-functionally to drive solutions for customers.

You will be the primary point of contact for your customers and will work with them on all stages of integration, scaling, product expansion, and partnership management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data.

Responsibilities
  • Own the overall relationship with your portfolio of customers in our fastest growing customer segment.
  • Build relationships with the C-Suite and Product teams to grow and retain revenue.
  • Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals.
  • Help customers integrate and launch on Plaid.
  • Solve complex customer challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.


Qualifications
  • 6+ years of quota carrying software or technology account management experience
  • Demonstrated account management and sales experience.
  • Customer empathy and deep desire to see customers succeed.
  • Desire to get technical and the ability to learn the ins and outs of Plaid's APIs.
  • Interest in financial services and technical products; a high degree of intellectual curiosity.
  • Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed.
  • Ability to work with all types of people and build long-lasting relationships.

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

About Plaid

Plaid is a financial services company based in New York City. The company builds a technology platform, which enables applications to connect with users' bank accounts. Plaid focuses on enabling consumers and businesses to interact with their bank accounts, check balances, and make payments through financial technology applications. The company was founded in 2013 by Zach Perret and William Hockey. In January 2020, Visa announced that it would acquire Plaid for $5.3 billion. The acquisition was completed in January 2021.
Learn more about Plaid
Size
600 employees
Industry
Founded
2011

Similar Jobs

More Jobs at Plaid

More Finance & Insurance Jobs

Find similar FinTech Account Manager - Named jobs: