Plaid

FinTech Account Manager - Named

Plaid$125K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in technology account management with a focus on meeting sales quotas.
  • Exceptional organizational skills for managing multiple projects with diverse stakeholders.
  • Strong written and verbal communication tailored for executive audiences.
  • Proficient in building relationships with executives and cross-functional teams.
  • Experience in contract negotiation and value-based selling techniques.
  • Skills for customer retention and effective termination strategies.
  • Technical aptitude with a willingness to learn about Plaid's APIs.
  • Empathy for customer needs and a commitment to their success.
  • Some knowledge of financial services and technology; curiosity is essential.
  • Desire to thrive in a dynamic, high-growth environment.

Responsibilities

  • Manage relationships with key customers in a rapidly growing segment.
  • Cultivate partnerships with customer executives, product, and engineering teams for revenue growth.
  • Achieve and surpass revenue targets through upselling and contract negotiations.
  • Assist customers with the integration and launch process on Plaid.
  • Address complex customer issues by collaborating with various departments.

Benefits

  • Comprehensive medical coverage including dental and vision.
  • 401(k) retirement plan available.
  • Opportunities for additional compensation through equity and commissions.
  • Supportive work culture aimed at fostering diversity and inclusivity.
Full Job Description
Qualifications:
  • 7+ years of quota carrying software or technology account management experience.
  • Strong attention to detail, organizational skills, prioritization and management of multiple cross-functional work streams across internal and external stakeholders.
  • Executive level communication skills - written and verbal.
  • Relationship building (understand how to leverage internal/external executives, product, etc).
  • Strong Commercial/Sales experience (contract negotiation, value-selling).
  • Customer retention and termination-save tactics.
  • Desire to get technical and the ability to learn the ins and outs of Plaid's APIs.
  • Customer empathy and deep desire to see customers succeed.
  • Some familiarity 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.


Responsibilities:
  • Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment.
  • Build strong relationships with customer C-Suite, Product and Engineering teams to retain and grow revenue.
  • Own and exceed revenue growth 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.

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

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