Plaid

FinTech Account Manager - Territory

Plaid$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-8 years of experience in account management and sales.
  • Strong customer empathy and a commitment to customer success.
  • Technical aptitude with a willingness to learn Plaid's APIs.
  • Familiarity with financial services and technical products; must be intellectually curious.
  • Eager to thrive in a dynamic, growing environment and contribute to process development.
  • Ability to establish and nurture relationships with diverse stakeholders.
  • Proven sales skills, particularly in negotiation and value-selling.
  • Exceptional communication skills, both written and verbal, suitable for executive engagement.

Responsibilities

  • Manage and nurture relationships with key customers in a high-growth segment.
  • Establish lasting connections with C-Suite executives and product teams to drive revenue growth.
  • Achieve and surpass revenue goals by identifying upsell opportunities and leading contract negotiations.
  • Assist customers with the integration and launch process using Plaid.
  • Collaborate cross-functionally to resolve complex customer challenges.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • 401(k) plan with employer contributions.
  • Opportunities for equity participation in the form of stock options or commission.
Full Job Description


Qualifications
  • 4-8 years of 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.
  • 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.
  • Ability to work with all types of people and build long-lasting relationships.
  • Strong Sales experience (negotiation/value-selling).
  • Executive level communication skills - written and verbal.
  • Relationship building (understand how to leverage internal/external executives, product, etc).
  • Retention and Termination-save tactics.

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

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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