Plaid

Scaled Account Manager

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

Qualifications

  • 3-5 years of client-facing experience (e.g., account management, customer success, consulting, or operations)
  • Empathetic approach towards customer needs and success
  • Ability to navigate ambiguity and establish new processes
  • Interest in financial services and technical products
  • Enthusiastic about working in a high-growth environment
  • Strong relationship-building skills across diverse groups
  • Analytical mindset with comfort in data and reporting

Responsibilities

  • Manage 150+ European SMB accounts as the primary point of contact
  • Facilitate activation for accounts that are signed but not live
  • Conduct business reviews and health check-ins for key customers using data analysis
  • Identify upselling opportunities through data insights and customer interactions
  • Oversee renewals process including pricing and contract details
  • Create scalable processes for onboarding, activation, and escalation management
  • Coordinate technical escalations with Support and Customer Engineering teams

Benefits

  • Comprehensive medical, dental, and vision plans
  • 401(k) plan available
  • Equity options may be included
  • Support for a diverse and equitable workplace
Full Job Description
The European Account Management team at Plaid owns the post-sales relationship for every customer in our European book.

We drive product adoption, revenue growth, and long-term retention. We work cross-functionally with Sales, Product, and Customer Engineering to ensure our customers get maximum value from the Plaid platform.

We act as partners, advisors, and advocates for our customers.

Our mission is to build scalable commercial infrastructure that supports a rapidly growing European customer base.

Plaid is looking for an analytically minded, process-oriented Account Manager to support our European SMB book. The right candidate can manage volume through structure, diagnose activation blockers independently, and develop the repeatable workflows that let the team scale.

You will be the primary point of contact for your accounts. Your day-to-day covers activation, renewals, upsells, health monitoring, and escalation triage. The processes you build are as important as the individual conversations you have.

Responsibilities:
  • Own 150+ European SMB accounts, serving as the primary contact.
  • Drive activation for signed-not-live accounts.
  • Run business reviews and health check-ins for tier one customers. Monitor usage data via Databricks to flag churn risk and accounts below minimums.
  • Identify upsell opportunities from the data and customer engagements
  • Manage renewals end to end: pricing, contract adjustments, billing coordination via Tesorio.
  • Develop repeatable processes (onboarding cadences, activation playbooks, escalation workflows) that scale with the growing book. Triage technical escalations with Support & Customer Engineering.

Qualifications:
  • 3-5 years of client-facing experience (account management, customer success, consulting, or operations).
  • Customer empathy and genuine desire to see customers succeed.
  • Comfort with ambiguity and building process from scratch.
  • Interest in financial services and technical products; a high degree of intellectual curiosity.
  • Excitement to work in a high-growth environment and build processes and tools as needed.
  • Ability to work with all types of people and build productive working relationships.
  • Analytical mindset: comfortable with data, reporting, and structured prioritisation.

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 doesnt 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, candidates 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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