10+ years in client-facing, technology-focused roles, preferably with enterprise customers.
Proven ability to manage complex customer relationships and develop technical strategies for success.
Strong technical foundation in APIs, databases, and system architecture; familiarity with Postman and SQL is a plus.
Excellent communication and project management skills, able to simplify complex concepts for diverse audiences.
Demonstrated ability to build trusted relationships with technical decision-makers and collaborate across teams.
Proactive problem solver with strong troubleshooting skills, able to navigate ambiguity and competing priorities.
Responsibilities
Serve as the technical expert for Plaid's strategic Enterprise customers, aligning their business goals with Plaid's offerings.
Own post-sales technical strategy, ensuring mutual roadmaps are understood and communicated effectively.
Identify opportunities to optimize customer integrations and drive adoption of new technical features, linking to measurable outcomes.
Build and maintain relationships with technical stakeholders, from engineers to C-level executives.
Translate customer feedback into actionable product insights for internal teams, aligning business and product priorities.
Act as the escalation point for technical incidents beyond standard support channels.
Collaborate with account managers to define and track quarterly technical account goals that enhance product adoption.
Benefits
Comprehensive medical, dental, and vision plans.
401(k) retirement plan.
Equity and commission opportunities based on position.
Support for building a diverse and equitable financial ecosystem.
Full Job Description
This is a strategic, high-impact technical leadership position. You'll own the long-term technical success of some of the most innovative Enterprise companies in the world, influencing how millions of users experience financial connectivity. You will be a product expert in Plaid's offerings, owning many customer relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings. You'll be the technical voice and advocate for your customers internally, helping to shape Plaid's product direction based on real-world feedback and impact. You will work in partnership with Account Managers and several other cross-functional teams to be the primary driver of the design and execution of technical strategies that help our customers achieve their goals. Responsibilities
Work with Plaid's most strategic Enterprise customers as their technical expert, helping them use Plaid to meet their business and technical goals
Own the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated
Proactively identify opportunities to optimize customer integrations and drive adoption of Plaid's newest technical features, tying each to measurable outcomes such as increased conversion, error reduction, or expanded coverage
Build and maintain relationships with technical stakeholders at every level, from engineers to CPOs and CTOs
Advocate for customers by translating their feedback into product insights for internal teams, and partner with key stakeholders to align their business and product priorities with Plaid's
Serve as the escalation point for technical incidents or issues that surface beyond normal Plaid support channels
Collaborate with account managers to define, track, and deliver quarterly technical account goals that grow product adoption and customer value
Qualifications
10+ years of experience in client-facing, technology-focused roles that combine business expertise and technical acumen; experience working with enterprise customers strongly preferred.
Proven ability to independently manage complex customer relationships and develop technical strategies that drive adoption, customer success, and measurable business outcomes.
Strong technical foundation across APIs, databases, system infrastructure, and architecture; experience with tools such as Postman, SQL, and monitoring/logging platforms is a plus.
Excellent communication and project management skills, with the ability to translate complex technical concepts for both technical and non-technical audiences and connect solutions to business objectives, KPIs, and revenue outcomes.
Demonstrated ability to build trusted relationships and influence technical decision-makers and stakeholders at all levels, including executives, while collaborating effectively across cross-functional teams.
Proactive, customer-first problem solver with strong troubleshooting skills and the ability to navigate ambiguity, escalations, competing priorities, and unexpected roadblocks under pressure.
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.