Plaid

Technical Account Manager, Financial Institution Partnerships

Plaid$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years in a client-facing or technology-focused role combining business and technical expertise
  • Proven experience in managing external relationships independently
  • Strong project management and communication skills, capable of simplifying complex technical details
  • In-depth understanding of APIs, databases, and system architectures
  • Self-starter with initiative and excellent problem-solving abilities
  • Collaborative team player with the ability to influence and adapt processes across teams
  • Proficient in working under pressure and managing unexpected challenges

Responsibilities

  • Lead the technical strategy and roadmap for partnerships with financial institutions and fintechs
  • Gather and address requests from Product teams for various activities like discovery sessions and beta testing
  • Develop and execute integration roadmaps with Partnership Managers to drive strategic priorities
  • Scope, build, and launch new API integrations
  • Act as the liaison between Plaid engineering, product teams, and data partners to resolve critical customer-impact issues
  • Communicate technical updates and roadmap changes to ensure proper planning and resource allocation
  • Provide technical direction and insights for institution integrations and products
  • Cultivate relationships with technical stakeholders, ensuring their needs and objectives are met
  • Promote innovation and adoption of Plaid solutions within partner organizations
  • Serve as the escalation point for significant technical incidents during high-impact situations
  • Identify opportunities aligned with account management strategies and overall company objectives

Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401(k) retirement plan
  • Opportunities for equity and commission based on position
  • Supportive organizational culture fostering diversity and inclusion
  • Encouragement for candidates from diverse backgrounds, welcoming unique experiences
Full Job Description
The Data Partnerships team mission is to enable Data Partners (DPs) of all sizes to make data sharing reliable, secure, and valuable for everyone in the open finance ecosystem. By partnering with DPs, we help Plaid create great products for our customers and empower people to expand their access to and use of financial services - wherever and however they choose. The Fintech & Regional Segment within the Data Partnerships organization manages complex and dynamic relationships with high growth fintechs and established financial institutions.

You will be a highly visible technical and product expert in Plaid's offerings (both for data partners and Plaid customers), learning and knowing how to work with and leverage Plaid products on both sides of the network. You will own many Data Partner relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings. You will collaborate with Partnership Managers and several other cross-functional teams, and you will be the primary driver to design and execute technical strategies that build trust with our Data Partners.

Responsibilities
  • Lead the technical strategy and roadmap with financial institutions and fintechs. Identify key areas of improvement for all enterprise API integrations
  • Intake requests from Product teams regarding discovery sessions, beta testing, and product launches
  • Work with Partnership Managers to develop the "integration roadmap" / overall account plan and execute on strategies to drive those priorities
  • Complete technical scoping, build and launch new API integrations
  • Be the connective tissue between Plaid engineering, Plaid product teams, and data partners for all issues with outsized customer impact across all integration types.
  • Document and communicate those technical and roadmap updates to necessary teams allowing Plaid to accurately adjust our planning and resources
  • Provide clear technical direction on all aspects of Plaid's institution integrations and products
  • Establish and own external relationships with multiple levels of technical stakeholder from Engineers to CPOs / CTOs by validating and documenting their technical needs, business objectives, and metrics
  • Be an advocate for innovation and early adoption of Plaid products / solutions available to fintechs and financial institutions
  • Serve as the escalation point for technical incidents or issues that have surfaced higher than normal impact across Plaid support channels
  • Help uncover additional opportunities that are aligned with our account management strategy and company goals


Qualifications
  • 6+ years of experience in a client-facing and / or technology-focused role where business experience and technical acumen was combined
  • Experience managing external relationships independently and building / executing technical strategies to make partners/clients successful with new technologies
  • Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences alike, simplifying complexities in a concise / clear manner
  • Have a deep / thorough understanding of APIs, databases, system infrastructures, and architecture
  • Self-starter who takes initiative and possess strong troubleshooting skills with an ability to use deductive and inductive reasoning to guide customers through complex or escalated issues
  • Ability to collaborate cross-functionally with different teams, levels of seniority, and influence structure / process to ensure everyone can meet their goals and timelines
  • Ability to work under pressure, deadlines and navigate unexpected roadblocks


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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