Account Management Lead - SMB

Plaid
New York, San Francisco
Workplace: HybridFull timeUSD 213,600 - 289,200 annuallyFunction: Administration & Executive AssistanceExperience: 8+ yearsSkills: ["Communication","Leadership","Analytical skills","Stakeholder management","Relationship building"]

Lead Plaid’s SMB account management organization by managing and growing the SMB customer base and setting the vision and strategy for long-term partnerships. Hire, recruit, and develop a team of account managers, collaborate cross-functionally with product and go-to-market teams, and drive upsell/cross-sell revenue, renewals, and operational efficiency. Partner with C-level stakeholders to build enduring customer relationships in a fast-paced, high-growth environment.

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Plaid
Plaid
3 months ago

Account Management Lead - SMB

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Last checked: 2 hours agoStatus: Live

Job Summary

Lead Plaid’s SMB account management organization by managing and growing the SMB customer base and setting the vision and strategy for long-term partnerships. Hire, recruit, and develop a team of account managers, collaborate cross-functionally with product and go-to-market teams, and drive upsell/cross-sell revenue, renewals, and operational efficiency. Partner with C-level stakeholders to build enduring customer relationships in a fast-paced, high-growth environment.
Location: New York, San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Recruit, hire, and develop a world-class account management team to support fast-growing SMB customers and deliver revenue targets.
  • •Motivate and inspire team members to support personal and professional career growth.
  • •Engage directly with C-level executives internally and externally to build and maintain customer relationships.
  • •Build and execute strategy to drive upsell/cross-sell revenue and renewals at scale, and operationalize processes to improve team efficiency.
  • •Collaborate with leadership and cross-functional partners to set direction for the SMB team and Plaid as a whole.

Pay and Benefits

Salary: USD 213,600 - 289,200 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •8+ years of experience, ideally 3+ years managing a revenue-driving team.
  • •Proven track record driving revenue through account management at a technology company, working with SMB or financial services clients.
  • •Experience in new customer acquisition and install-base account management, preferably in a hyper-growth environment.
  • •Excitement for recruiting, onboarding, and coaching, with a thoughtful approach to team planning and development.
  • •Strong ability to articulate technical and financial value propositions, with strong analytical and communication skills.
Experience:8+ yearsFintechFinancial services
Skills:CommunicationLeadershipAnalytical skillsStakeholder managementRelationship building

Company Brief

Plaid
Provides APIs that enable applications to connect with users’ bank accounts, verify financial data, and power payment and account verification workflows for fintechs and financial services companies.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: San Francisco, United States
Founded: 2013
WebsiteLinkedIn