FinTech Account Manager - Named

Plaid
San Francisco, New York
Workplace: HybridFull timeUSD 171,600 - 214,800 annuallyFunction: Customer Success & Account ManagementExperience: 7+ yearsSkills: ["Attention to detail","Organizational skills","Prioritization","Executive communication","Relationship building","Commercial negotiation","Customer empathy","Cross-functional collaboration","Problem-solving"]

Own and grow a portfolio of named customers in Plaid’s fastest-growing segment, building executive relationships with customer C-suites, product, and engineering teams. Drive revenue growth by exceeding targets, identifying upsell opportunities, and leading commercial negotiations for contract renewals. Help customers integrate and launch Plaid, solving complex challenges through cross-functional collaboration across Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.

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Plaid
Plaid
2 days ago

FinTech Account Manager - Named

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Job Summary

Own and grow a portfolio of named customers in Plaid’s fastest-growing segment, building executive relationships with customer C-suites, product, and engineering teams. Drive revenue growth by exceeding targets, identifying upsell opportunities, and leading commercial negotiations for contract renewals. Help customers integrate and launch Plaid, solving complex challenges through cross-functional collaboration across Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.
Location: San Francisco, New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own and manage relationships with a portfolio of customers in Plaid’s fastest-growing segment.
  • •Build relationships with customer C-suite, Product, and Engineering teams to retain and grow revenue.
  • •Exceed revenue growth targets by identifying and closing new upsell opportunities and leading contract renewals negotiations.
  • •Help customers integrate and launch on Plaid.
  • •Solve complex customer challenges through creative problem solving with cross-functional teams (Sales, Risk, Legal, Finance, Commercial, Marketing, Business Operations).

Pay and Benefits

Salary: USD 171,600 - 214,800 annually
Perks:MedicalDentalVision401k

Key Requirements

  • •7+ years of quota-carrying software or technology account management experience.
  • •Ability to manage multiple cross-functional workstreams and prioritize effectively across internal and external stakeholders.
  • •Executive-level written and verbal communication skills.
  • •Proven relationship building and commercial/sales experience including contract negotiation and value-selling.
  • •Desire to get technical and learn Plaid APIs, with strong customer empathy and success orientation.
Experience:7+ yearsFintechTechnology account managementFinancial services
Skills:Attention to detailOrganizational skillsPrioritizationExecutive communicationRelationship buildingCommercial negotiationCustomer empathyCross-functional collaborationProblem-solving
Tech Stack:APIsPlaid APIs

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