FinTech Account Manager - Territory

Plaid
New York, San Francisco
Workplace: HybridFull timeUSD 148,800 - 176,400 annuallyFunction: Customer Success & Account ManagementExperience: 4-8 yearsSkills: ["Customer empathy","Relationship building","Executive communication","Negotiation","Creative problem-solving"]

Own and grow a portfolio of customers in a fast-growing segment by building relationships with C-suite and Product teams. Exceed revenue targets through upsell opportunities and lead contract renewals and commercial negotiations. Support customers as they integrate and launch with Plaid, solving complex challenges cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.

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Plaid
Plaid
2 days ago

FinTech Account Manager - Territory

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Own and grow a portfolio of customers in a fast-growing segment by building relationships with C-suite and Product teams. Exceed revenue targets through upsell opportunities and lead contract renewals and commercial negotiations. Support customers as they integrate and launch with Plaid, solving complex challenges cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.
Location: New York, San Francisco
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 the fastest growing customer segment.
  • •Build strong relationships with C-suite and Product teams to retain and grow revenue.
  • •Own and exceed revenue targets by identifying and closing new upsell opportunities and leading renewals negotiations.
  • •Help customers integrate and launch on Plaid.
  • •Solve complex customer challenges through cross-functional collaboration with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.

Pay and Benefits

Salary: USD 148,800 - 176,400 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •4-8 years of account management and sales experience.
  • •Customer empathy and a desire to see customers succeed.
  • •Some familiarity with financial services and technical products, with a high degree of intellectual curiosity.
  • •Strong sales experience (negotiation/value-selling) and retention/termination-save tactics.
  • •Executive-level written and verbal communication skills, including relationship building with internal and external executives.
Experience:4-8 yearsFintechFinancial servicesTechnical products
Skills:Customer empathyRelationship buildingExecutive communicationNegotiationCreative problem-solving
Tech Stack: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