Account Manager - Fintech Named Accounts Jobs

Plaid

Location:
United States, San Francisco or New York

Category:
Sales

Contract Type:
Not provided

Salary:

115200.00 - 163200.00 USD / Year

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Job Description:

We partner with customers to help them build and scale the best applications on top of Plaid. Plaid is looking for an experienced customer-facing professional to manage and grow our client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long-term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients. You will be the primary point of contact for your customers and will work with them on all stages of integration, scaling, product expansion, and partnership management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data.

Job Responsibility:

Own overall relationship with customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
Manage partnership, commercial, and technical initiatives
develop and implement strategies that increase existing and new product adoption, engagement, and growth at scale to drive revenue
Lead key partnership initiatives including ongoing checkpoints, quarterly business reviews, and technical escalations
identifying critical goals and key performance indicators to clearly understand and measure client satisfaction
Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications
Enable successful and consistent renewals to maintain existing segment revenue, as well as identify and execute on new growth opportunities with customers in support of the Sales team
Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights
partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s
Partner and collaborate with internal cross-functional counterparts such as Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers

Requirements:

7+ years of relationship management experience with large organizations or strategic customer portfolios in financial services or technology industries
Ability to collaborate closely with Plaid’s technical teams to ensure customer application launches are timely and successful
previous B2B technology experience is a strong plus
Ability to partner with Sales teams to drive successful outcomes for Plaid customers
previous deal experience strongly preferred
A strong business generalist with an acute product sense and ability to drive revenue growth
Ability to quickly understand new technologies and complex concepts
Ability to solve complex customers challenges through creative problem solving and collaboration with cross-functional teams
Interest in financial services and technical products
grit, enthusiasm, and a high degree of intellectual curiosity

Nice to have:

previous B2B technology experience
previous deal experience

Additional Information:

Job Posted:
December 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Account Manager - Fintech Named Accounts