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Account Manager - Banking and Wealth

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Plaid

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Location:
United States , San Francisco

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Category:
Sales

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Contract Type:
Not provided

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Salary:

115200.00 - 136320.00 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. The Plaid Account Management team in the Banking & Wealth Segment leverages our deep technical, product, and industry knowledge to help our banking, wealth, and insurance cohort of customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to help shape how consumers and businesses interact with their finances. Plaid is looking for an experienced customer-facing professional to manage and grow our relationships with a portfolio of high-potential, strategic customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives, and key drivers, and is solutions oriented. In this role, 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 owning and growing revenue (cross-selling, up-selling, increasing product utilization, and senior stakeholder management).

Job Responsibility:

  • Own the overall relationship with our banking, wealth, and insurance customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
  • Manage partnership, commercial, and technical topics
  • develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue
  • Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals
  • Be a strategic advisor and product consultative guidance on Plaid and industry best practices as customers build and scale their applications
  • 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 Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering, Product, and Business Operations

Requirements:

  • 3+ years of quota carrying account management experience
  • ideally with large enterprise organizations
  • Ability to collaborate closely with Plaid’s technical team to ensure customer launches are timely and successful
  • previous B2B technology experience is a strong plus
  • Deep customer empathy and desire to see our customers succeed
  • Ability to quickly understand new technologies and become a subject matter expert in Plaid’s APIs in order to convey complex information simply to our customers
  • Interest in financial services and technical products
  • grit, enthusiasm, and a high degree of intellectual curiosity
  • Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed
  • Adaptable and capable of working with all types of people and roles to build long-lasting relationships

Nice to have:

previous B2B technology experience is a strong plus

What we offer:

medical, dental, vision, and 401(k)

Additional Information:

Job Posted:
January 10, 2026

Employment Type:
Fulltime
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