Account Manager - Fintech Named Accounts Job at Plaid (San Francisco or New York)

Account Manager - Fintech Named Accounts

We partner with customers to help them build and scale the best applications on ...

Location

United States , San Francisco or New York

Salary:

115200.00 - 163200.00 USD / Year

Plaid

Expiration Date

Until further notice

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

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

Fulltime

Account Executive - Fintech Named

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States , New York

Salary:

154950.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

A minimum of 7+ years in a quota-carrying direct sales role, with a strong track record of attainment
Excellent prospecting, qualifying, and negotiating skills
consultative sales approach with a customer-centric mindset
Working knowledge of APIs and a desire to understand how Plaid works 'under hood'
Professional yet relaxed communication style, with the ability to break-down complex concepts and explain them in simple terms to both technical and non-technical stakeholders
Ability to engage stakeholders at all levels of an organization

Job Responsibility

Build close customer relationships and identify business value and impact of Plaid across your territory of accounts
Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions
Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod
Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome
Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks
Identify opportunities for Plaid solutions to deliver value, with both existing and prospective high-growth Fintech customers
Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota
Own the end-to-end sales cycle and coordinate efforts from sales engineers, product specialists, and other team members throughout the sales process
Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion
Manage pipeline and accurately forecast deal value and win probability

Fulltime

Account Executive - Named Enterprise

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States , New York

Salary:

154950.00 - 165000.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

Significant experience (10+ years of quota-carrying experience) in a new-revenue role
Strong track record of closing enterprise-level deals (5+ years focused on enterprise customers) with large target customers
Ability to sell a technical solution to a business buyer — develop and sell in the value story at the executive level
Strong prospecting, qualifying, and negotiating skills
Consultative sales approach with a product-centric mindset
Experience working with sales development and deploying a territory or vertical focused revenue strategy
Interest in financial services products and a desire to create strategic relationships that help our customers succeed
Excitement to work in a high-growth environment and to help build processes and tools as needed

Job Responsibility

Build executive relationships and identify business value and impact of Plaid across your territory of accounts
Focus on a named account book of business with very high revenue potential per account, and a curated territory size
Go deep and wide in prospect accounts to build support for adopting Plaid
Deeply understand Plaid’s business value and technology advantage
Win as a team — in partnership with outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod

What we offer

Equity
Commission
Medical
Dental
Vision
401(k)

Fulltime

Account Executive - Fintech Named

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States , San Francisco

Salary:

154950.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

A minimum of 7+ years in a quota-carrying direct sales role, with a strong track record of attainment
Excellent prospecting, qualifying, and negotiating skills
consultative sales approach with a customer-centric mindset
Working knowledge of APIs and a desire to understand how Plaid works 'under hood'
Professional yet relaxed communication style, with the ability to break-down complex concepts and explain them in simple terms to both technical and non-technical stakeholders
Ability to engage stakeholders at all levels of an organization

Job Responsibility

Build close customer relationships and identify business value and impact of Plaid across your territory of accounts
Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions
Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod
Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome
Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks
Identify opportunities for Plaid solutions to deliver value, with both existing and prospective high-growth Fintech customers
Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota
Own the end-to-end sales cycle and coordinate efforts from sales engineers, product specialists, and other team members throughout the sales process
Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion
Manage pipeline and accurately forecast deal value and win probability

Fulltime

Named Credit Account Executive

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States

Salary:

117762.00 - 165000.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

A minimum of 7+ years in a quota-carrying direct sales role, with a strong track record of attainment
Excellent prospecting, qualifying, and negotiating skills
consultative sales approach with a customer-centric mindset
Working knowledge of APIs and a desire to understand how Plaid works 'under the hood'
Professional yet relaxed communication style, with the ability to break-down complex concepts and explain them in simple terms to both technical and non-technical stakeholders
Ability to engage stakeholders at all levels of an organization, without being perceived as ‘salesy’

Job Responsibility

Identify opportunities for Plaid solutions to deliver value, with both prospective high-growth and existing lending customers
Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota
Own the end-to-end sales cycle and coordinate efforts from sales engineers, product specialists, and other team members throughout the sales process
Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion
Manage pipeline and accurately forecast deal value and win probability
Develop a deep understanding of Plaid solutions and apply this knowledge by identifying how each customer can leverage our technology to achieve their unique goals and objectives

Fulltime

Menu Design and Development Specialist

The Menu Design & Development Specialist leads the configuration, optimization, ...

Location

Mexico , Mexico City

Salary:

22300.00 MXN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

Advanced proficiency in Microsoft Office, Google Suite, and spreadsheet tools for analysis and reporting
Strong analytical, problem-solving, and troubleshooting abilities for complex POS configurations
Calm and effective under pressure, with excellent organizational and prioritization skills
Exceptional written and verbal communication
multilingual ability is a plus
Proven success in client-facing consultation and technical implementation roles
Deep understanding of restaurant operations, menu design, and technology integration
Experience managing multiple client projects simultaneously
Ability to collaborate effectively with cross-functional stakeholders (Sales, Product, Engineering, Support)
Experience mentoring junior specialists or onboarding new team members

Job Responsibility

Lead advanced client consultations to gather requirements and provide expert POS guidance
Design and implement complex menu configurations and backend system updates
Ensure data integrity and consistent naming conventions across integrated software platforms
Troubleshoot and resolve complex software and configuration issues, escalating as needed
Maintain accuracy across all software integrations and updates
Demonstrate mastery of Menu Team processes, standards, and best practices
Collaborate cross-functionally with Sales, Product, and Support teams to deliver seamless client experiences
Manage and prioritize escalated tickets, providing timely, high-quality resolutions
Partner with Account Executives and Sales Managers to ensure process compliance and system alignment
Mentor and train Level 1 specialists, supporting their technical development and performance growth

What we offer

Food Vouchers: $1,500.00 MXN per month
Comprehensive Benefits: Law benefits, SGMM, Dental Insurance, Life Insurance
Perks: Total Pass (gym membership), Career Development & Growth Opportunities

Fulltime

New

Hse Coordinator

The HSE Coordinator will support the HSE team in implementing and maintaining he...

Location

United States , Milford

Salary:

29.00 - 32.00 USD / Hour

Bureau Veritas Certification CZ, s.r.o.

Expiration Date

Until further notice

Requirements

Bachelor's degree in Occupational Health and Safety, Environmental Science, Engineering, Business Administration, or related field OR associate degree with strong interest in HSE career path
Strong written and verbal communication skills
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Good organizational and time management abilities
Attention to detail and accuracy
Basic computer literacy and willingness to learn new software
Ability to follow instructions and procedures
Eager to learn and develop HSE expertise
Proactive and takes initiative
Team player with positive attitude

Job Responsibility

Administrative Support
Assist in maintaining HSE documentation, records, and filing systems
Update and distribute safety procedures and policies
Prepare reports, presentations, and correspondence
Maintain training records and certification databases
Schedule HSE meetings, inspections, and training sessions
Safety Support Activities
Site inspections and audits with senior HSE oversight
Help conduct workplace safety walkthroughs and observations
Assist in incident investigations and documentation

Fulltime

New

Business Development Specialist I

The Business Development Specialist is responsible identifying potential new cus...

Location

United States , Remote

Salary:

60000.00 - 70000.00 USD / Year

Bureau Veritas Certification CZ, s.r.o.

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Business Administration or closely related field
Minimum of 2 year(s) of experience in a business environment preferably in direct selling, sales management or sourcing management within the consumer products industry (retailer, brand or importer)
Minimum of 2 year(s) of experience in consumer products businesses
Analytical and creative in mining new business, overcoming obstacles and closing deals
Competitive, positive and have an outgoing personality
Ability to work with a wide variety of people and communicate effectively
Ability to negotiate and sell relevant services
Research skills for prospecting new clients and territories
Must be personable and work well independently, as well as in a team environment
Develop an understanding and general competency in areas of regulations, standards, and compliance requirements relating to the consumer products market

Job Responsibility

Generate new sales with clients and prospects
Source new sales opportunities through inbound lead follow up and outbound cold calls and emails
Prospect for client meetings to introduce services – Region: US, Europe and Canada
Generate leads and have an active prospect 'pipeline' with a minimum total wallet of $500k
Identify cross-selling opportunities to generate new and additional revenue
Route qualified, insourcing or special project opportunities to the correct KAM for further development and closure
Close sales and achieve quarterly goals
Understand and demonstrate products and services to prospective clients
Define and develop with client an understanding of client's needs, objectives, and expectations related to compliance, safety and quality and match these to CPSD's services and capabilities
Develop strong client relationships including day-to-day contact up through multiple levels

Fulltime

Account Manager - Fintech Named Accounts

Plaid

Location:
United States , San Francisco or New York

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 11, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Account Manager - Fintech Named Accounts

Account Manager - Fintech Named Accounts

Account Executive - Fintech Named

Account Executive - Named Enterprise

Account Executive - Fintech Named

Named Credit Account Executive

Menu Design and Development Specialist

Hse Coordinator

Business Development Specialist I

Account Manager - Fintech Named Accounts

Plaid

Location:United States , San Francisco or New York

Category:Sales

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 11, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Account Manager - Fintech Named Accounts

Account Manager - Fintech Named Accounts

Account Executive - Fintech Named

Account Executive - Named Enterprise

Account Executive - Fintech Named

Named Credit Account Executive

Menu Design and Development Specialist

Hse Coordinator

Business Development Specialist I

Location:
United States , San Francisco or New York

Category:
Sales

Contract Type:
Not provided

Job Posted:
December 11, 2025