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Account Manager - Fintech Named Accounts

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Plaid

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Location:
United States , San Francisco or New York

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Category:

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Contract Type:
Not provided

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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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