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Plaid Logo Plaid · Sales

Fintech Account Manager - Named

United States, New York 130560.00 - 163200.00 USD / Year · Job Posted January 25, 2026
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Job Description

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 the overall relationship with your portfolio of customers in our fastest growing customer segment
  • Build relationships with the C-Suite and Product teams to grow and retain revenue
  • Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals
  • Help customers integrate and launch on Plaid
  • Solve complex customer challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations

Requirements

  • 6+ years of quota carrying software or technology account management experience
  • Demonstrated account management and sales experience
  • Customer empathy and deep desire to see customers succeed
  • Desire to get technical and the ability to learn the ins and outs of Plaid's APIs
  • Interest in financial services and technical products
  • 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
  • Ability to work with all types of people and build long-lasting relationships

What we offer

  • medical
  • dental
  • vision
  • 401(k)
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