FinTech Account Manager Job at Plaid (San Francisco)

Director of Account Management

The Director of Account Management is responsible for leading a team of between ...

Location

United States , Portsmouth

Salary:

Not provided

Bottomline

Expiration Date

Until further notice

Requirements

8+ years of management experience in customer success, account management, or sales
Highly analytical
proven experience driving success and revenue realization through data-driven processes
Positive, self-motivated, team player, action and results-orientated
Proven ability to assess organizational strengths and gaps, and motivate individuals and teams to embrace and meet objectives
Experience in SaaS businesses
FinTech/Payments experience preferred
Highly organized and capable of working effectively across functional groups
Excellent communicator, both written and verbal
Experience managing and leading fast-paced account management or customer-focused teams

Job Responsibility

Lead a team of between 7 and 9 Account Managers that drive client delight and revenue realization of an existing business of approximately $20M in recurring revenue
Understand and help your team communicate key client value drivers – security, automation, rebate – while constantly looking for ways to grow Bottomline’s business with our existing clients
Building, coaching, and measuring a team that is assertive, understands its clients, and tactfully steers the team to success
Work efficiently across the entire Paymode line of business – Vendor Enrollment, Product, Sales, Marketing – all of which are critical to the success of our clients
Build and maintain key relationships with the Channel Managers, Banks, and directly with Clients
Lead the Account Managers to become their clients’ trusted advisors
strategically developing client, vendor, and internal relationships
Drive the team to effective Business reviews, communicating status of value realization, identifying areas of opportunity, and resolving open issues
Leverage data to analyze and drive Account Manager performance as well as key client, vendor, and channel metrics (e.g. usage, transaction volume, vendor enrollment, etc.)
Develop the strategic vision for your team – how the team will grow, where to focus efforts, and how to put structures in place to maximize client delight and growth

Account Manager

As part of the Technology Distribution team of Tether Data, we are seeking a hig...

Location

Salary:

Not provided

Tether App

Expiration Date

Until further notice

Requirements

5+ years of experience in account management, program coordination, or project governance within technology, fintech, or consulting environments
Proven ability to engage with corporate and government stakeholders at multiple levels
Strong understanding of digital assets, blockchain, or financial technology ecosystems (experience with tokenization, custodial solutions, or payment infrastructure is a plus)
Excellent communication, documentation, and analytical skills
Strong sense of ownership, initiative, and ability to operate in a fast-paced, evolving environment
English is a must, any other language a plus

Job Responsibility

Act as the primary point of contact for clients and institutional partners, ensuring consistent communication, expectation management, and long-term relationship building
Coordinate with external companies providing payment and exchange services, government institutions, and technology vendors
Liaise with Expansion team to support the definition of collaboration opportunities across sectors
Identify cross-initiative opportunities to introduce and leverage multiple Tether technologies
Oversee implementation progress led by Product Managers and ensure alignment with contractual terms, expectations, and delivery timelines
Maintain governance frameworks including meeting notes, action logs, risk registers, and decision records
Drive accountability by ensuring tasks, responsibilities, and milestones are clearly tracked and documented
Support escalation management to Head of Technology Distribution and ensure timely resolution of operational or strategic issues
Facilitate information flow between internal product, engineering, legal/compliance, marketing and operations teams
Maintain dashboards and executive reports summarizing status, risks, and next steps

Key Account Manager

We are looking for a highly strategic and relationship-driven Senior Key Account...

Location

Colombia , Bogotá

Salary:

Not provided

Jeeves

Expiration Date

Until further notice

Requirements

Bachelor's or Master’s degree in Business, Marketing, Finance, Hospitality, or related field
3+ years in key account management or B2B customer success (ideally in fintech, SaaS, hospitality or financial services)
Proven track record of expanding accounts via cross-sell and upsell strategies
Experience on fintech and saas platforms selling
Strong understanding of B2B financial products, including credit lines, virtual cards, and digital payments
Excellent communication and negotiation skills, with the ability to influence C-level stakeholders
Proficiency with CRMs (e.g., Salesforce, HubSpot), Excel/Sheets, and reporting tools
Fluent in Spanish
Upper-Intermediate to Advanced English required

Job Responsibility

Manage and grow a portfolio of key clients across Mexico and Colombia
Identify, drive, and execute cross-sell and upsell opportunities to increase share of wallet
Act as the main point of contact for billing, portfolio usage, credit support, and operational follow-ups
Coordinate with credit, risk, and customer success to support complex client needs or escalations
Present and position Jeeves solutions (cards, Jeeves Pay, spend management) to CFOs, Controllers, and finance teams
Manage account performance: track client activity, expansion potential, and risks to revenue
Ensure high levels of product adoption and client satisfaction, driving NRR growth
Maintain a deep understanding of product updates to deliver tailored recommendations
Regularly report on account status and performance to regional leadership
Contribute to quarterly business reviews and expansion planning with clients

Fulltime

Key Account Manager

We are looking for a highly strategic and relationship-driven Senior Key Account...

Location

Mexico , Mexico City

Salary:

Not provided

Jeeves

Expiration Date

Until further notice

Requirements

Bachelor's or Master’s degree in Business, Marketing, Finance, Hospitality, or related field
3+ years in key account management or B2B customer success (ideally in fintech, SaaS, hospitality or financial services)
Proven track record of expanding accounts via cross-sell and upsell strategies
Experience on fintech and saas platforms selling
Strong understanding of B2B financial products, including credit lines, virtual cards, and digital payments
Excellent communication and negotiation skills, with the ability to influence C-level stakeholders
Proficiency with CRMs (e.g., Salesforce, HubSpot), Excel/Sheets, and reporting tools
Fluent in Spanish
Upper-Intermediate to Advanced English required

Job Responsibility

Manage and grow a portfolio of key clients across Mexico and Colombia
Identify, drive, and execute cross-sell and upsell opportunities to increase share of wallet
Act as the main point of contact for billing, portfolio usage, credit support, and operational follow-ups
Coordinate with credit, risk, and customer success to support complex client needs or escalations
Present and position Jeeves solutions (cards, Jeeves Pay, spend management) to CFOs, Controllers, and finance teams
Manage account performance: track client activity, expansion potential, and risks to revenue
Ensure high levels of product adoption and client satisfaction, driving NRR growth
Maintain a deep understanding of product updates to deliver tailored recommendations
Regularly report on account status and performance to regional leadership
Contribute to quarterly business reviews and expansion planning with clients

Fulltime

Partner Account Manager

Human Interest is on a mission to ensure that people in all lines of work have a...

Location

United States , East Tampa/West Orlando/Lakeland, Florida

Salary:

130000.00 - 140000.00 USD / Year

Human Interest

Expiration Date

Until further notice

Requirements

2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development)
Proven track record of success in a quota driven sales environment
Highly motivated individual contributor and relationship builder that can operate independently
Can thrive in a fast-paced, and ever-changing environment
Resilient—bounce back from setbacks quickly, are resourceful, and find creative ways to get things done
Solutions-oriented - Willingness to get your hands dirty while managing and solving operational partnership issues
Extraordinary communication and interpersonal skills
Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
Growth mindset - can embrace feedback and hold yourself accountable
Coachable- Ability to absorb information, training, and guidance and successfully implement and execute

Job Responsibility

Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance
Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

What we offer

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend
quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie

Fulltime

Partner Account Manager

Human Interest is on a mission to ensure that people in all lines of work have a...

Location

United States , Albany

Salary:

130000.00 - 140000.00 USD / Year

Human Interest

Expiration Date

Until further notice

Requirements

2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development)
Proven track record of success in a quota driven sales environment
Highly motivated individual contributor and relationship builder that can operate independently
Can thrive in a fast-paced, and ever-changing environment
Resilient—bounce back from setbacks quickly, are resourceful, and find creative ways to get things done
Solutions-oriented—Willingness to get your hands dirty while managing and solving operational partnership issues
Extraordinary communication and interpersonal skills
Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
Growth mindset—can embrace feedback and hold yourself accountable
Coachable- Ability to absorb information, training, and guidance and successfully implement and execute

Job Responsibility

Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance
Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

What we offer

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend
quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie

Fulltime

Partner Account Manager

Human Interest is on a mission to ensure that people in all lines of work have a...

Location

United States , Tallahassee; Destin; Mobile

Salary:

130000.00 - 140000.00 USD / Year

Human Interest

Expiration Date

Until further notice

Requirements

2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development)
Proven track record of success in a quota driven sales environment
Highly motivated individual contributor and relationship builder that can operate independently
Can thrive in a fast-paced, and ever-changing environment
Resilient—bounce back from setbacks quickly, are resourceful, and find creative ways to get things done
Solutions-oriented—willingness to get your hands dirty while managing and solving operational partnership issues
Extraordinary communication and interpersonal skills
Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
Growth mindset—can embrace feedback and hold yourself accountable
Coachable- Ability to absorb information, training, and guidance and successfully implement and execute

Job Responsibility

Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance
Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

What we offer

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend
quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie

Fulltime

Partner Account Manager

Human Interest is on a mission to ensure that people in all lines of work have a...

Location

United States , Vermont

Salary:

130000.00 - 140000.00 USD / Year

Human Interest

Expiration Date

Until further notice

Requirements

2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development)
Proven track record of success in a quota driven sales environment
Highly motivated individual contributor and relationship builder that can operate independently
Can thrive in a fast-paced, and ever-changing environment
Resilient—bounce back from setbacks quickly, are resourceful, and find creative ways to get things done
Solutions-oriented—Willingness to get hands dirty while managing and solving operational partnership issues
Extraordinary communication and interpersonal skills
Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
Growth mindset—can embrace feedback and hold yourself accountable
Coachable- Ability to absorb information, training, and guidance and successfully implement and execute

Job Responsibility

Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance
Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

What we offer

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend
quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie

Fulltime

FinTech Account Manager

Plaid

Location:
United States , San Francisco

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 25, 2026

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