Plaid

Account Manager

• Manage and grow the customer base and set the vision and strategy to build long-term partnerships with customers.
• Lead a team of account managers who work with some of the largest Fintechs in the world.
• Collaborate cross-functionally across product and other go-to-market teams to build solutions that drive growth for customers and your team.
• Recruiting, hiring, and developing a world-class account management team to support our fastest growing customers and deliver on revenue targets for the business.
• Motivating and inspiring each team member to enable personal and professional career growth.
• Engaging directly with C-level executives internally and externally to build and maintain customer relationships.
• Building and executing the strategy that drives upsell/cross-sell revenue and renewals at scale, and operationalizing the process to drive team efficiency.
• Work in a high-pace, cross-functional environment that presents different challenges every day.
• Work with leadership across the company to set direction for the Fintech team and Plaid as a whole.

Account Management Lead – Fintech

Support Engineer

• Plaid Support ensures customers' applications operate as expected by investigating integration issues and quantifying scope/impact
• Manage issues from first symptom to resolution, communicating with customers and internal stakeholders throughout the process
• Respond to 10-12 customer tickets per day via Zendesk, meeting quality standards
• Troubleshoot customer issues using internal tools and documentation and escalate to Engineering or Partnership teams for resolution
• Work on projects with other TSEs to improve internal and external processes, tooling, and documentation
• Assist GTM teams with customer escalations and collaborate with EPD teams on issue resolution

Technical Support Engineer

Product Designer

We're looking for a leader to manage a dynamic team of product designers and a researcher. You'll lead design across multiple product areas at Plaid, serving as a key member of each area's cross-functional leadership team. In this role, you will be responsible for coaching your individual contributors, driving design execution, and developing product strategy alongside your product management leads. You and your team will not only own the near-term design execution for your product areas but also lead the charge in developing the long-term vision for Plaid's evolving products.

On the Dashboard team, we focus on shipping experiences and elevating the UX quality of Plaid’s Dashboard— a key surface area for customers and data partners. The Dashboard provides a variety of features and tools for launching with Plaid, integration monitoring, and account management and is the home of emerging insights products for payments and risk assessment.

The Design team at Plaid is made up of product designers, researchers, and content strategists who work with our cross-functional partners to create Plaid’s products.

Product Design Manager – Dashboard

Sales Engineer

• Serve as the technical lead for Enterprise accounts throughout the sales process
• Partner with Account Executives to demonstrate to prospects how Plaid can best address their use cases and technical requirements. Specifically, to design solutions and share best practices throughout the sales process
• Engage deeply with technical stakeholders in the pre-sales process to drive alignment and buy-in
• Provide demonstrations, address technical questions, architect implementation solution(s) and handle RFP responses in a thorough and expedient manner
• Take a hands-on role in POCs, where inquisitive and critical thinking is needed to identify, diagnose, and rectify any performance shortfalls
• Constantly re-evaluate selling assets and process to enable more efficient/effective messaging to customers
• Work with our engineering and product teams to translate prospect feedback into meaningful product insights
• Collaborate with current SE team to up-level team knowledge and capabilities

Enterprise Sales Engineer

Technical Account Manager

• We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.\n\nThe Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing proactive strategic and technical guidance, which enables growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate.\n\nThis is a strategic, high-impact technical leadership position. You’ll own the long-term technical success of some of the most innovative FinTech companies in the world, influencing how millions of users experience financial connectivity. You will be a product expert in Plaid's offerings, owning many customer relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings. You’ll be the technical voice and advocate for your customers internally, helping to shape Plaid’s product direction based on real-world feedback and impact. You will work in partnership with Account Manager(s) and several other cross-functional teams to be the primary driver of the design and execution of technical strategies that help our customers achieve their goals.

Technical Account Manager - Enterprise

Events

• Event Marketing Coordinator focused on tradeshows to join our fast-paced and growing marketing team.
• Tradeshows are one of Plaid’s largest and most visible event channels — a core part of how we reach prospective customers, engage with partners, and reinforce our leadership in the industry.
• In this role, you’ll play a vital part in the planning and execution of Plaid’s tradeshow program.
• From logistics and booth management to cross-functional coordination and post-event analysis, you’ll help ensure Plaid shows up professionally and consistently at high-impact third-party events.
• You’ll work closely with teams across Revenue, Product Marketing, Communications, and Design to deliver best-in-class experiences that drive engagement and pipeline.

Event Marketing Coordinator

Financial Planning and Analysis

• We believe that the way people interact with their finances will drastically improve in the next few years.\n• We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products.\n• Plaid powers the tools millions of people rely on to live a healthier financial life.\n• We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.\n• Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe.\n• Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.\n\nPlaid is seeking an experience Finance Systems Administrator to join the Finance Systems team. \u00a0\n\u00a0The Financial Systems team is responsible for building and maintaining the financial technology backbone that powers our accounting, payments, billing, and reporting operations. We work cross-functionally with Accounting, FP&A, Legal, and Engineering to ensure our finance stack is secure, automated, and scalable. Our mission is to reduce friction, eliminate manual work, and enable trusted financial operations. \n\nAs a Finance Systems Administrator, you’ll manage and optimize Plaid’s NetSuite ERP and related financial applications. You’ll help drive automation and improve data integrity across our finance tech stack. You’ll be hands-on with integrations, workflows, reporting tools, and system configurations. Your work will directly support critical finance processes and strategic scaling initiatives.