Plaid

Account Manager – Banking and Wealth

Plaid

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • United States

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Salary

💰 $115,200 - $136,320 per year

About the role

  • Own the overall relationship with our banking, wealth, and insurance customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions.
  • Manage partnership, commercial, and technical topics; develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue.
  • Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals.
  • Be a strategic advisor and product consultative guidance on Plaid and industry best practices as customers build and scale their applications.
  • 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 Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering, Product, and Business Operations.

Requirements

  • 3+ years of quota carrying account management experience; ideally with large enterprise organizations.
  • Ability to collaborate closely with Plaid’s technical team to ensure customer launches are timely and successful; previous B2B technology experience is a strong plus.
  • Deep customer empathy and desire to see our customers succeed.
  • Ability to quickly understand new technologies and become a subject matter expert in Plaid’s APIs in order to convey complex information simply to our customers.
  • Interest in financial services and technical products; grit, enthusiasm, and 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.
  • Adaptable and capable of working with all types of people and roles to build long-lasting relationships.
Benefits
  • medical
  • dental
  • vision
  • 401(k)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
account managementB2B technology experiencecustomer product adoptioncommercial negotiationsproduct insightssubject matter expertPlaid APIsstrategic advisortechnical guidancerevenue targets
Soft skills
customer empathycollaborationadaptabilityrelationship buildingenthusiasmintellectual curiositygritcommunicationproblem-solvingteamwork