FinTech Account Manager

About Plaid

At Plaid, 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, Robinhood, Chime, 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.

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable.

The Role: FinTech Account Manager

The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to shape how consumer and business interactions with their finances will drastically improve in the coming years.

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 FinTech Account Manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients.

The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and cross-functionally to drive solutions for customers.

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.

Responsibilities

• 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.

Qualifications

• 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.

Key skills/competency

• Account Management
• Client Relationship Management
• Revenue Growth
• Strategic Partnerships
• FinTech Industry Knowledge
• API Integrations
• Commercial Negotiation
• Cross-functional Collaboration
• Customer Success
• Financial Services