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Plaid is seeking an Account Manager to own and manage relationships with a portfolio of customers in their fastest-growing segment. You will build strong relationships with C-suite and product teams, own revenue targets including identifying and closing upsell opportunities, lead commercial negotiations for contract renewals, and help customers integrate and launch on Plaid's platform. You'll solve complex customer challenges through cross-functional collaboration with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations teams.
Plaid powers financial connectivity for millions of people and thousands of companies including Venmo, SoFi, Fortune 500 companies, and major banks. The company's network covers 12,000 financial institutions across the US, Canada, UK, and Europe. Founded in 2013 and headquartered in San Francisco, Plaid has offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
You will be responsible for retaining and growing revenue within your customer portfolio, with a focus on identifying new opportunities and executing successful contract renewals. The role requires strong executive-level communication skills, the ability to work cross-functionally, and a deep understanding of how to leverage internal and external relationships to drive customer success and retention.
REQUIREMENTS:
- 4–8 years of account management and sales experience
- Customer empathy and demonstrated desire to see customers succeed
- Willingness to learn technical details and understand Plaid's APIs
- Familiarity with financial services and technical products; high intellectual curiosity
- Excitement to work in a high-growth, fast-changing environment and help build processes and tools as needed
- Ability to work effectively with diverse stakeholders and build long-lasting relationships
- Strong sales experience including negotiation and value-selling
- Executive-level communication skills (written and verbal)
- Relationship-building expertise, including leveraging internal/external executives and cross-functional teams
- Experience with retention and termination-save tactics
