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Plaid is seeking a Product Manager to own the sales-assisted customer growth experience and internal tooling that powers Plaid's sales organization. You'll work at the intersection of product and go-to-market, owning the end-to-end experience for customers acquired through the sales team—from onboarding through expansion and offboarding.
Key responsibilities include:
- Own the complete sales-worked customer experience: onboarding, premium and gated features, in-product upsell and cross-sell, lifecycle communications, and offboarding
- Own internal tooling that removes manual work for sellers and provides the right account view at the right time
- Own external-facing tooling specific to sales-worked accounts (e.g., RFI response tooling, prospect-facing dashboards)
- Consume propensity and account-health signals from BI/DS teams to drive expansion and retention, with input on what models should predict
- Identify and ship AI-driven automation across the account lifecycle and seller workflow, with clear perspective on AI-assisted vs. AI-automated vs. human-owned tasks
- Partner with GTM leadership on strategic inputs—where to expand within the existing customer base and which segments to prioritize
- Partner cross-functionally with Engineering, Design, BI/DS, GTM Technology, Lifecycle Marketing, and Sales and Account Management leadership
This is a high-impact individual contributor role with clear ownership and significant room to shape how Plaid approaches customer growth. You'll leverage account and pipeline insights to uncover expansion opportunities and help identify where Plaid should invest next. The role uniquely spans account growth, internal tooling, and AI-powered products.
Plaid powers millions of people's financial lives by connecting them to the apps and services they use. The company works with thousands of companies including Venmo, SoFi, Fortune 500 companies, and major banks. Plaid's network covers 12,000 financial institutions across the US, Canada, UK, and Europe. Founded in 2013, Plaid is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
QUALIFICATIONS:
- Product management experience building internal tools/workflows for operational users (sales, support, ops)
- Experience shipping an AI-assisted or AI-automated product experience, with a clear point of view on human vs. AI ownership of tasks
- Experience with account-based upsell, cross-sell, or retention motions, or ability to reason about the account lifecycle from first principles
- Comfortable partnering with Sales and Account Management stakeholders
- Strong communication skills across functions with different priorities and vocabularies
Nice-to-have:
- Experience with lifecycle marketing or customer success tooling, or designing gated/tiered product features
