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Account Manager - Fintech

San Francisco, USA
Closing date
May 27, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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. #LI-Remote

Plaid's Revenue team is looking for an experienced professional to manage and grow strategic partnerships with customers within our Fintech vertical. The customers in this vertical are transforming how consumers interact with their financial lives, and you'll have the opportunity to help them succeed with support from our Sales, Technical Account Management, and Product teams.

The Fintech Account Management team at Plaid leverages our deep technical, product, and industry knowledge to help our customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers. The right candidate has the ability to build strong partnerships with their customers, be able to develop a deep understanding of their priorities, motives and key drivers, is solutions oriented, and has demonstrated success owning and growing strong, long-lasting customer relationships.

In this role, you will own a book of business of Fintech customers. You will be the primary point of contact for your customers and will work with them on all stages of integrations, scaling, driving adoption, product expansion, and account 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. Your day-to-day responsibilities include leading key customer touchpoints such as Executive Business Reviews and regular check-ins, managing renewals, and partnering with your Sales counterpart on upsell and expansion opportunities within your book of business.

What Excites You
    • Owning a portfolio of customers made up of companies changing the way millions of consumers interact with financial services
    • Leading key partnership initiatives such as executive business reviews, ongoing check-ins, and escalations as needed
    • Acting as a strategic advisor and providing consultative guidance on Plaid and industry best practices as customers build and scale their applications
    • Developing expertise in your customers' businesses to ensure they're maximizing the value they get from their partnership with Plaid
    • Solving complex customers challenges through creative problem solving and collaboration with cross-functional teams
    • Managing successful and consistent renewals, as well as identifying and executing on new growth, upsell/cross-sell, and expansion opportunities with customers
    • Advocating for our Fintech customers internally to ensure strong alignment between our organizations
What Excites Us
    • 5+ years of account management / relationship management experience; previous experience working with startup/fintech companies within a b2b tech environment is a strong plus
    • Knowledge of the fintech industry and how startups are using technology to enhance financial services and processes for end customers
    • Proven track-record of successfully driving results with multiple levels of external stakeholders, from day-to-day contacts to executive-level decision makers
    • Ability to effectively communicate and drive results with external and internal stakeholders
    • Ability to collaborate internally and exhibit a "win as a team" mentality
    • Interest in financial services and technical products; a high degree of intellectual curiosity
$88,000 - $119,300 a year
Target base salary for this role is between $88,000 and $119,000 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at

Please review our Candidate Privacy Notice here .

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