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Plaid

FinTech Account Manager - Named

USAHybridPosted 1 week ago

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Job type
Full-time
Work mode
Hybrid
Level
Not listed
Department
Sales
Experience
7+ years experience
Posted
Sep 18, 2026

About the role

Plaid powers financial tools used by millions and works with companies and financial institutions to connect financial accounts to apps and services.

Qualifications:

  • 7+ years of quota carrying software or technology account management experience.
  • Strong attention to detail, organizational skills, prioritization and management of multiple cross-functional work streams across internal and external stakeholders.
  • Executive level communication skills - written and verbal.
  • Relationship building (understand how to leverage internal/external executives, product, etc).
  • Strong Commercial/Sales experience (contract negotiation, value-selling).
  • Customer retention and termination-save tactics.
  • Desire to get technical and the ability to learn the ins and outs of Plaid's APIs.
  • Customer empathy and deep desire to see customers succeed.
  • Some familiarity 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.

Responsibilities:

  • Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment.
  • Build strong relationships with customer C-Suite, Product and Engineering teams to retain and grow revenue.
  • Own and exceed revenue growth 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.

Our mission at Plaid is to unlock financial freedom for everyone. We seek to build a diverse team and encourage candidates to apply even if their experience does not fully match the job description.

Additional compensation may include equity and/or commission. Plaid provides medical, dental, vision, and 401(k) benefits. Pay is based on role scope, responsibilities, experience, skills, and location and may change.