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Account Manager - Fintech Territory Accounts

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Plaid

2mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • San Francisco
  • Quick Apply

AI generated summary

  • You need 4-6 years in relationship management, ideally in financial services or tech. Strong collaboration, problem-solving skills, and a keen interest in technology are essential.
  • You will manage customer relationships, drive product adoption, lead partnership initiatives, provide strategic guidance, ensure renewals, and collaborate with internal teams for successful outcomes.

Requirements

  • 4-6 years of relationship management experience.
  • Experience managing customer portfolios in financial services or technology industries is a strong plus.
  • Ability to partner with Sales teams to drive successful outcomes for Plaid customers; previous deal experience strongly preferred.
  • Ability to collaborate closely with Plaid’s technical teams to ensure customer application launches are timely and successful; previous B2B technology experience is a strong plus.
  • A strong business generalist with an acute product sense and ability to drive revenue growth.
  • Ability to quickly understand new technologies and complex concepts.
  • Ability to solve complex customer challenges through creative problem-solving and collaboration with cross-functional teams.
  • Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity.

Responsibilities

  • Own the overall relationship with customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions.
  • Manage partnership, commercial, and technical initiatives; develop and implement strategies that increase existing and new product adoption, engagement, and growth at scale to drive revenue.
  • Lead key partnership initiatives, including ongoing checkpoints, quarterly business reviews, and technical escalations; identifying critical goals and key performance indicators to clearly understand and measure client satisfaction.
  • Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications.
  • Enable successful and consistent renewals to maintain existing segment revenue, as well as identify and execute new growth opportunities with customers in support of the Sales team.
  • Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights; partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s.
  • Partner and collaborate with internal cross-functional counterparts such as Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers.

FAQs

What is the primary focus of the Account Manager role at Plaid?

The primary focus of the Account Manager role is to manage and grow client relationships with Fintech territory customers, helping them build and scale applications using Plaid's solutions.

What qualifications are required for the Account Manager position at Plaid?

The position requires 4-6 years of relationship management experience, preferably in financial services or technology industries, along with the ability to collaborate with Sales teams and internal technical teams.

Is experience in B2B technology beneficial for this role?

Yes, previous B2B technology experience is strongly preferred, as it helps in collaborating closely with Plaid’s technical teams to ensure timely and successful application launches.

How does Plaid support career growth for its employees?

Plaid encourages continuous learning and provides access to various resources, mentorship, and opportunities to take on new challenges to support employees’ career growth.

What is the salary range for the Account Manager position?

The target base salary for this role is between $98,496 and $134,784 per year, with additional compensation potentially in the form of equity and/or commission.

Does Plaid offer benefits to its employees?

Yes, Plaid provides a comprehensive benefits plan, including medical, dental, vision, and 401(k).

Who will the Account Manager be working with?

The Account Manager will work directly with a variety of stakeholders, including developers and executives of client companies, as well as internal teams like Sales Engineers, Technical Support, Legal, Engineering, and Product teams.

How does Plaid value diversity and inclusion in the workplace?

Plaid is committed to building a diverse team and values unique experiences, encouraging applicants from all backgrounds to apply even if their experience does not fully match the job description.

What are the key responsibilities of the Account Manager?

Key responsibilities include owning customer relationships, managing partnership initiatives, providing consultative guidance, facilitating renewals and growth opportunities, and translating customer feedback into product insights.

How important is understanding new technologies for the Account Manager role?

It is essential, as the Account Manager must quickly understand new technologies and complex concepts to effectively solve customer challenges and drive application success.

Our mission is to unlock financial freedom for everyone. Join us!

Technology
Industry
5001-10,000
Employees
2013
Founded Year

Mission & Purpose

Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life. Plaid works 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 more than 12,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey.