Account Manager Banking and Wealth
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
We believe that the way people interact with their finances will drastically improve in the next few years. Were dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo SoFi 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. Plaids network covers 12000 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.
The Plaid Account Management team in the Banking & Wealth Segment leverages our deep technical product and industry knowledge to help our banking wealth and insurance cohort of customers build and scale amazing applications. We act as partners advisors and advocates for our customers to help shape how consumers and businesses interact with their finances.
Plaid is looking for an experienced customer-facing professional to manage and grow our relationships with a portfolio of high-potential strategic right candidate has the ability to grow a customers revenue build strong partnerships with their customers develop a deep understanding of their priorities motives and key drivers and is solutions this role you will be the primary point of contact for your customers and will work with them on all stages of integration scaling product expansion and partnership management. You will be responsible for owning and growing revenue (cross-selling up-selling increasing product utilization and senior stakeholder management).
Responsibilities
- Own the overall relationship with our banking wealth and insurance customers identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions.
- Manage partnership commercial and technical topics; develop and implement strategies that increase customer product adoption engagement and growth at scale to drive revenue.
- Own revenue targets which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals.
- Be a strategic advisor and product consultative guidance on Plaid and industry best practices as customers build and scale their applications.
- 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 Plaids.
- Partner and collaborate with internal cross-functional counterparts such as Sales Partnerships Support Risk Legal Finance Commercial Engineering Product and Business Operations.
Qualifications
- 3 years of quota carrying account management experience; ideally with large enterprise organizations.
- Ability to collaborate closely with Plaids technical team to ensure customer launches are timely and successful; previous B2B technology experience is a strong plus.
- Deep customer empathy and desire to see our customers succeed.
- Ability to quickly understand new technologies and become a subject matter expert in Plaids APIs in order to convey complex information simply to our customers.
- Interest in financial services and technical products; grit enthusiasm and 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.
- Adaptable and capable of working with all types of people and roles to build long-lasting relationships.
$115200 - $136320 a year
The target base salary for this position ranges from $115200/year to $136320/year in San Francisco.
The base salary range listed for this full-time position excludes commission (if applicable) equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills experience and relevant education or training.
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 candidates 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.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesnt fully match the job description. We are always looking for team members that will bring something unique to Plaid!
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 emailprotected.
Please review our Candidate Privacy Noticehere.
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
