Named Account Manager, Enterprise
San Francisco, CA - USA
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.
As an Account Manager on our Enterprise team youll own and grow relationships with a portfolio of Plaids largest and most strategic customers. Youll serve as a trusted advisor commercial partner and cross-functional leaderhelping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid.
Youll operate at the intersection of relationship management commercial strategy and product solutioning partnering closely with Sales Product Engineering and Support teams to deliver exceptional customer outcomes
Responsibilities
Manage and grow a portfolio of Plaids largest enterprise customers typically spanning 10-15 accounts depending on complexity and scope
Build trusted relationships with executive sponsors decision-makers influencers and day-to-day operators across customer organizations
Drive customer adoption engagement retention and growth by aligning Plaid solutions to customer business goals and use cases
Lead commercial conversations including renewals expansions strategic partnership discussions and account planning
Identify and execute on growth opportunities in partnership with Account Executives and cross-functional teams
Act as a strategic consultant to customers by delivering industry insights product guidance and data-driven recommendations
Lead key customer initiatives including business reviews operational checkpoints product launches and technical escalations
Develop account strategies that balance short-term execution with long-term customer growth and success
Partner closely with internal teams including Sales Solutions Engineering Product Engineering Support and Legal to drive successful outcomes
Advocate for customers internally by sharing feedback surfacing market insights and influencing product direction
Qualifications
7 years of experience in a client-facing commercial role such as Account Management Strategic Partnerships Consulting or Business Development
Demonstrated success managing and growing enterprise customer relationships in a fast-paced environment
Previous B2B technology experience is a strong plus
Strong commercial acumen with experience driving renewals expansions and strategic customer outcomes
Proven ability to navigate complex organizations and influence stakeholders at all levels including executive leadership
Experience partnering cross-functionally with Sales Product Engineering and Support teams
Strong problem-solving and strategic thinking skills with the ability to manage multiple priorities simultaneously
Excellent communication presentation and relationship management skills
Ability to quickly learn technical concepts and understand complex product ecosystems
High degree of ownership curiosity adaptability and customer empathy
Experience working with B2B technology fintech API infrastructure payments or financial services products (preferred)
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
Please review our Candidate Privacy Notice here.
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.
Required Experience:
IC
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.