# Technical Account Manager - FinTech

**Company:** [Plaid](https://hotfix.jobs/companies/plaid)
**Location:** San Francisco, CA, New York, NY
**Role:** Customer Success
**Salary:** $157k – $197k/yr
**Experience:** 5+ years
**Skills:** API Integrations, SQL, Postman, System Architecture, Database Management, Monitoring/Logging Dashboards, Troubleshooting, Project Management, Technical Strategy, Stakeholder Management
**Posted:** 2026-05-26

> Own post-sales technical strategy and drive adoption for top FinTech customers at Plaid. Act as the primary technical advocate, manage integrations, and translate customer feedback into product insights.

## Job Description

## Responsibilities
- Work with Plaid’s most tech-savvy customers in the FinTech segment and collaborate as a technical expert on leveraging Plaid to accomplish their business + technical goals and objectives
- Own the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated
- Proactively identify opportunities to optimize customer integrations and drive adoption of Plaid’s newest technical features and requirements, aligning each to measurable customer outcomes (e.g., increased conversion, error reduction, expanded coverage)
- Establish and own deep relationships with every level of technical stakeholder from Engineers to CPOs / CTOs, ensuring Plaid remains top-of-mind as a trusted partner
- 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
- Serve as the escalation point for technical incidents and / or issues that have surfaced beyond the normal Plaid support channels
- Track customer integration health and feature adoption metrics, surfacing insights to improve product performance and shape future roadmap discussions
- Collaborate with Account Managers to define, track, and deliver quarterly technical account goals that directly grow and expand product adoption and customer value

## Qualifications
- 5+ years of experience in a client-facing and technology-focused role where business experience and technical acumen was combined
- Experience managing customer relationships independently and building / executing technical strategies to make customers successful with new technologies
- Demonstrated ability to tie technical solutions to business objectives, KPIs, and revenue outcomes
- Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences, simplifying complexities in a clear and concise manner
- Have a deep understanding of APIs, databases, system infrastructures, and architecture
- Experience with tools like Postman, SQL, and monitoring/logging dashboards a plus
- Self-starter who takes initiative and possesses strong troubleshooting skills to guide customers through complex or escalated issues
- Ability to collaborate cross-functionally with different teams, levels of seniority, and influence structure / process to ensure everyone can meet their goals and timelines
- Experience influencing technical decision-makers and building trusted relationships with stakeholders at all levels, including C-suite
- Comfortable working under pressure to meet deadlines and navigate unexpected roadblocks with a customer-first attitude and a strong sense of empathy

## Similar roles

- [Technical Customer Success Manager](https://hotfix.jobs/jobs/88e2c45c-321a-41ad-9cdd-e5b2d0958b49) - Sentry - New York, NY - $155k – $175k/yr
- [Customer Success Manager](https://hotfix.jobs/jobs/ba1e0435-d849-410b-8142-424786bd09f5) - Crusoe - San Francisco, CA - $155k – $175k/yr
- [Technical Customer Success Manager](https://hotfix.jobs/jobs/464d8a26-5496-4f0d-8285-2870d0f59166) - Sentry - San Francisco, CA - $155k – $175k/yr
- [Program Manager, Customer Engagement & Community](https://hotfix.jobs/jobs/ccc0b7a6-1644-4ade-91c6-27228a87bf79) - Harvey - New York, NY - $160k – $240k/yr
- [Deliverability Specialist](https://hotfix.jobs/jobs/f0197352-2174-4c60-9ee9-31d41244dac9) - Hightouch - Remote - $160k – $200k/yr

**Apply:** https://hotfix.jobs/jobs/2772b37b-50f2-43c1-89db-cebeeb3a5ba2
**Canonical:** https://hotfix.jobs/jobs/2772b37b-50f2-43c1-89db-cebeeb3a5ba2