Technical Account Manager, Financial Institution Partnerships

Responsibilities

• Lead the technical strategy and roadmap with financial institutions and fintechs. Identify key areas of improvement for all enterprise API integrations
• Intake requests from Product teams regarding discovery sessions, beta testing, and product launches
• Work with Partnership Managers to develop the “integration roadmap” / overall account plan and execute on strategies to drive those priorities
• Complete technical scoping, build and launch new API integrations
• Be the connective tissue between Plaid engineering, Plaid product teams, and data partners for all issues with outsized customer impact across all integration types
• Document and communicate those technical and roadmap updates to necessary teams allowing Plaid to accurately adjust our planning and resources
• Provide clear technical direction on all aspects of Plaid’s institution integrations and products
• Establish and own external relationships with multiple levels of technical stakeholder from Engineers to CPOs / CTOs by validating and documenting their technical needs, business objectives, and metrics
• Be an advocate for innovation and early adoption of Plaid products / solutions available to fintechs and financial institutions
• Serve as the escalation point for technical incidents or issues that have surfaced higher than normal impact across Plaid support channels
• Help uncover additional opportunities that are aligned with our account management strategy and company goals

Requirements

• 6+ years of experience in a client-facing and / or technology-focused role where business experience and technical acumen was combined
• Experience managing external relationships independently and building / executing technical strategies to make partners/clients successful with new technologies
• Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences alike, simplifying complexities in a concise / clear manner
• Have a deep / thorough understanding of APIs, databases, system infrastructures, and architecture
• Self-starter who takes initiative and possess strong troubleshooting skills with an ability to use deductive and inductive reasoning 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
• Ability to work under pressure, deadlines and navigate unexpected roadblocks