Own and grow relationships with Plaid's largest enterprise customers as a trusted advisor driving adoption, retention, and expansion. Requires 7+ years in client-facing commercial roles with strong B2B technology experience preferred.
172k – 215k/yr
Hybrid7+ YOEAccount Management
About the role
Responsibilities
Manage and grow a portfolio of Plaid’s 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)
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