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PlaidPlaidSan Francisco, CA

Account Manager

Manage and grow relationships with a portfolio of 50-100 mid-to-large enterprise accounts at Plaid. Drive revenue through product adoption, renewals, and new opportunities while serving as the primary customer point of contact and strategic advisor.

149k – 176k/yr
Hybrid5+ YOEAccount Management

About the role

Responsibilities

  • Own end-to-end relationship with midsize revenue customers in a diverse range of industry verticals and sizes.
  • Manage partnership, commercial, and technical topics; develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue.
  • Lead key partnership initiatives including ongoing checkpoints, business reviews, and technical escalations.
  • Enable successful and consistent renewals to maintain existing core segment revenue; identify and execute on new high-potential growth opportunities independently, without the support of the Sales team when required.
  • Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications.
  • Partner and collaborate with Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers.
  • 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 priorities.

Qualifications

  • At least 5 years of client relationship management experience with a broad range of customer sizes and industries; previous B2B technology experience is a strong plus; previous deal experience is a requirement.
  • A strong business generalist with an acute technical acumen and ability to drive revenue growth.
  • Solving complex customers challenges through creative problem solving and collaboration with cross-functional teams.
  • Advocating for our customers internally to ensure strong alignment between our organizations.
  • Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity.

Skills

Client Relationship Managementb2b technologyRevenue Growthpartnership managementtechnical acumenCross-Functional CollaborationFinancial ServicesAccount Management

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