# Account Manager - Enterprise - Scaled
**Company:** [Plaid](https://hotfix.jobs/companies/plaid)
**Location:** New York, NY, San Diego, CA
**Salary:** $172K-$215K
**Experience:** 5+ years
**Skills:** Crm Systems, Automation, AI, SaaS, Fintech, APIs, Payments, Project Management, Data Analytics, Workflow Tools
**Posted:** 2026-05-12
> Manages high-volume portfolio of enterprise territory accounts through onboarding, implementation, launch, and early growth. Builds scalable processes using automation and AI to drive customer activation, revenue, and operational efficiency in fintech/SaaS environment.
## Job Description
## Responsibilities
- Manage a high-volume portfolio of territory accounts through onboarding, implementation, launch, and early growth stages
- Partner with customers to ensure successful product activation and revenue generation as quickly and efficiently as possible
- Build scalable processes and operational frameworks for managing customer engagement across a large book of business
- Identify opportunities to leverage **automation**, **AI**, and tooling to improve efficiency, customer experience, and account coverage
- Create repeatable playbooks for onboarding, customer health tracking, adoption, escalation management, and account graduation
- Act as a strategic advisor to customers by helping them navigate implementation challenges and identify opportunities for growth
- Monitor customer performance metrics and proactively drive actions that improve activation, engagement, and revenue outcomes
- Build a classification rubric and prioritization model based on projected revenue potential and speed to scale for the accounts in your portfolio
- Determine when accounts are ready to transition into a long-term growth or strategic account management model
- Partner cross-functionally with Sales, Product, Engineering, Support, and Operations teams to improve customer outcomes and internal processes
- Surface customer feedback and operational insights to influence product improvements and scalable solutions
- Help define and evolve the team’s operating model as the business and customer base grow

## Qualifications
- 5+ years of experience in account management, customer success, consulting, operations, partnerships, or a related customer-facing role
- Experience managing a large portfolio of accounts in a fast-paced, high-growth environment
- Experience supporting customer onboarding, implementation, or post-sales growth motions at scale
- Strong operational mindset with a track record of building or improving scalable processes and workflows
- Demonstrated ability to balance strategic thinking with hands-on execution
- Experience using systems, **automation**, or **AI** tools to improve operational efficiency and customer engagement
- Strong project management and organizational skills with the ability to manage multiple priorities simultaneously
- Excellent communication and stakeholder management skills, both internally and externally
- Analytical and data-driven approach to problem solving and decision making
- High degree of ownership, adaptability, and comfort working in ambiguous environments
- Experience in **B2B**, **fintech**, **SaaS**, **APIs**, **payments**, or other technology-driven industries
- Experience designing scaled customer success or account management programs (preferred)
- Familiarity with **CRM systems**, customer engagement platforms, workflow automation tools, or **AI-enabled** productivity tools (preferred)
**Apply:** https://hotfix.jobs/jobs/account-manager-enterprise-scaled-at-plaid-0e6667df-297f-4ff4-af94-c0e888f25657
**Canonical:** https://hotfix.jobs/jobs/account-manager-enterprise-scaled-at-plaid-0e6667df-297f-4ff4-af94-c0e888f25657