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PlaidPlaidSan Francisco, CA

Account Manager

Manage and grow relationships with high-growth FinTech customers at Plaid. Own revenue targets through upsells, contract renewals, integrations, and cross-functional problem-solving while building C-Suite partnerships.

149k – 176k/yr
HybridAccount Management

About the role

Responsibilities

  • Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment.
  • Build strong relationships with the C-Suite and Product teams to retain and grow revenue.
  • Own and exceed revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals.
  • Help customers integrate and launch on Plaid.
  • Solve complex customer challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.

Requirements

  • Demonstrated relationship management and sales experience.
  • Customer empathy and deep desire to see customers succeed.
  • Desire to get technical and the ability to learn the ins and outs of Plaid's APIs.
  • Some familiarity in financial services and technical products; a high degree of intellectual curiosity.
  • Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed.
  • Ability to work with all types of people and build long-lasting relationships.
  • Strong Sales experience (negotiation/value-selling).
  • Executive level communication skills - written and verbal.
  • Relationship building (understand how to leverage internal/external executives, product, etc).
  • Retention and Termination-save tactics.

Nice-to-Haves

  • Familiarity with financial services and technical products.

Skills

API IntegrationsFinancial ServicesRelationship Managementsales negotiationRevenue GrowthCustomer SuccessCross-Functional Collaborationc-suite engagementContract Negotiationtechnical learning

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