Account Manager - Banking and Wealth
Manages relationships with banking, wealth, and insurance customers, driving revenue through upsells, product adoption, and strategic advising on Plaid integrations. Requires 3+ years quota-carrying account management experience, preferably in B2B tech and financial services.
About the job
Responsibilities
- Own the overall relationship with banking, wealth, and insurance customers, identifying key stakeholders and building relationships.
- Manage partnership, commercial, and technical topics; develop strategies to increase customer product adoption, engagement, and growth to drive revenue.
- Own revenue targets, including identifying and closing upsell opportunities and leading commercial negotiations for contract renewals.
- Provide strategic advisory and product consultative guidance on Plaid and industry best practices.
- Champion customers internally, translating feedback into product insights and ensuring alignment with business priorities.
- Collaborate with cross-functional teams including Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering, Product, and Business Operations.
Qualifications
- 3+ years of quota carrying account management experience; ideally with large enterprise organizations.
- Ability to collaborate with technical teams for successful customer launches; B2B technology experience a strong plus.
- Deep customer empathy and desire for customer success.
- Quickly understand new technologies and become subject matter expert in Plaid’s APIs.
- Interest in financial services and technical products; grit, enthusiasm, intellectual curiosity.
- Excitement for high-growth environment and building processes/tools.
- Adaptable, capable of building long-lasting relationships.
Skills
Account Management, B2B Sales, Revenue Growth, Upselling, Cross-Selling, Stakeholder Management, Commercial Negotiations, APIs, Financial Services, Customer Success, Partnership Management, Product Adoption, Technical Collaboration, Fintech
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