Technical Account Manager - Territory - Partnerships
Provide technical guidance and support to Plaid partners, managing integration reviews, troubleshooting, and best practices to maximize product usage and drive customer success.
About the job
Responsibilities
- Work with Partners across segments to provide technical guidance and support through a variety of channels including email and phone, ensuring they’re getting the most out of their integration with Plaid
- Manage inbound requests to assist customers with a variety of technical needs including integration reviews, solutions consulting/best practices, and troubleshooting to help them optimize their use of Plaid
- Act as a technical expert on Plaid’s products, ensuring customers receive clear and actionable guidance
- Work closely with Partner Account Managers to address customer inquiries, aligning on the right level of technical support
- Maintain a strong understanding of Plaid’s API, system architecture, and product offerings to deliver accurate technical guidance
- Ensure a seamless customer experience by efficiently handling multiple inbound requests and resolving technical roadblocks
- Prioritize large volume of account requests based on impact and manage time efficiently
- Partner with internal teams, including Support, Engineering, and Product, to escalate and resolve complex technical issues as needed
Requirements
- 5+ years of experience in a client-facing and technology-focused role where business experience and technical acumen was combined
- Experience working in a Partnerships function is strongly preferred
- Strong ability to translate complex technical concepts into clear, actionable recommendations for both technical and non-technical audiences
- Strong understanding of APIs, system infrastructure, and troubleshooting methodologies
- Experience working in a fast-paced, customer-facing environment with a high volume of inbound requests
- Strong project management and prioritization skills, with the ability to handle multiple technical inquiries simultaneously
- A customer-first mindset with a passion for solving technical challenges efficiently
- Ability to work cross-functionally to ensure customers receive the best possible experience
Skills
APIs, System Architecture, Troubleshooting, Technical Guidance, Client-Facing Support, Project Management, Cross-Functional Collaboration, Solutions Consulting
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