Technical Account Manager - Territory - Partnerships

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