Technical Account Manager, Plaid
Fintech
$135-202k
Data network powering the tools millions of people rely on to live a healthier financial life
Job no longer available
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Job no longer available
$135-202k
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 5+ years of experience in a client-facing and / or technology-focused role where business experience and technical acumen was combined. Experience working with enterprise customers is strongly preferred
- Experience managing customer relationships independently and building / executing technical strategies to make customers successful with new technologies
- Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences, simplifying complexities in a concise / clear manner
- Have a deep / thorough understanding of API’s, databases, system infrastructures, and architecture
- Self-starter who takes initiative and possesses strong troubleshooting skills to guide customers through complex or escalated issues
- Ability to collaborate cross-functionally with different teams, levels of seniority, and influence structure / process to ensure everyone can meet their goals and timelines
- Ability to work under pressure to meet deadlines and navigate unexpected roadblocks with a customer-first attitude and a strong sense of empathy
- Willing and able to travel as needed to customers, office, team events, etc
What the job involves
- The Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions
- We play a crucial role in a customer's success by providing proactive strategic and technical guidance, which enables growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate
- You will be a highly visible technical and product expert in Plaid's offerings, working with some of Plaid’s largest and most strategic customers in the Fintech segment
- You will own many customer relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings
- You will work in partnership with Account Manager(s) and several other cross-functional teams, and you will be the primary driver of the design and execution of technical strategies to help our customers achieve their goals
- Working with Plaid’s most strategic customers in the Fintech segment and collaborating as a technical expert on leveraging Plaid to accomplish their business + technical goals and objectives
- Owning the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated
- Providing clear technical direction on all aspects of Plaids’ products
- Establishing and owning relationships with every level of technical stakeholder from Engineers to CPOs / CTOs
- Being an advocate for innovation and early adoption of Plaid solutions available to appropriate customers
- Serving as the escalation point for technical incidents and / or issues that have surfaced beyond the normal Plaid support channels
Our take
Plaid builds infrastructure that allows consumers to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.
Plaid has integrated with over 12,000 financial institutions in the US, Canada, the UK and Europe. And about a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs).
The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts. This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2025
$575m
LATE VC
Apr 2021
$425m
SERIES D
Total funding: $1.3bn
Company benefits
- Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
- Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
- Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(Co-Founder & CEO)Previously, Zach was a Consultant at Bain and a Research Fellow and Trustee at Duke before co-founding Plaid ion 2012.
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