Account Manager, Plaid
SMB
$102.7-116.2k
+ Equity
1-5 days a week in office
Data network powering the tools millions of people rely on to live a healthier financial life
Be an early applicant
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Be an early applicant
$102.7-116.2k
+ Equity
1-5 days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 2-4 years of 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
What the job involves
- Plaid is looking for customer-facing professionals to manage and grow Plaid’s relationships with high-growth SMB customers
- The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented
- You will be the primary point of contact for your customers and will work with them on all stages of integrations, scaling, driving adoption, product expansion, and account management
- You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data
- Own the overall relationship with your portfolio of customers in our fastest growing customer segment
- Build relationships with the C-Suite and Product teams to retain and grow revenue
- Own 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
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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 66 more jobs at Plaid