Partnerships Account Manager, Plaid
Banking & Wealth
$140.2-209.3k
1-5 days a week in office
Infrastructure and APIs for FinTech
Posted today
Infrastructure and APIs for FinTech
1001+ employees
Posted today
$140.2-209.3k
1-5 days a week in office
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- 4+ years sales and account management experience in a dynamic high-growth environment or at a name brand corporation, and 7+ years of overall work experience
- Proven ability to develop and grow large partner relationships (>$1m++ ARR)
- Strong communicator and internal relationship builder, who can collaborate cross-functionally (e.g., with our Product and technical teams) on complex topics
- A strong business generalist with strategic mindset to build a holistic partner program in addition to individual partner relationships
- Banking platform, payments, and previous B2B technology experience are a strong plus
What the job involves
- Plaid’s GTM Partnerships team unlocks “one to many” customer relationships with technology platforms to allow more end customers and consumers to benefit from Plaid’s solutions
- Partnerships Account Manager, Banking & Wealth is aligned with specific revenue segments, in this case supporting our banking and wealth partners
- In this role, you’ll be the primary point of contact for Banking and Wealth platform partners and prospects looking to leverage Plaid in a number of ways, from payments to financial management to consumer lending
- You’ll support these partners across the partner lifecycle – from relationship building to integration, to first customer live, to scaling volumes, to product expansion (upselling)
- You’ll be responsible for working directly with internal and external stakeholders across functions - from product to legal to engineering - to support some of our most critical partners’ businesses
- Successful candidates in this role have a blend of commercial skills, general business aptitude, and a track record driving complex cross-functional work streams
- Past experience in tech partnerships, business development, other strategic commercial roles, and/or top-tier consulting/finance roles make for a good team fit
- Business Development: Identify high potential partner prospects, build relationships, and support account executives with the signing and onboarding of new partners
- Partner management: Own all aspects of the partner relationship (business, product, growth strategy) with support from our cross-functional teams (support, implementation)
- Partner growth and upselling: Elevate our partner relationships through key milestones – from completed integration to “first customer live” to scale, and ultimately to selling additional products
- Cross-functional partner: Collaborate with teams such as product and implementation to enable continued growth of our scaled partnerships program, such as by sharing product feedback and scaling needs
Our take
Plaid builds infrastructure that allows a consumer 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 12,000 financial institutions in the US, Canada, the UK and Europe. 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. Despite its strong position, it has not been immune to the difficult global economic situtation and was forced to restructure at the end of 2022, laying off some of its workforce. However it is still experiencing growth and is well-positioned to weather the current economic uncertainty.
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
- Monthly wellness stipend (gym on us)
- We offer breakfast, lunch, and dinner to keep you well-fed and healthy (when working from the office)
- From medical, life, dental and pension schemes, we’re here to support your physical, mental, and financial wellbeing
- We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids
- Every Plaid is in control of their career development with our learning stipends, tools, and trainings
- We give Plaids the freedom and flexibility to choose where they work - whether that is in a Plaid office, at home in any supported location, or a mix of both!
- Two weeks of synchronous, company-wide vacation
- We want to make sure you have time to meet your personal needs with unlimited PTO
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(CEO)He was a Consultant at Bain and previously a Research Fellow and Trustee at Duke before co-founding Plaid
William Hockey
(Board Director)He was previously an associate at Bain and has since moved on from Plaid to become Co-CEO at Column
Salary benchmarks
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