Account Manager, Plaid

Mid-Market

$105.8-158.8k

Compensation in the form(s) of equity and/or commission are dependent on the position offered

Senior and Expert level

New York

1-5 days a week in office

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

FintechB2BBankingInternal toolsSaaSAPI

Job no longer available

$105.8-158.8k

Compensation in the form(s) of equity and/or commission are dependent on the position offered

Senior and Expert level

New York

1-5 days a week in office

1001+ employees

FintechB2BBankingInternal toolsSaaSAPI

Company mission

To unlock financial freedom for everyone.

Job

Company

Role

Who you are

6+ years of quota carrying software or technology account management experience
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
Interest 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

What the job involves

The Mid-Market Account Management team at Plaid works closely with our early stage companies that have grown the fastest on our platform
You will be responsible for building deep relationships with the executive and product teams within your portfolio companies, and for helping those customers become top 50 Plaid customers
The Mid-Market Account Management team acts as partners, advisors, and advocates for our customers
By leveraging deep technical, product, and industry knowledge, we help our customers build and scale amazing applications that become the future of fintech
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

Top investors

40% female employees

-15% employee growth in 12 months

Glassdoor (4.1)

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

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