Account Management Lead, Plaid
SMB
$213.6-289.2k
OTE
Offers Equity • Offers Commission
2+ days a week in office (Spring Street, NY)
Data network powering the tools millions of people rely on to live a healthier financial life
Open for applications
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Open for applications
$213.6-289.2k
OTE
Offers Equity • Offers Commission
2+ days a week in office (Spring Street, NY)
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 8+ years of experience, ideally 3+ years managing a revenue-driving team
- Proven track record of success driving revenue through account management at a technology company, working with SMB or financial services organizations as clients
- Experience in both new customer acquisition and install-base account management, preferably in a hyper-growth environment
- Excitement for recruiting, onboarding, and coaching; a thoughtful approach to team planning and development
- Strong ability to articulate technical and financial value propositions – internally for cross-functional collaboration and externally to customers, including executive audiences
- Strong analytical skills to understand customer trends at scale
- Ability to build relationships with internal and external stakeholders
- Outstanding communication skills to drive internal alignment and results
- We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
What the job involves
- The SMB Account Management team is a core part of Plaid's mission to unlock financial freedom for everyone
- We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem
- Our team is dedicated to building meaningful relationships with our clients, providing solutions that drive growth, and ensuring Plaid's products enable businesses to thrive
- We work collaboratively across teams to meet ambitious revenue goals while fostering a culture of continuous learning and development
- The Account Management team leverages our deep technical, product, and industry knowledge to help our SMB customers build and scale amazing applications and businesses
- We act as partners, advisors, and advocates for our customers to help shape how their customers interact with their finances
- As the SMB Account Management Lead, you'll be responsible for managing and growing the SMB customer base, as well as setting the vision and strategy to build long-term partnerships
- You will lead a team of account managers who work with some of Plaid's most dynamic SMB customers
- You'll collaborate cross-functionally across product and go-to-market teams to build solutions that drive growth for customers and your team
- As our business rapidly expands, we're looking for an action-oriented and thoughtful leader who can hire thoughtfully, bringing the right relationship managers into the business and enabling them to steward the next phase of Plaid's growth and impact
- Recruiting, hiring, and developing a world-class account management team to support our fastest-growing SMB customers and deliver on revenue targets
- Motivating and inspiring each team member to enable personal and professional career growth
- Engaging directly with C-level executives internally and externally to build and maintain customer relationships
- Building and executing the strategy that drives upsell/cross-sell revenue and renewals at scale, and operationalizing processes to drive team efficiency
- Working in a high-pace, cross-functional environment that presents different challenges every day
- Working with leadership across the company to set direction for the SMB team and Plaid as a whole
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
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