Account Management Leader, Plaid
SMB
$177.6-329.3k
1-5 days a week in office
Infrastructure and APIs for FinTech
Be an early applicant
Infrastructure and APIs for FinTech
1001+ employees
Be an early applicant
$177.6-329.3k
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
- Proven track record of driving revenue growth through sales, account management, or customer success in high-growth technology environments, ideally at a business with $50M+ revenue
- 10+ years of experience, including 5+ years managing a revenue-driving team, ideally in scaled account management or customer success
- 2+ years managing second-line managers is strongly preferred
- A passion for recruiting, developing talent, and thoughtful team planning
- Strong ability to articulate both technical and financial value, internally across functions and externally with customers, including C-level stakeholders
- Excellent relationship-building skills with both internal and external partners
- Outstanding communication skills to inspire teams, align stakeholders, and drive results
- Ability to thrive in a fast-paced, high-growth environment, with a hands-on, scrappy approach to building processes, tools, and structure as needed
- Brings a strong point of view on how to leverage AI in this role, with genuine curiosity for emerging capabilities
What the job involves
- We are looking for a high-impact SMB Account Management Leader to drive growth, team performance, and innovation
- The ideal candidate is a proven, second-line people leader with strong business acumen, a rigorous operator skilled in designing and executing scalable processes, and a visionary in leveraging AI to enhance customer engagement and team efficiency
- This person is responsible for hitting ambitious revenue goals and partnering closely with cross-functional teams across Sales, Product, Marketing, and Ops to deliver a world-class SMB customer experience
- Lead and inspire a high-performing team of SMB Account Managers, including people leaders, fostering growth, accountability, and a culture of excellence
- Drive revenue growth by building and executing strategies that help customers scale and deepen their use of Plaid’s products
- Establish a rigorous operational rhythm to improve team efficiency, including effective process design and AI-powered automation
- Develop and scale customer success motions that deliver consistent value and support for a high volume of fast-growing SMBs
- Engage directly with customer executives to build strategic relationships, map key stakeholders, and drive long-term partnerships
- Partner cross-functionally with Product, Sales, Marketing, and Ops to advocate for customer needs and influence Plaid’s roadmap
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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