Technical Account Management Leader, Plaid
$159.8-272.2k
+ equity and/or commission dependent on the position offered
1-5 days a week in office
Infrastructure and APIs for FinTech
Open for applications
Infrastructure and APIs for FinTech
1001+ employees
Open for applications
$159.8-272.2k
+ equity and/or commission dependent on the position offered
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
- The ideal candidate will possess strategic thinking skills, a strong technical background, leadership experience, and a deep passion for customer advocacy
- Passionate about people management and / or mentorship with previous experience leading a team
- Ability to motivate and manage the performance of technical teams and individuals with a hands-on, influential leadership style
- Ability to build a network internally and externally to support the team’s success
- Not be afraid to get your hands dirty and jump right in with your team
- Executive presence and confidence to manage executive relationships internally and externally, including experience communicating technical concepts and articulating value to C-level executives
- Self-motivated, detail-attentive, and have a desire for continuous learning
- A critical thinker who defaults to a customer-centric consultative approach
- Experienced in successful implementation of process and procedure in a scaling company
- Ability to work under pressure, deadlines and navigate unexpected roadblocks with a customer-first attitude and a strong sense of empathy
What the job involves
- The Technical Account Management team at Plaid is composed of dedicated professionals who are passionate about bridging customers' technical goals and challenges with Plaid's innovative solutions
- This team plays a crucial role in ensuring customer success by offering proactive strategic and technical guidance, driving product adoption, growth, and deeper customer relationships
- Their mission is to turn every customer into a lifelong Plaid champion and advocate
- The Technical Account Management Leader will serve as a highly visible technical and product expert in Plaid's offerings while leading our dynamic and growing TAM team within the GTM organization
- We seek a detail-oriented and thoughtful leader who is committed to delivering a first-class customer experience, ensuring that Plaid’s customers maximize the value of their integrations and investments
- This leader will mentor, develop, and grow the TAM team while continuously optimizing processes and internal tools to ensure the highest level of service is delivered efficiently
- Lead, mentor, and develop a team of Technical Account Managers, fostering a culture centered on technical customer success and continuous improvement
- Build team cohesion, vision, and purpose, all while balancing the needs of Plaid’s most strategic customers
- Build a team that acts as trusted partners and advisors to key technical stakeholders and decision-makers
- Set team goals, define TAM success, monitor performance and provide regular feedback to ensure alignment with company objectives and goals
- Identify opportunities to improve TAM processes, tools, and methodologies to enhance efficiency and customer satisfaction
- Maintain a deep understanding of Plaids products, solutions, and technical architecture to guide the TAM team and customers effectively
- Serve as an escalation point for customer issues, ensuring timely and effective resolution while maintaining a strong customer relationship
- Partner with Revenue leadership (Sales, Account Management, Support and Customer Engineering) in addition to leaders in Plaid’s Product and Engineering organizations to maintain a frequent / consistent line of communication, tackle urgent matters and implement process improvements
- Oversee successful onboarding / development and the proper ramping of skills, capabilities and role expectations for both new and existing TAM team members
- Assist recruiting efforts to find and hire top talent to continue building out the TAM role / function
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
Few candidates hear
back within 2 weeks
40% female employees
-15% employee growth in 12 months
Company
Employee endorsements
Opportunities to learn
"Lots of opportunities to grow within your space, the teams in Plaid Europe are small which means you are getting exposure to areas you may not in..."
Funding (last 2 of 5 rounds)
Apr 2021
$425m
SERIES D
Dec 2018
$250m
SERIES C
Total funding: $734.3m
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 values
- Impact - We are building a company in order to create outcomes for consumers, and for our customers. The work we do is focused on creating extraordinary results for both. We choose what we work on and measure ourselves by the lasting impact created.
- Grow, together - We constantly strive to learn and improve — as individuals, as a team, and as a company. We foster a culture of feedback, delivered frequently and empathetically. We are each responsible for our own growth, and for the growth of those around us.
- Embrace openness and positivity - These characteristics play an important role in how we interact with each other, and how we represent ourselves to the world. We are intentional with our openness (or clear when we cannot be), and we approach our relationships and challenges with optimism.
- Think rigorously; act with urgency - We work diligently to make sound decisions — but we also recognise that speed matters. We move with urgency to bring our work to the world.
- Make it better - Each of us is an owner of Plaid. We are committed to continuous improvement and leaving things better than we found them. It is not perfection we seek, but valuable, pragmatic improvements to our products, our company, and our craft.
- Consumer outcomes via customer love - Plaid exists to improve outcomes for consumers. The primary way we achieve this is through the love and loyalty of our customers. We work with and through our customers, always with the best interest of the consumer in mind
- Invent tomorrow - We think big and take responsibility for creating the financial ecosystem we want to exist. We don’t wait to see what the future will bring; we create it ourselves
Company HQ
SoMa, San Francisco, CA
Articles
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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Diversity, Equity & Inclusion at Plaid
Andrea Cruz (DEIB Program Manager)
- We are promoting equity by continuing to build employee programs to attract and keep talent growing and thriving at Plaid.
- We foster inclusion by offering annual DEIB education.
- We are building belonging with our four Plaid Community Groups: Plaids of Colour, Plaids of Faith, PLGBTQ+ and Women+.
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