FinTech Account Manager, Plaid

Territory

$148.8-176.4k

OTE

+ Equity

Mid and Senior level

New York

San Francisco Bay Area

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

$148.8-176.4k

OTE

+ Equity

Mid and Senior level

New York

San Francisco Bay Area

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

4-8 years of account 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
Some familiarity 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
Strong Sales experience (negotiation/value-selling)
Executive level communication skills - written and verbal
Relationship building (understand how to leverage internal/external executives, product, etc)
Retention and Termination-save tactics
We encourage you to apply to a role even if your experience doesn't fully match the job description

What the job involves

Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment
Build strong relationships with the C-Suite and Product teams to retain and grow revenue
Own and exceed 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 (4.2)

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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