Scaled Account Manager, Plaid

Salary not provided

Mid and Senior level

New York

1-5 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

FintechB2BBankingInternal toolsSaaSAPI

Open for applications

Salary not provided

Mid and Senior level

New York

1-5 days a week in office (Spring Street, NY)

1001+ employees

FintechB2BBankingInternal toolsSaaSAPI

Company mission

To unlock financial freedom for everyone.

Job

Company

Role

Who you are

3-5 years of client-facing experience (account management, customer success, consulting, or operations)
Customer empathy and genuine desire to see customers succeed
Comfort with ambiguity and building process from scratch
Interest in financial services and technical products; a high degree of intellectual curiosity
Excitement to work in a high-growth environment and build processes and tools as needed
Ability to work with all types of people and build productive working relationships
Analytical mindset: comfortable with data, reporting, and structured prioritisation
We encourage you to apply to a role even if your experience doesn't fully match the job description

What the job involves

Own 150+ European SMB accounts, serving as the primary contact
Drive activation for signed-not-live accounts
Run business reviews and health check-ins for tier one customers. Monitor usage data via Databricks to flag churn risk and accounts below minimums
Identify upsell opportunities from the data and customer engagements
Manage renewals end to end: pricing, contract adjustments, billing coordination via Tesorio
Develop repeatable processes (onboarding cadences, activation playbooks, escalation workflows) that scale with the growing book. Triage technical escalations with Support & Customer Engineering

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.

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