Account Management Lead - SMB
Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.
Maintainer signals as of 9/2/2026
Funding history
Projects
About Plaid Inc.
Plaid provides developer infrastructure and financial tools for account connectivity, financial data access, bank payments, identity verification, AML monitoring, credit and underwriting, and fraud prevention. Its network supports thousands of fintech companies and more than 12,000 financial institutions across the United States, Canada, the United Kingdom, and Europe.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
Manage and grow the SMB customer base, set the vision and strategy for long-term partnerships, lead account managers, recruit and develop the team, engage with C-level executives, drive upsell, cross-sell, and renewal revenue, improve operational efficiency, and collaborate across product and go-to-market functions.
Requirements
- 8+ years of experience, ideally including 3+ years managing a revenue-driving team.
- Proven success driving revenue through account management at a technology company.
- Experience working with SMB or financial services organizations as clients.
- Experience in new customer acquisition and install-base account management.
- Recruiting, onboarding, and coaching experience.
- Ability to articulate technical and financial value propositions.
- Strong analytical skills.
- Relationship-building ability with internal and external stakeholders.
- Outstanding communication skills.
Responsibilities
- Recruit, hire, and develop an account management team.
- Motivate and inspire team members to support their personal and professional growth.
- Engage directly with internal and external C-level executives to build and maintain customer relationships.
- Build and execute strategies that drive upsell, cross-sell, and renewal revenue.
- Operationalize processes to improve team efficiency.
- Work in a fast-paced, cross-functional environment.
- Work with company leadership to set direction for the SMB team and Plaid as a whole.
Benefits
- Equity
- Commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
