Account Management Lead - SMB
Plaid is a financial technology company providing APIs and network connectivity for businesses to build financial products. Its platform supports bank-account linking, financial data access, identity verification, fraud and risk tools, credit underwriting, and bank payments.
Maintainer signals as of 8/12/2026
Funding history
Projects
About Plaid
Plaid operates a financial data network and API platform that lets businesses connect to financial institutions and build financial experiences. Its products support account and identity verification, real-time balance and transaction data, investment and liability data, income and underwriting workflows, fraud and AML risk checks, and multi-rail bank payments. It serves developers, businesses, financial institutions, platforms, lenders, banks, and consumer-facing financial-product providers.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You manage and grow the SMB customer base while setting the vision and strategy for long-term partnerships. You lead account managers, recruit and develop the team, engage with C-level executives, drive upsell, cross-sell, and renewals, improve operational efficiency, and collaborate across product and go-to-market functions to deliver customer and revenue growth.
Requirements
- 8+ years of experience
- 3+ years managing a revenue-driving team
- Account management revenue growth experience 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
Benefits
- Equity
- Commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)