Account Manager - Banking and Wealth

Skills

About the Role

You will be the primary point of contact for banking, wealth, and insurance customers, guiding them through integration, scaling, product expansion, and partnership management. You will own revenue targets, identify upsell opportunities, lead renewal negotiations, and act as a strategic advisor. You will also turn customer feedback into product insights and work with cross-functional teams.

Requirements

• 3+ years of quota carrying account management experience, ideally with large enterprise organizations
• Ability to collaborate closely with technical teams to ensure timely customer launches
• Deep customer empathy
• Ability to quickly learn new technologies and become a subject matter expert in Plaid's APIs
• Interest in financial services and technical products
• Adaptable and able to build long-lasting relationships

Responsibilities

• Own the overall relationship with banking, wealth, and insurance customers and build relationships with key stakeholders
• Manage partnership, commercial, and technical topics and implement strategies to increase product adoption, engagement, and growth
• Own revenue targets, identify and close upsell opportunities, and lead contract renewal negotiations
• Act as a strategic advisor on Plaid and industry best practices
• Translate customer feedback into product insights and align customer and Plaid priorities
• Collaborate with cross-functional teams such as Sales, Partnerships, Support, Risk, Legal, Finance, Engineering, Product, and Business Operations

Benefits

• Medical
• Dental
• Vision
• 401(k)
• Equity