Account Manager Fintech
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 will manage and grow customer relationships, build executive and Product partnerships, retain and expand revenue, close upsell opportunities, negotiate renewals, help customers integrate and launch, and resolve complex challenges through cross-functional collaboration.
Requirements
- Relationship management experience
- Sales experience
- Customer empathy
- Ability to learn APIs
- Familiarity with financial services and technical products
- Negotiation skills
- Value-selling skills
- Executive-level written and verbal communication skills
- Relationship-building skills
- Retention and termination-save tactics
Responsibilities
- Own and manage customer relationships
- Build relationships with C-Suite and Product teams
- Retain and grow revenue
- Identify and close upsell opportunities
- Lead commercial negotiations for renewals
- Help customers integrate and launch
- Solve customer challenges cross-functionally
Benefits
- Equity
