Account Manager - 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 relationships with high-growth SMB customers. You serve as the primary point of contact throughout integration, launch, scaling, adoption, product expansion, and account management. You build executive and product relationships, identify upsell opportunities, lead renewals, support integrations, and solve complex customer challenges through cross-functional collaboration.
Requirements
- 2-4 years of relationship management and sales experience
- Customer empathy and commitment to customer success
- Ability to learn and understand APIs
- Familiarity with financial services and technical products
- Ability to build long-lasting relationships
- Strong sales, negotiation, and value-selling experience
- Executive-level written and verbal communication skills
- Relationship-building skills
- Retention and termination-save tactics
Responsibilities
- Own the overall relationship with a portfolio of SMB customers
- Build relationships with C-suite and product teams to retain and grow revenue
- Own revenue targets
- Identify and close new upsell opportunities
- Lead commercial negotiations for contract renewals
- Help customers integrate and launch
- Solve complex customer challenges through creative problem solving
- Work cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
