FinTech Account Manager - Named

Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.

Series D0 current maintainers0 active leadsTeam intelligence

Maintainer signals as of 9/2/2026

San Francisco, United States

Funding history

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.

View jobs by Plaid Inc.

Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will manage relationships with a portfolio of customers, build executive and product partnerships, and retain and grow revenue. You will identify upsell opportunities, lead renewal negotiations, help customers integrate and launch, and solve customer challenges with cross-functional partners.

Requirements

  • 7+ years of quota-carrying software or technology account management experience
  • Attention to detail, organization, prioritization, and cross-functional work-stream management
  • Executive-level written and verbal communication
  • Relationship-building skills
  • Commercial and sales experience, including contract negotiation and value selling
  • Customer retention and termination-save tactics
  • Ability to learn Plaid APIs
  • Familiarity with financial services and technical products

Responsibilities

  • Manage the overall relationship with a portfolio of customers
  • Build relationships with customer C-suite, Product, and Engineering teams
  • Exceed revenue growth targets through upsells and contract renewals
  • Help customers integrate and launch
  • Solve customer challenges with cross-functional partners

Benefits

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