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.

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Skills

Account Management Account Planning Api Infrastructure Business Development Business Review Commercial Strategy Consulting Cross-Functional Collaboration Customer Retention Expansion Financial Services Fintech Payments Product Guidance Relationship Management Renewal Stakeholder Management Strategic Partnerships

Candidate Availability

Hybrid · San Francisco · Required

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

About the Role

As an Account Manager on Plaid's Enterprise team, you will own and grow relationships with some of the company's largest and most strategic customers. You will serve as a trusted advisor, commercial partner, and cross-functional leader while partnering with Sales, Product, Engineering, and Support to deliver customer outcomes.

Requirements

7+ years of experience in a client-facing commercial role such as Account Management, Strategic Partnerships, Consulting, or Business Development.
Demonstrated success managing and growing enterprise customer relationships.
Previous B2B technology experience is a strong plus.
Strong commercial acumen and experience driving renewals, expansions, and strategic customer outcomes.
Ability to navigate complex organizations and influence executive stakeholders.
Cross-functional collaboration experience with Sales, Product, Engineering, and Support.
Strong problem-solving, strategic thinking, communication, presentation, and relationship management skills.
Ability to learn technical concepts and understand complex product ecosystems.
High ownership, curiosity, adaptability, and customer empathy.
Preferred experience with B2B technology, fintech, API infrastructure, payments, or financial services products.

Responsibilities

Manage and grow a portfolio of 10-15 large enterprise customers.
Build trusted relationships with executive sponsors, decision-makers, influencers, and operators.
Drive customer adoption, engagement, retention, and growth.
Lead renewals, expansions, strategic partnership discussions, and account planning.
Identify and execute growth opportunities with Account Executives and cross-functional teams.
Act as a strategic consultant by delivering industry insights, product guidance, and data-driven recommendations.
Lead business reviews, operational checkpoints, product launches, and technical escalations.
Develop account strategies balancing short-term execution with long-term growth.
Partner with Sales, Solutions Engineering, Product, Engineering, Support, and Legal.
Advocate for customers internally and influence product direction.

Benefits

Medical insurance
Dental insurance
Vision insurance
401(k)
Equity