Product Manager Sales-Assisted Growth

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

Series D7 current maintainers5 active leadsTeam intelligence

Maintainer signals as of 9/25/2026

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 own the end-to-end experience for sales-worked customers, from onboarding through expansion and offboarding. You will build internal and external tooling, use account-health signals to guide growth and retention, deliver AI-driven automation, and partner across functions to measure impact.

Requirements

  • Product management experience building internal tools or workflows for sales, support, or operations users
  • Experience shipping an AI-assisted or AI-automated product experience
  • Experience with account-based upsell, cross-sell, or retention motions, or ability to reason about the account lifecycle
  • Ability to partner with Sales and Account Management stakeholders
  • Strong cross-functional communication skills

Responsibilities

  • Own the sales-worked customer experience across onboarding, features, upsell, cross-sell, lifecycle communications, and offboarding
  • Own internal tooling that reduces manual work for sellers
  • Own external-facing tooling for sales-worked accounts
  • Use propensity and account-health signals to drive expansion and retention
  • Identify and ship AI-driven automation across the account lifecycle and seller workflow
  • Partner with GTM leadership on expansion and segment priorities
  • Partner cross-functionally to ship and measure impact

Benefits

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