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

Api Communication Customer Relationship Management Database Escalation Management Postman Project Management Sql Stakeholder Management System Architecture Technical Account Management Troubleshooting

Candidate Availability

Hybrid · San Francisco · Required

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

About the Role

This strategic, high-impact technical leadership role owns customer technical success, serves as a product expert and internal customer advocate, develops technical strategies, supports integrations, drives adoption, and translates customer feedback into product insights.

Requirements

5+ years of experience in a client-facing, technology-focused role combining business experience and technical acumen.
Experience independently managing customer relationships and executing technical strategies.
Ability to connect technical solutions to business objectives, KPIs, and revenue outcomes.
Excellent project management and communication skills.
Deep understanding of APIs, databases, system infrastructures, and architecture.
Postman, SQL, and monitoring or logging dashboard experience is a plus.
Strong troubleshooting and initiative.
Ability to collaborate cross-functionally and influence technical decision-makers, including C-suite stakeholders.
Comfort working under pressure and meeting deadlines with a customer-first attitude.

Responsibilities

Work with Plaid's most tech-savvy FinTech customers as a technical expert.
Own post-sales technical strategy and customer alignment.
Optimize customer integrations and drive adoption of new technical features.
Build relationships with technical stakeholders from engineers to CPOs and CTOs.
Translate customer feedback into product insights.
Serve as the escalation point for technical incidents and issues.
Track customer integration health and feature adoption metrics.
Define, track, and deliver quarterly technical account goals with Account Managers.

Benefits

Equity
Medical, dental, and vision insurance
401(k)