Technical Account Manager - FinTech
Plaid offers a platform that enables applications to connect with users' bank accounts, facilitating a wide range of financial services. They provide tools for payments, personal finance management, credit, and more, serving clients like Moneybox, Western Union, and Affirm. Their core product is an API that provides access to a vast network of financial institutions, allowing developers to build financial products and services.
Funding
Projects
About Plaid
Plaid is a financial technology company that enables applications to connect with users' bank accounts. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments through other financial technology applications. Plaid's network connects to over 12,000 financial institutions across 20 markets, serving a global user base of over 100 million. The company provides APIs for developers to build solutions for personal financial management, credit, payments, business finances, iGaming, and property management. Key products include Auth for account verification, Link for connecting accounts, Transactions for accessing financial data, Balance for real-time checks, Assets for verifying assets, and Identity for user verification. Plaid focuses on increasing conversion, fighting fraud, and providing clean, organized financial data for smarter underwriting and other financial services.
Skills
About the Role
You'll be a strategic, high-impact technical leader owning the long-term technical success of some of the most innovative FinTech companies in the world, influencing how millions of users experience financial connectivity. You will become a product expert in Plaid's offerings, owning many customer relationships simultaneously while staying up to date on Plaid's technological improvements and new product offerings. You'll act as the technical voice and advocate for your customers internally, helping to shape Plaid's product direction based on real-world feedback and impact. You will work in partnership with Account Managers and several cross-functional teams to drive the design and execution of technical strategies that help your customers achieve their goals.
Requirements
- 5+ years of experience in a client-facing and technology-focused role combining business experience and technical acumen
- Experience managing customer relationships independently and building/executing technical strategies
- Demonstrated ability to tie technical solutions to business objectives, KPIs, and revenue outcomes
- Excellent project management and communication skills
- Deep understanding of APIs, databases, system infrastructures, and architecture
- Experience with tools like Postman, SQL, and monitoring/logging dashboards a plus
- Self-starter with strong troubleshooting skills
- Ability to collaborate cross-functionally and influence technical decision-makers including C-suite
- Comfortable working under pressure to meet deadlines
Responsibilities
- Work with Plaid's most tech-savvy customers in the FinTech segment as a technical expert
- Own the post-sales technical strategy and alignment with customers
- Proactively identify opportunities to optimize customer integrations and drive adoption of new technical features
- Establish and own deep relationships with technical stakeholders from Engineers to CPOs/CTOs
- Champion customers and translate customer feedback into product insights
- Serve as the escalation point for technical incidents and issues
- Track customer integration health and feature adoption metrics
- Collaborate with Account Managers to define, track, and deliver quarterly technical account goals
Benefits
- Equity
- Medical, dental, and vision insurance
- 401(k)