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 Cross-Functional Collaboration Customer Success Integration Review Prioritization Project Management Solutions Consulting System Architecture Technical Guidance 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

The Technical Account Manager drives technical engagement with partners, supporting integration reviews, solutions consulting, troubleshooting, and technical best practices. The role requires strong knowledge of APIs and system architecture, customer-focused issue resolution, and effective collaboration with Partner Account Managers, Support, Engineering, and Product.

Requirements

5+ years of experience in a client-facing, technology-focused role combining business experience and technical acumen.
Experience working in a Partnerships function is strongly preferred.
Ability to translate complex technical concepts into clear, actionable recommendations.
Strong understanding of APIs, system infrastructure, and troubleshooting methodologies.
Experience in a fast-paced, customer-facing environment with high-volume inbound requests.
Strong project management and prioritization skills.
Customer-first mindset with a passion for solving technical challenges efficiently.
Ability to work cross-functionally.

Responsibilities

Work with partners across segments to provide technical guidance and support through email and phone.
Manage inbound requests involving integration reviews, solutions consulting, best practices, and troubleshooting.
Act as a technical expert on Plaid products and provide clear, actionable guidance.
Work with Partner Account Managers to address customer inquiries and align technical support levels.
Maintain strong knowledge of Plaid's API, system architecture, and product offerings.
Handle multiple inbound requests and resolve technical roadblocks efficiently.
Prioritize account requests based on impact and manage time effectively.
Collaborate with Support, Engineering, and Product to escalate and resolve complex technical issues.

Benefits

Medical insurance
Dental insurance
Vision insurance
401(k)
Equity