Technical Account Manager - Territory - Partnerships
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 will collaborate with Partner Account Managers who surface partner requests based on technical needs, and you'll drive the technical engagement, acting as an expert resource to help customers with integration reviews, troubleshooting, and technical best practices. You'll work across channels like email and phone to ensure partners get the most out of their integration with Plaid. You will manage inbound requests spanning integration reviews, solutions consulting, and troubleshooting, act as a technical expert on Plaid's products, and maintain a strong understanding of Plaid's API and system architecture. You'll work closely with Partner Account Managers, Support, Engineering, and Product teams to escalate and resolve complex technical issues, all while prioritizing a high volume of account requests efficiently.
Requirements
- 5+ years of experience in a client-facing and technology-focused role combining business experience and technical acumen
- Experience working in a Partnerships function strongly preferred
- Strong ability to translate complex technical concepts into clear actionable recommendations
- Strong understanding of APIs, system infrastructure, and troubleshooting methodologies
- Experience working in a fast-paced, customer-facing environment with high volume of inbound requests
- Strong project management and prioritization skills
- Customer-first mindset with 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 to assist customers with integration reviews, solutions consulting, and troubleshooting
- Act as a technical expert on Plaid's products, ensuring customers receive clear and actionable guidance
- Work closely with Partner Account Managers to address customer inquiries and align on technical support levels
- Maintain a strong understanding of Plaid's API, system architecture, and product offerings
- Ensure a seamless customer experience by efficiently handling multiple inbound requests
- Prioritize a large volume of account requests based on impact and manage time efficiently
- Partner with internal teams including Support, Engineering, and Product to escalate and resolve complex technical issues
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Equity