FinTech Account Manager - Named

Plaid · San Francisco HQ · $171.6K – $214.8K · Sales & BD

Posted 2026-09-19

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Qualifications:

- 7+ years of quota carrying software or technology account management experience.

- Strong attention to detail, organizational skills, prioritization and management of multiple cross-functional work streams across internal and external stakeholders.

- Executive level communication skills - written and verbal.

- Relationship building (understand how to leverage internal/external executives, product, etc).

- Strong Commercial/Sales experience (contract negotiation, value-selling).

- Customer retention and termination-save tactics.

- Desire to get technical and the ability to learn the ins and outs of Plaid's APIs.

- Customer empathy and deep desire to see customers succeed.

- Some familiarity in financial services and technical products; a high degree of intellectual curiosity.

- Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed.

Responsibilities:

- Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment.

- Build strong relationships with customer C-Suite, Product and Engineering teams to retain and grow revenue.

- Own and exceed revenue growth targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals.

- Help customers integrate and launch on Plaid.

- Solve complex customer challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.

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