FinTech Account Manager - Territory

Plaid · New York City Office · $148.8K – $176.4K · Sales & BD

Posted 2026-09-19

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Qualifications

- 4-8 years of account management and sales experience.

- Customer empathy and deep desire to see customers succeed.

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

- 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.

- Ability to work with all types of people and build long-lasting relationships.

- Strong Sales experience (negotiation/value-selling).

- Executive level communication skills - written and verbal.

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

- Retention and Termination-save tactics.

Responsibilities

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

- Build strong relationships with the C-Suite and Product teams to retain and grow revenue.

- Own and exceed revenue 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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