Technical Account Manager - Enterprise
The Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing proactive strategic and technical guidance, which enables growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate.
This is a strategic, high-impact technical leadership position. You’ll own the long-term technical success of some of the most innovative Enterprise companies in the world, influencing how millions of users experience financial connectivity. You will be a product expert in Plaid's offerings, owning many customer relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings. You’ll be 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 other cross-functional teams to be the primary driver of the design and execution of technical strategies that help our customers achieve their goals.
RESPONSIBILITIES
- Work with Plaid's most strategic Enterprise customers as their technical expert, helping them use Plaid to meet their business and technical goals
- Own the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated
- Proactively identify opportunities to optimize customer integrations and drive adoption of Plaid's newest technical features, tying each to measurable outcomes such as increased conversion, error reduction, or expanded coverage
- Build and maintain relationships with technical stakeholders at every level, from engineers to CPOs and CTOs
- Advocate for customers by translating their feedback into product insights for internal teams, and partner with key stakeholders to align their business and product priorities with Plaid's
- Serve as the escalation point for technical incidents or issues that surface beyond normal Plaid support channels
- Collaborate with account managers to define, track, and deliver quarterly technical account goals that grow product adoption and customer value
QUALIFICATIONS
- 10+ years of experience in client-facing, technology-focused roles that combine business expertise and technical acumen; experience working with enterprise customers strongly preferred.
- Proven ability to independently manage complex customer relationships and develop technical strategies that drive adoption, customer success, and measurable business outcomes.
- Strong technical foundation across APIs, databases, system infrastructure, and architecture; experience with tools such as Postman, SQL, and monitoring/logging platforms is a plus.
- Excellent communication and project management skills, with the ability to translate complex technical concepts for both technical and non-technical audiences and connect solutions to business objectives, KPIs, and revenue outcomes.
- Demonstrated ability to build trusted relationships and influence technical decision-makers and stakeholders at all levels, including executives, while collaborating effectively across cross-functional teams.
- Proactive, customer-first problem solver with strong troubleshooting skills and the ability to navigate ambiguity, escalations, competing priorities, and unexpected roadblocks under pressure.