Account Manager - Banking and Wealth

We're seeking an experienced Account Manager to oversee and expand relationships with high-potential customers in the banking, wealth, and insurance sectors. As a key member of Plaid's Account Management team, you will leverage technical, product, and industry expertise to help customers build and scale their applications.

Responsibilities:

• Develop and maintain strong relationships with customers, identifying key stakeholders and influencers.
• Manage partnership, commercial, and technical aspects, creating strategies to boost product adoption and revenue growth.
• Own revenue targets, driving upsell opportunities and contract renewals.
• Provide strategic advice and product guidance, ensuring customers achieve their goals.
• Collaborate with internal teams to translate customer feedback into product insights.
• Work closely with cross-functional teams, including Sales, Support, and Engineering.

Qualifications:

• 3+ years of account management experience with large enterprises.
• Experience working with technical teams to ensure successful customer launches.
• Strong customer empathy and a desire to see customers succeed.
• Ability to quickly grasp new technologies and communicate complex information effectively.
• Interest in financial services and technical products.

Plaid offers a comprehensive benefit plan, including medical, dental, vision, and 401(k), as well as additional compensation in the form of equity and/or commission.