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From the employer's careers site First seen 28 Oct 2026

Account Management Lead - SMB

Plaid San Francisco, California Hybrid senior full-time

Salary

$213.6K - $289.2K per year

Apply on Plaid

Description

We believe that the way people interact with their finances will drastically improve in the next few years. We're dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products.

The SMB Account Management team is a core part of Plaid's mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem.

As the SMB Account Management Lead, you'll be responsible for managing and growing the SMB customer base, as well as setting the vision and strategy to build long-term partnerships. You will lead a team of account managers who work with some of Plaid's most dynamic SMB customers.

Responsibilities

  • Recruiting, hiring, and developing a world-class account management team to support our fastest-growing SMB customers and deliver on revenue targets
  • Motivating and inspiring each team member to enable personal and professional career growth
  • Engaging directly with C-level executives internally and externally to build and maintain customer relationships
  • Building and executing the strategy that drives upsell/cross-sell revenue and renewals at scale, and operationalizing processes to drive team efficiency
  • Working in a high-pace, cross-functional environment that presents different challenges every day
  • Working with leadership across the company to set direction for the SMB team and Plaid as a whole

Qualifications

  • 8+ years of experience, ideally 3+ years managing a revenue-driving team
  • Proven track record of success driving revenue through account management at a technology company, working with SMB or financial services organizations as clients
  • Experience in both new customer acquisition and install-base account management, preferably in a hyper-growth environment
  • Excitement for recruiting, onboarding, and coaching; a thoughtful approach to team planning and development
  • Strong ability to articulate technical and financial value propositions – internally for cross-functional collaboration and externally to customers, including executive audiences
  • Strong analytical skills to understand customer trends at scale
  • Ability to build relationships with internal and external stakeholders
  • Outstanding communication skills to drive internal alignment and results

Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k).

On-target Earnings (OTE) $213.6K – $289.2K

Skills

Required

Ready to apply?

You apply with the employer directly. Their original posting is here: https://jobs.ashbyhq.com/plaid/822cc76e-10b8-49bc-86e4-aff2870ded25

Apply on Plaid