# Account Manager - Banking and Wealth

**Company**: Plaid
**Location**: San Francisco, California
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $148.8K - $176.4K
**Category**: Sales
**Industry**: Finance

**Apply**: https://jobs.ashbyhq.com/plaid/e30345d6-da95-4996-ac52-42f5a8c73961?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/account-manager-banking-and-wealth-ef0bf5e6-4a2/

## Description

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.

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## Skills

### Required
- account management
- customer relationships
- strategic planning
- communication

### Nice to have
- B2B technology experience
- financial services knowledge
- technical expertise

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Source: [Apply at jobs.ashbyhq.com](https://jobs.ashbyhq.com/plaid/e30345d6-da95-4996-ac52-42f5a8c73961?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)