Account Manager

1 month ago

San Francisco, California, United States Plaid Full time

At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid's network covers 11,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Salt Lake City, Washington D.C., London and Amsterdam. #LI-Remote

The Account Management team in Plaid's Enterprise Segment leverages our deep technical, product, and industry knowledge to help our cross-vertical cohort of customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to help shape how consumer and business interactions with their finances will drastically improve in the coming years.

Plaid is looking for an experienced customer-facing professional to manage and grow our relationships with a small, focused portfolio of high-potential, strategic customers. The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large enterprise customers (cross-selling/up-selling, increasing product utilization, senior stakeholder management). In this role, you will focus on managing a portfolio of approximately 5-10 of Plaid's largest customer accounts. You will be the primary point of contact for your customers and will work with them on all stages of integration, scaling, product expansion, and partnership management.

You will be responsible for working directly with key stakeholders ranging from developers to product owners to executives, to help customers create the applications that will empower businesses and consumers with their financial data. Your goal will be to ensure an impeccable level of service and provide thoughtful guidance on how to optimize Plaid's solutions for their business. The right candidate is solutions oriented, and has demonstrated success in owning and growing strong, long-lasting customer relationships, and identifying and pursuing new revenue opportunities.

Responsibilities

  • Own overall relationship with customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
  • Manage partnership, commercial, and technical topics; develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue
  • Lead key partnership initiatives including ongoing checkpoints, business reviews, and technical escalations; identifying critical goals and key performance indicators to clearly understand and measure client satisfaction
  • Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications
  • Enable successful and consistent renewals to maintain existing segment revenue, as well as identify and execute on new growth opportunities with customers in support of the Sales team, or independently when required
  • Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights; partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid's
  • Partner and collaborate with internal cross-functional counterparts such as Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers

Qualifications

  • 8+ years of relationship management experience with large enterprise organizationsInterest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity
  • Ability to partner with Enterprise Sales to drive successful outcomes for Plaid customers; previous deal experience required
  • Ability to collaborate closely with Plaid's technical team to ensure customer application launches are timely and successful; previous B2B technology experience is a strong plus
  • A strong business generalist with an acute product sense and ability to drive revenue growth
  • Ability to quickly understand new technologies and complex concepts
  • Ability to solve complex customers challenges through creative problem solving and collaboration with cross-functional teams
  • Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity
  • Excitement to work in a high-growth environment and to help build processes and tools as needed

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at

Please review our Candidate Privacy Notice here.

  • Accounts Payable Specialist

    3 days ago

    San Rafael, California, United States The HR Manager Full time

    About the PositionThe Bailey S Cavachon Foundation is seeking a skilled Accounts Payable Clerk to join our corporate office team. As a key member of our finance department, you will be responsible for maintaining vendor payments in a timely and accurate manner for our general operating payables.Key ResponsibilitiesProvide accounts payable support to other...

  • Accounting Manager

    2 weeks ago

    San Francisco, California, United States Altos Labs Full time

    Our Mission At Altos Labs, we are dedicated to enhancing cellular health and resilience through innovative rejuvenation techniques aimed at reversing diseases, injuries, and age-related disabilities. For more information, please visit our website. Our Core Values We uphold a singular value at Altos: Everyone is Responsible for Achieving Our Inspiring...

  • Accounting Manager

    6 hours ago

    San Francisco, California, United States Fountain Full time

    About the Role:Fountain is seeking a highly skilled and experienced Accounting Manager to join our team. As a key member of our finance department, you will be responsible for leading and managing the accounts payable team, executing the weekly pay run, and overseeing corporate card program administration.Key Responsibilities:Lead and Manage the Accounts...

  • Account Manager

    23 hours ago

    San Francisco, California, United States Lockton Companies Full time

    About the RoleWe are seeking a highly skilled and experienced Account Manager to join our team at Lockton Companies. As an Account Manager, you will be responsible for servicing and marketing the needs of our clients to maximize company revenue, and to build and maintain client, carrier, other provider, and associate relationships specifically for financial...

  • Accounting Manager

    2 weeks ago

    San Francisco, California, United States Stem Full time

    Company Overview:Stem is dedicated to providing innovative clean energy solutions that enhance the economic, environmental, and resilience value of energy assets and portfolios. Our advanced AI-driven software platform, Athena, empowers organizations to effectively deploy and derive value from clean energy assets on a large scale. We also offer integrated...

  • Accounting Manager

    2 weeks ago

    San Francisco, California, United States Envoy Full time

    About EnvoyEnvoy's innovative workplace platform has transformed how organizations manage visitor experiences, optimize onsite interactions, reserve workspaces, oversee deliveries, and access cohesive workplace data across 16,000 locations worldwide. Our products are designed to address common workplace challenges effectively.Envoy offers a streamlined...

  • Account Manager

    3 days ago

    San Francisco, California, United States LVMH Perfumes & Cosmetics Full time

    Job Title: Account ExecutiveAt LVMH Perfumes & Cosmetics, we are seeking a highly motivated and experienced Account Executive to join our team. As an Account Executive, you will be responsible for executing business strategies and developing LVMH Fragrance Brands at the retail sales level within your assigned territory.Key Responsibilities:Execute Account...

  • Accounting Manager

    2 weeks ago

    San Francisco, California, United States RideCell Full time

    Position: Senior AccountantCompany Overview:Ridecell Inc. is a premier provider of fleet automation and mobility solutions, dedicated to transforming digital fleet management. Our innovative platform integrates disparate data streams into actionable insights, enabling seamless vehicle access and automated operational workflows. We support successful fleet...

  • Account Manager

    3 days ago

    San Francisco, California, United States Bread & Butter PR Full time

    About UsBread & Butter PR is a full-service communications agency with a passion for all things food, drink, and travel. We are a collaborative group of dreamers and doers.We combine intimate local knowledge with an extensive national network to craft clever and multidisciplinary communications campaigns tailored to our clients' needs.We only partner with...

  • Account Manager

    1 month ago

    San Francisco, California, United States White Cap Full time

    A position at White Cap isn't your ordinary job. You'll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities.The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force...

  • Account Manager

    3 days ago

    San Francisco, California, United States Gartner Full time

    About the Role:The Account Manager is a field-based, direct sales role responsible for both client retention as well as growth through contract expansion and the introduction of new products and services. You will consult with C-level executives to develop and implement an effective, enterprise-wide strategy that maximizes the value delivered by Gartner's...

  • Account Manager

    11 hours ago

    San Francisco, California, United States Dovetail Full time

    Job OverviewWe are seeking a highly skilled and experienced Account Manager to join our team at Dovetail. As an Account Manager, you will be responsible for managing the sales process with strategic enterprise leads, from lead to close, through a consultative sales approach.Key ResponsibilitiesManage Sales Process: Own the full sales cycle for our strategic...

  • Account Manager

    11 hours ago

    San Francisco, California, United States Clear Channel Communications, Inc. Full time

    Job Summary:The Account Executive plays a pivotal role in driving revenue growth and exceeding sales targets by developing and maintaining long-term relationships with key clients. This position requires a strong understanding of the advertising industry and the ability to effectively communicate the value proposition of Clear Channel Communications, Inc.'s...

  • Account Manager

    2 days ago

    San Francisco, California, United States VERITEXT LLC Full time

    Job SummaryWe are seeking a highly motivated and results-driven Account Manager to join our team at Veritext LLC. As an Account Manager, you will be responsible for maintaining existing and developing new relationships with law firms and attorneys to drive revenue and sales growth.Key ResponsibilitiesSales and Business Development: Sell deposition services...

  • Account Manager

    6 hours ago

    San Francisco, California, United States Gartner Full time

    About the Role:Gartner is seeking a highly skilled and experienced Account Executive to join our team. As an Account Executive, you will be responsible for driving sales growth and expanding our client relationships.Key Responsibilities:Develop and implement effective sales strategies to drive revenue growth and expand client relationships.Build and maintain...

  • Account Manager

    18 hours ago

    San Francisco, California, United States Brightidea Full time

    About the RoleBrightidea is seeking a highly motivated and results-driven Account Executive to join our team. As an Account Executive at Brightidea, you will be responsible for navigating Enterprise Clients and driving new innovations. You will be an expert at articulating Brightidea's point of view and value proposition to key buyer personas, including...

  • Account Manager

    3 days ago

    San Francisco, California, United States DocuSign Full time

    About the RoleWe are seeking a highly motivated and results-driven Account Executive to join our team at DocuSign. As a key member of our sales team, you will be responsible for developing and closing new business in an assigned geographic territory.Key ResponsibilitiesDrive success of the company's goals and objectives through achieving individual sales...

  • Senior Account Manager

    7 days ago

    San Francisco, California, United States TILT Full time

    Job DescriptionJob Title: Associate Account DirectorJob Summary:We are seeking a highly skilled and experienced Associate Account Director to join our team at TILT. As an Associate Account Director, you will be responsible for leading our account/project teams and initiatives with a refined combination of strategy, curiosity, and passion.Key...

  • Accounting Operations Manager

    8 hours ago

    San Francisco, California, United States Manufacturing and Support Full time

    Job SummaryWe are seeking a highly skilled Accounting Operations Manager to join our team at Manufacturing and Support. As a key member of our accounting department, you will be responsible for overseeing the overall accounting operations, including General Ledger, Accounts Payable, Fixed Assets, and Payroll.Key Responsibilities:Manage and oversee the...

  • Account Manager

    3 days ago

    San Francisco, California, United States Alliant Insurance Services, Inc. Full time

    Job SummaryWe are seeking an experienced Insurance Broker to join our team at Alliant Insurance Services, Inc. as an Account Executive - Financial Institutions. This role will be responsible for managing and directing a book of business, including servicing and solicitation activities, as well as leading a service team.Key ResponsibilitiesManage and direct a...