Account Manager, Named Accounts, Banking and Wealth

Summary

Join Plaid's Account Management team in the Banking & Wealth Segment and leverage technical, product, and industry knowledge to help banking, wealth, and insurance customers build and scale amazing applications.

Requirements

• 6+ years of quota carrying account management experience; ideally with large enterprise organizations
• Ability to collaborate closely with Plaid’s technical team to ensure customer launches are timely and successful; previous B2B technology experience is a strong plus
• Deep customer empathy and desire to see our customers succeed
• Ability to quickly understand new technologies and become a subject matter expert in Plaid’s APIs in order to convey complex information simply to our customers
• Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity

Responsibilities

• Own the overall relationship with our banking, wealth, and insurance 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
• Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals
• Be a strategic advisor and product consultative guidance on Plaid and industry best practices as customers build and scale their applications
• 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

Benefits

• Medical
• Dental
• Vision
• 401(k)