Account Manager - FinTech
August 1
🔄 Hybrid – San Francisco
Description
• 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 initiatives; develop and implement strategies that increase existing and new product adoption, engagement, and growth at scale to drive revenue • Lead key partnership initiatives including ongoing checkpoints, quarterly 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 • 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
Requirements
• 7+ years of relationship management experience with large organizations or strategic customer portfolios in financial services or technology industries • Ability to partner with Sales teams to drive successful outcomes for Plaid customers; previous deal experience strongly preferred • Ability to collaborate closely with Plaid’s technical teams 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
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