Account Manager - Named Accounts, Banking and Wealth
June 13
🔄 Hybrid – San Francisco
Description
• Plaid is looking for an experienced customer-facing professional to manage and grow our relationships with a portfolio of high-potential, strategic customers. • The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives, and key drivers, and is solutions oriented. • 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 owning and growing revenue (cross-selling, up-selling, increasing product utilization, and senior stakeholder management).
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. • Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. • Adaptable and capable of working with all types of people and roles to build long-lasting relationships.
Benefits
• 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. • Partner and collaborate with internal cross-functional counterparts such as Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering, Product, and Business Operations.
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