Technical Account Manager - Banking & Wealth
August 20
🏡 Remote – Anywhere in California
Description
• Work with Plaid’s most strategic customers in the Banking & Wealth segment and collaborating as a technical expert on leveraging Plaid to accomplish their business + technical goals and objectives • Own the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated • Provide clear technical direction on all aspects of Plaids’ products • Establishing and owning relationships with every level of technical stakeholder from Engineers to CPOs / CTOs • 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 • Serve as the escalation point for technical incidents and / or issues that have surfaced beyond the normal Plaid support channels • Partner with Account Managers to uncover additional opportunities to grow and expand your customers’ Plaid usage
Requirements
• 5+ years of experience in a client-facing and technology-focused role where business experience and technical acumen was combined. Experience working with financial institutions or large enterprise customers is strongly preferred • Experience managing customer relationships independently and building / executing technical strategies to make customers successful with new technologies • Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences, simplifying complexities in a clear and concise manner • Have a deep / thorough understanding of APIs, databases, system infrastructures, and architecture • Self-starter who takes initiative and possesses strong troubleshooting skills to guide customers through complex or escalated issues • Ability to collaborate cross-functionally with different teams, levels of seniority, and influence structure / process to ensure everyone can meet their goals and timelines • Ability to work under pressure to meet deadlines and navigate unexpected roadblocks with a customer-first attitude and a strong sense of empathy
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