Plaid

FinTech Account Manager - Named

San Francisco HQ, Remote. Posted a month ago

The role

The FinTech Account Manager will own and manage relationships with a portfolio of customers in the fastest growing segment. This role involves building relationships with C-Suite, Product, and Engineering teams to retain and grow revenue.

What you will do

  • Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment.
  • Build strong relationships with customer C-Suite, Product and Engineering teams to retain and grow revenue.
  • Own and exceed revenue growth targets.
  • Identify and close new upsell opportunities.
  • Lead commercial negotiations for contract renewals.
  • Help customers integrate and launch on Plaid.
  • Solve complex customer challenges by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.

Required qualifications

  • 7+ years of quota carrying software or technology account management experience.
  • Strong attention to detail, organizational skills, prioritization and management of multiple cross-functional work streams across internal and external stakeholders.
  • Executive level communication skills - written and verbal.
  • Relationship building (understand how to leverage internal/external executives, product, etc).
  • Strong Commercial/Sales experience (contract negotiation, value-selling).
  • Customer retention and termination-save tactics.
  • Desire to get technical and the ability to learn the ins and outs of Plaid's APIs.
  • Customer empathy and deep desire to see customers succeed.
  • Some familiarity in financial services and technical products; 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.

Benefits

  • Comprehensive benefit plan, including medical, dental, vision, and 401(k).
  • Equity and/or commission dependent on the position offered.

About the company

Plaid builds tools and experiences that thousands of developers use to create products. The company's network covers 12,000 financial institutions across the US, Canada, UK and Europe.

FinTech Account Manager - Named at Plaid | JobZoey