Account Manager - Banking and Wealth

The role

You will manage and grow relationships with a portfolio of strategic banking, wealth, and insurance customers. You will act as the primary point of contact for integration, scaling, product expansion, and partnership management.

What you will do

• Own the overall relationship with banking, wealth, and insurance customers.
• Identify key stakeholders and build relationships with influencers and core teams.
• Manage partnership, commercial, and technical topics.
• Develop and implement strategies to increase customer product adoption and growth.
• Own revenue targets including upsell opportunities and contract renewals.
• Provide strategic advisor and product consultative guidance.
• Translate customer feedback into product insights.
• Partner with internal cross-functional counterparts like Sales, Engineering, and Product.

Required qualifications

• 3+ years of quota carrying account management experience
• Ability to collaborate with technical teams to ensure successful customer launches
• Deep customer empathy
• Ability to understand new technologies and become a subject matter expert in Plaid's APIs
• Interest in financial services and technical products
• Grit, enthusiasm, and a high degree of intellectual curiosity
• Ability to work in a high-growth, ever-changing environment
• Adaptable and capable of working with all types of people and roles

Nice to have

• previous B2B technology experience

Benefits

• medical
• dental
• vision
• 401(k)

About the company

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