Technical Account Manager - FinTech

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology and that many industries that don't currently consider themselves to be fintech actually are. As an Enterprise Account Executive - Named Accounts, you'll be the individual helping us achieve this vision. Your focus will be on generating new enterprise deals and building strong, long-lasting relationships with large companies in North America. You'll be tasked with identifying and closing major deals across verticals across Plaid’s Enterprise segment.   Responsibilities * Own and grow a portfolio of strategic enterprise accounts, driving both expansion within existing customers and net-new revenue across key greenfield opportunities * Lead complex, multi-threaded sales cycles by engaging technical, product, and executive stakeholders, positioning Plaid as a strategic partner * Craft and deliver compelling, business-centric value stories that connect Plaid’s solutions to measurable customer outcomes * Partner cross-functionally with Solutions Engineering, Account Management, Product, and other teams to drive new sales and expand existing use cases * Proactively identify and act on industry trends, competitive dynamics, and customer needs to refine sales strategy * Contribute to building and scaling the enterprise sales motion by sharing insights, improving processes, and mentoring others * Win as a team — in partnership with outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod Qualifications * Ability to sell a technical solution to a business buyer, developing and delivering a compelling value story at the executive level * Significant experience (9+ years of quota-carrying experience) in a new revenue role, with a strong track record of closing enterprise-level deals (including 4+ years focused on enterprise customers) * Strong prospecting, qualification, and negotiation skills, with a consultative and product-centric sales approach * Experience partnering with cross-functional teams and executing a territory- or vertical-focused revenue strategy * Strong command of executive-level conversations and confidence in facilitating technical discussions alongside Solutions Engineers and Technical Account Managers * Excitement to operate in a high-growth environment and contribute to building processes, tools, and playbooks Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. As an Account Manager on our Enterprise team, you’ll own and grow relationships with a portfolio of Plaid’s largest and most strategic customers. You’ll serve as a trusted advisor, commercial partner, and cross-functional leader—helping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid. You’ll operate at the intersection of relationship management, commercial strategy, and product solutioning, partnering closely with Sales, Product, Engineering, and Support teams to deliver exceptional customer outcomes Responsibilities * Manage and grow a portfolio of Plaid’s largest enterprise customers, typically spanning 10-15 accounts depending on complexity and scope * Build trusted relationships with executive sponsors, decision-makers, influencers, and day-to-day operators across customer organizations * Drive customer adoption, engagement, retention, and growth by aligning Plaid solutions to customer business goals and use cases * Lead commercial conversations including renewals, expansions, strategic partnership discussions, and account planning * Identify and execute on growth opportunities in partnership with Account Executives and cross-functional teams * Act as a strategic consultant to customers by delivering industry insights, product guidance, and data-driven recommendations * Lead key customer initiatives including business reviews, operational checkpoints, product launches, and technical escalations * Develop account strategies that balance short-term execution with long-term customer growth and success * Partner closely with internal teams including Sales, Solutions Engineering, Product, Engineering, Support, and Legal to drive successful outcomes * Advocate for customers internally by sharing feedback, surfacing market insights, and influencing product direction Qualifications * 7+ years of experience in a client-facing commercial role such as Account Management, Strategic Partnerships, Consulting or Business Development * Demonstrated success managing and growing enterprise customer relationships in a fast-paced environment * Previous B2B technology experience is a strong plus * Strong commercial acumen with experience driving renewals, expansions, and strategic customer outcomes * Proven ability to navigate complex organizations and influence stakeholders at all levels, including executive leadership * Experience partnering cross-functionally with Sales, Product, Engineering, and Support teams * Strong problem-solving and strategic thinking skills with the ability to manage multiple priorities simultaneously * Excellent communication, presentation, and relationship management skills * Ability to quickly learn technical concepts and understand complex product ecosystems * High degree of ownership, curiosity, adaptability, and customer empathy * Experience working with B2B technology, fintech, API infrastructure, payments, or financial services products (preferred) Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s Account Verification team builds the foundation of trust for open finance. We help fintechs and financial institutions connect and verify bank accounts securely so that money can move safely and instantly. Account Verification is the entry point for all of Plaid’s payment-focused consumer experiences and is a critical building block for our customers. The team obsesses over creating seamless verification journeys that balance speed, reliability, and security, enabling consumers to confidently connect to the financial ecosystem. As the lead PM for Account Verification, you’ll own one of Plaid’s most critical and high-impact product areas. You’ll lead the evolution of our verification platform across Auth, Balance, and Identity Match, defining how millions of people and businesses connect their financial accounts every day. We are looking for a high-ownership builder who thrives in ambiguity, loves building with customers, and is excited to define what’s next for one of Plaid’s most established and strategically important product lines. You’ll set vision and strategy, drive execution across a cross-functional team, and shape how Plaid competes in an increasingly complex and, eventually, AI-driven verification landscape. You’ll partner closely with engineering, design, and go-to-market teams to: * Deliver next-generation account verification experiences for fintechs, banks, platforms, and enterprises. * Expand Plaid’s verification methods across open banking, ML, and traditional fallback-based approaches. * Position Plaid as the most trusted, flexible, and insight-rich verification provider in the industry. * Rethink how Plaid’s flows work for a quickly diversifying set of customer use cases. If you’re energized by building systems that power millions of financial connections and enjoy balancing customer empathy with bold product strategy, this is your opportunity to lead at scale. Responsibilities * Own the Account Verification strategy and roadmap, from long-term vision to near-term priorities, grounded in customer and business outcomes. * Reimagine the Auth experience to unlock new use cases (recurring payments, e-commerce, account funding) through modern, flexible verification flows. * Expand verification capabilities across a growing set of methodologies: open banking, database auth, microdeposits, and beyond. * Drive self-serve, experimentation, and orchestration tools that empower developers and operators to configure and optimize verification paths without code. * Partner across Plaid to create cohesive experiences across account setup, risk management, and money movement. * Represent Plaid internally and externally as a product thought leader, shaping how customers, partners, and the industry view account verification. * Operate like an owner. Move quickly, make bold decisions, and bring creative energy to scaling one of Plaid’s most essential products. Qualifications * 8+ years of experience, including 5+ in product management or equivalent founder/operator roles. * Proven success building and scaling products, ideally in fintech or payments. * Strong mix of strategic vision and executional drive; able to see the big picture while sweating the details. * Exceptional communication and stakeholder management skills across technical and business audiences. * Demonstrated ability to thrive in ambiguous, high-growth environments and lead with conviction. * Track record of cross-functional impact, influencing design, engineering, and GTM teams to deliver results. * Hands-on comfort with data and AI tools for writing, analysis, prototyping, and experimentation. Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.