Account Manager - Enterprise Named Accounts
Plaid - San Francisco, CA
posted 1 day ago
About the position
At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and 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 11,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Salt Lake City, Washington D.C., London and Amsterdam. The Account Management team in Plaid's Enterprise Segment leverages our deep technical, product, and industry knowledge to help our cross-vertical cohort of customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to help shape how consumer and business interactions with their finances will drastically improve in the coming years. Plaid is looking for an experienced customer-facing professional to manage and grow our relationships with a small, focused portfolio of high-potential, strategic customers. The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large enterprise customers (cross-selling/up-selling, increasing product utilization, senior stakeholder management). In this role, you will focus on managing a portfolio of approximately 5-10 of Plaid's largest customer accounts. 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.
Responsibilities
- Own overall relationship with 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
- Lead key partnership initiatives including ongoing checkpoints, business reviews, and technical escalations; identifying critical goals and key performance indicators to clearly understand and measure client satisfaction
- Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications
- Enable successful and consistent renewals to maintain existing segment revenue, as well as identify and execute on new growth opportunities with customers in support of the Sales team, or independently when required
- 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 Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers
Requirements
- 8+ years of relationship management experience with large enterprise organizations
- Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity
- Ability to partner with Enterprise Sales to drive successful outcomes for Plaid customers; previous deal experience required
- Ability to collaborate closely with Plaid's technical team to ensure customer application launches are timely and successful; previous B2B technology experience is a strong plus
- A strong business generalist with an acute product sense and ability to drive revenue growth
- Ability to quickly understand new technologies and complex concepts
- Ability to solve complex customers challenges through creative problem solving and collaboration with cross-functional teams
- Excitement to work in a high-growth environment and to help build processes and tools as needed
Benefits
- Comprehensive benefit plan, including medical, dental, vision, and 401(k)
- Additional compensation in the form(s) of equity and/or commission
