Account Manager - SMB

About Plaid

Plaid builds the infrastructure and user experiences that help people connect their financial accounts to the apps and services they use. The company supports a broad network of developers and businesses, including consumer apps, major financial institutions, and large enterprise brands, across the US, Canada, the UK, and Europe. Founded in 2013 and headquartered in San Francisco, Plaid also maintains offices in New York, Washington D.C., London, and Amsterdam.

Role Overview

Plaid is seeking a customer-facing account professional to manage and expand relationships with fast-growing SMB customers. In this role, you will act as the main contact for your accounts, help them integrate Plaid, support adoption and expansion, and work to increase customer value and revenue over time. The position calls for someone who can understand customer goals, influence stakeholders from technical teams to executives, and solve problems with a practical, solutions-first mindset.

What You Will Do

• Take ownership of the full relationship for a portfolio of customers within Plaid’s fastest-growing segment.
• Develop trusted partnerships with C-suite leaders and product teams to protect and grow revenue.
• Manage revenue goals by spotting upsell opportunities and leading renewal negotiations.
• Guide customers through integration and launch on the Plaid platform.
• Work across teams such as Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations to resolve complex customer issues.

What You Need

• 2 to 4 years of experience in relationship management and sales.
• Strong customer empathy and a genuine commitment to helping customers succeed.
• Willingness to learn the technical details of Plaid’s APIs and product stack.
• Some exposure to financial services and technical products, along with strong curiosity.
• Comfort working in a fast-moving environment where processes and tools may need to be built or improved.
• Ability to connect with different types of stakeholders and build durable business relationships.
• Solid sales skills, especially in negotiation and value-based selling.
• Strong executive-level written and verbal communication.
• Capability to use internal and external relationships effectively to drive outcomes.
• Experience with retention strategies and preventing customer churn.

Additional Information

Plaid encourages applicants from a wide range of backgrounds, including those whose experience is not an exact match for every requirement. The company values diverse perspectives and is committed to building a team that contributes to a more equitable financial ecosystem. Plaid is an equal opportunity employer and provides reasonable accommodations for candidates with disabilities during the hiring process.

Benefits and Compensation

The total compensation package may include equity and/or commission, depending on the role offered. Plaid offers medical, dental, vision, and 401(k) benefits. Compensation is determined by scope, responsibilities, experience, skill set, and location, and may change over time in line with applicable compensation and benefit plans. The stated base pay range for this role is $102,720 to $116,160.

Privacy Notice

Candidates are asked to review the company’s privacy notice as part of the application process.