Account Manager - SMB
Grow revenue and adoption for high-growth SMB customers through Plaid integrations
As an Account Manager for SMB at Plaid, you will own relationships with high-growth small and medium business customers, driving revenue growth and product adoption. You will serve as the primary point of contact throughout integration, scaling, and expansion stages, working directly with stakeholders from developers to executives. Your focus will be on retaining and growing revenue by identifying upsell opportunities and leading contract rene...
Why This Role?
Direct impact on growing Plaid’s SMB segment with clear ownership of revenue targets and customer outcomes
Key Responsibilities
- Own and manage relationships with a portfolio of high-growth SMB customers
- Build and maintain executive-level relationships to retain and grow revenue
- Identify and close upsell opportunities while leading commercial negotiations for contract renewals
- Guide customers through integration and launch on Plaid’s platform
- Solve complex customer challenges by collaborating across Sales, Risk, Legal, Finance, and Marketing teams
Requirements
- 2-4 years of relationship management or sales experience
- Customer empathy and commitment to customer success
- Ability to learn and work with Plaid’s APIs
- Familiarity with financial services and technical products
- Intellectual curiosity and excitement to work in a high-growth environment
Required Skills
Keywords
View Original Description from Ashby Job Boards
Original description from Ashby Job Boards
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 is looking for customer-facing professionals to manage and grow Plaid’s relationships with high-growth SMB customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented. You will be the primary point of contact for your customers and will work with them on all stages of integrations, scaling, driving adoption, product expansion, and account management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data. Responsibilities - Own the overall relationship with your portfolio of customers in our fastest growing customer segment - Build relationships with the C-Suite and Product teams to retain and grow revenue - Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals - Help customers integrate and launch on Plaid - Solve complex customer challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations Qualifications - 2-4 years of demonstrated relationship management and sales experience - Customer empathy and deep desire to see customers succeed - Desire to get technical and the ability to learn the ins and outs of Plaid's APIs - 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. - Ability to work with all types of people and build long-lasting relationships - Strong Sales experience (negotiation/value-selling) - Executive level communication skills - written and verbal - Relationship building (understand how to leverage internal/external executives, product, etc) - Retention and Termination-save tactics 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 https://plaid.com/legal/#candidate-privacy-notice. 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.
Salary Context
Similar Operations roles on LokerDollar pay around $175k/yr (range $24k–400k/yr, n=171 active listings).
Hiring at Plaid
Plaid has 57 other active roles on LokerDollar and has been hiring here since May 7, 2026 — across Operations, Engineering, Product, Marketing.
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Frequently asked questions
- Is Account Manager - SMB at Plaid a remote job?
- This role is based in Remote. See the listing for remote/onsite details.
- What is the salary for Account Manager - SMB at Plaid?
- The listed pay range for this role is $102.72k–116.16k/yr.
- What type of employment is Account Manager - SMB at Plaid?
- This is a full time position.
- How do I apply?
- Click the "Apply" button on this page to go to the official application at Plaid.
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