FinTech Account Manager - Named
Deepen relationships with strategic fintech clients to drive growth
Own the overall relationship with a portfolio of strategic fintech customers in a partner, advisor, and advocate. Work directly with key stakeholders from developers to executives on integration, scaling, product expansion, and partnership management. Foster the next stage of growth with long-term partners that already drive significant revenue for Plaid.
Why This Role?
Work with strategic fintech customers including Fortune 500 companies and major banks
Key Responsibilities
- Own the overall relationship with strategic fintech customers
- Act as the primary point of contact for assigned customers
- Work with stakeholders on integration, scaling, and product expansion
- Foster growth and deepen relationships with long-term partners
- Collaborate cross-functionally to drive solutions for customers
- Help customers create applications using Plaid's financial data network
Requirements
- Experience owning and growing customer relationships with large, strategic clients
- Demonstrated success building strong partnerships with senior stakeholders
- Deep understanding of customer priorities, motives, and key drivers
- Solutions-oriented mindset with internal and cross-functional collaboration skills
- Natural ability to build strong customer relationships
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. The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to 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 client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long-term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients. The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and cross-functionally to drive solutions for customers. 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. 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 grow and retain 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 - 6+ years of quota carrying software or technology account management experience - Demonstrated account 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. - Interest 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. 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 $174.035k/yr (range $24k–400k/yr, n=176 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 FinTech Account Manager - Named at Plaid a remote job?
- This role is based in Remote. See the listing for remote/onsite details.
- What is the salary for FinTech Account Manager - Named at Plaid?
- The listed pay range for this role is $171.6k–214.8k/yr.
- What type of employment is FinTech Account Manager - Named 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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