Account Manager - Banking and Wealth

Plaid

Actively hiring Verified listing
San Francisco, US Posted 57 days ago $119,040–$163,200 / year
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At a glance

AI generated

TL;DR

Plaid is seeking a Senior Account Manager for its Banking & Wealth Segment in San Francisco, responsible for managing and growing relationships with high-potential strategic customers. This role involves being the primary point of contact for customers, overseeing all stages of integration, scaling, product expansion, and partnership management while driving revenue through upselling and contract renewals. The ideal candidate will have 3+ years of quota-carrying account management experience in large enterprise organizations, with a strong background in B2B technology and financial services. Key skills include deep customer empathy, the ability to quickly understand new technologies, and collaboration across internal teams such as Sales, Engineering, Product, and Business Operations.

Skills

APIs Python SQL B2B Salesforce JIRA Confluence CI/CD Kubernetes AWS PostgreSQL Docker Git Scrum

What you'll do

  • Own and grow customer relationships by identifying key stakeholders and building partnerships.
  • Manage revenue targets through upselling, renewals, and increasing product utilization.
  • Develop strategies to enhance customer adoption, engagement, and growth at scale.
  • Provide strategic advice on Plaid’s products and industry best practices for customers.
  • Translate customer feedback into actionable insights for internal teams and product development.
  • Collaborate with cross-functional teams to ensure successful integration and scaling of solutions.

What we're looking for

  • 3+ years of quota-carrying account management experience in large enterprise organizations.
  • Proven ability to collaborate with technical teams and manage customer launches successfully.
  • Deep understanding of financial services and technical products, including Plaid’s APIs.
  • Strong strategic advisory skills and product consultative guidance for customers.
  • Ability to translate customer feedback into actionable product insights and drive alignment.
  • Adaptable and capable of building long-lasting relationships across various roles and departments.

Market check

Salary context

This $119,040–$163,200 range sits above 27% of similar postings on FindRole.

Peer median band

$156,160–$214,800

Median floor and ceiling across peers.

Typical midpoint (25–75%)

$136,400–$221,537

Middle half of comparable postings.

Based on 238 comparable postings.

* 240 is the maximum number of comparable postings sampled.

Employer

About Plaid

Plaid is a financial technology company that builds a data network powering digital finance applications, enabling consumers to securely connect their financial accounts to apps and services. Industry: Financial Technology & Data Infrastructure

Plaid currently has 127 open roles on FindRole.

Listed pay typically runs $186,000–$262,800 across 127 roles with salary data.

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