Plaid’s Enterprise Account Management team seeks a strategic and operational Account Manager to manage a high-volume portfolio of territory accounts, guiding customers from onboarding through revenue activation. This hybrid consultant-operator role involves building scalable processes that enhance customer growth while improving internal efficiency. Key responsibilities include driving early adoption, identifying opportunities for automation and AI integration, and creating playbooks for customer engagement. Ideal candidates have 5+ years of experience in account management or related roles, with a strong track record of operational excellence and strategic thinking. Familiarity with CRM systems, workflow automation tools, and fintech environments is preferred, as Plaid operates at the cutting edge of financial technology, supporting influential companies to scale their operations effectively.
Manage high-volume portfolio of territory accounts through various stages.
Build scalable processes and frameworks for customer engagement.
Identify opportunities to leverage automation, AI, and tooling for efficiency.
Create repeatable playbooks for onboarding, tracking adoption, and escalation.
Monitor customer performance metrics to drive activation and revenue outcomes.
What we're looking for
5+ years of experience in account management, customer success, consulting, or a related field.
Proven track record of managing large portfolios of accounts in high-growth environments.
Experience with customer onboarding, implementation, and post-sales growth at scale.
Strong operational skills to build scalable processes and workflows.
Ability to balance strategic thinking with hands-on execution effectively.
Demonstrated use of systems, automation, or AI tools for efficiency and engagement.
Excellent communication and stakeholder management skills both internally and externally.
Market check
Salary context
This
$171,600–$214,800
range sits above
58%
of similar postings on FindRole.
Peer median band
$152,289–$212,730
Median floor and ceiling across peers.
Typical midpoint (25–75%)
$149,698–$221,750
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.