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Plaid

Account Manager – Banking and Wealth

Plaid

. Own the overall relationship with banking, wealth, and insurance customers .

Posted 11/10/2026full-timeUnited StatesMid-LevelSenior💰 $148,800 - $176,400 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and customer relationship building within the banking, wealth, and insurance sectors, with a strong focus on driving product adoption and revenue growth through strategic partnerships and collaboration with cross-functional teams.

Highest-signal resume keywords
Account Management ExperienceB2B Technology ExperienceRevenue Target OwnershipCustomer Relationship BuildingTechnical Collaboration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Quota Carrying ExperienceProduct Adoption StrategiesCommercial NegotiationCustomer Feedback TranslationSubject Matter Expertise in APIs
Soft Skills
GritEnthusiasmIntellectual CuriosityAdaptabilityRelationship Building
Industry Keywords
Financial ServicesPartnership ManagementStakeholder EngagementIntegration ManagementProduct Expansion

About the role

Key responsibilities & impact
  • Own the overall relationship with banking, wealth, and insurance customers
  • Identify key stakeholders and build relationships with influencers and core teams
  • Manage partnership, commercial, and technical topics
  • Develop and implement strategies to increase product adoption, engagement, and growth
  • Own revenue targets, identify and close upsell opportunities, and lead commercial negotiations for contract renewals
  • Advise customers on Plaid and industry best practices as they build and scale applications
  • Translate customer feedback into product insights
  • Align customer business and product priorities with Plaid’s priorities
  • Collaborate with Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering, Product, and Business Operations teams
  • Serve as primary point of contact throughout integration, scaling, product expansion, and partnership management

Requirements

What you’ll need
  • 3+ years of quota carrying account management experience, ideally with large enterprise organizations
  • Ability to collaborate closely with technical teams to ensure timely and successful customer launches
  • Previous B2B technology experience is a strong plus
  • Ability to quickly understand new technologies and become a subject matter expert in Plaid’s APIs
  • Interest in financial services and technical products
  • Grit, enthusiasm, and a high degree of intellectual curiosity
  • Excitement to work in a high-growth, ever-changing environment and help build processes and tools
  • Adaptability and ability to work with people and roles to build long-lasting relationships
  • Ability to work from the associated Plaid office at least 3 days per week

Benefits

Comp & perks
  • Equity
  • Commission included in OTE
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) plan
  • Reasonable accommodations for candidates with disabilities