FinTech Account Manager – Named

Plaid

. Own and manage the overall relationship with a portfolio of customers in Plaid's fastest-growing customer segment .

Posted 9/18/2026full-timeSan Francisco • California • United StatesSeniorLead💰 $171,600 - $214,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in account management with a focus on revenue growth, customer retention, and contract negotiation. Proficient in building relationships with C-suite executives and cross-functional teams while leveraging Plaid's APIs to enhance customer success.

Highest-signal resume keywords

Account ManagementRevenue GrowthContract NegotiationCustomer RetentionCross-Functional Collaboration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Quota-Carrying ExperienceValue-SellingContract Renewal NegotiationAPI IntegrationProblem Solving

Soft Skills

Attention to DetailOrganizational SkillsRelationship BuildingExecutive CommunicationIntellectual Curiosity

Industry Keywords

Financial ServicesTechnology ProductsCustomer SuccessSales ExperienceHigh-Growth Environment

About the role

Key responsibilities & impact

Own and manage the overall relationship with a portfolio of customers in Plaid's fastest-growing customer segment
Build relationships with customer C-suite, Product, and Engineering teams to retain and grow revenue
Own and exceed revenue growth targets
Identify and close new upsell opportunities
Lead commercial negotiations for contract renewals
Help customers integrate and launch on Plaid
Solve complex customer challenges through creative problem solving
Work cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations

Requirements

What you’ll need

7+ years of quota-carrying software or technology account management experience
Strong attention to detail, organizational skills, prioritization, and management of multiple cross-functional work streams
Executive-level written and verbal communication skills
Relationship-building skills, including leveraging internal and external executives and product teams
Strong commercial/sales experience, including contract negotiation and value-selling
Customer retention and termination-save tactics
Desire and ability to learn the ins and outs of Plaid's APIs
Customer empathy and desire to see customers succeed
Some familiarity with financial services and technical products
High degree of intellectual curiosity
Excitement to work in a high-growth, ever-changing environment and help build processes and tools as needed

Benefits

Comp & perks

Equity and/or commission, dependent on the position offered
Medical insurance
Dental insurance
Vision insurance
401(k)
Reasonable accommodations for candidates with disabilities in the recruiting process