FinTech Account Manager – Territory

Plaid

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

Posted 9/18/2026full-timeNew York City • California • United 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 sales, with a strong focus on relationship-building and customer success. Proficient in negotiating contracts and upselling within the financial services sector while effectively collaborating across multiple functions.

Highest-signal resume keywords

Account ManagementSales ExperienceNegotiation SkillsCustomer Relationship ManagementTechnical Proficiency in APIs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesContract NegotiationUpsellingCustomer IntegrationRevenue Target Achievement

Soft Skills

Customer EmpathyCreative Problem-SolvingIntellectual CuriosityRelationship-BuildingExecutive-Level Communication

Industry Keywords

Financial ServicesC-Suite EngagementHigh-Growth EnvironmentRetention TacticsValue-Selling

About the role

Key responsibilities & impact

Own and manage relationships with a portfolio of customers in Plaid's fastest-growing customer segment
Build relationships with C-suite and Product teams to retain and grow revenue
Own and exceed revenue targets
Identify and close 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

4–8 years of account management and sales experience
Customer empathy and desire to see customers succeed
Ability to learn Plaid's APIs and become technically proficient
Familiarity with financial services and technical products
Intellectual curiosity
Ability to work in a high-growth, changing environment
Ability to build long-lasting relationships
Strong sales experience, including negotiation and value-selling
Executive-level written and verbal communication skills
Relationship-building skills
Retention and termination-save tactics

Benefits

Comp & perks

Equity and/or commission
Medical insurance
Dental insurance
Vision insurance
401(k)
Reasonable accommodations for candidates with disabilities