Product Manager, Sales-Assisted Growth

Plaid

. Own the sales-worked customer experience end to end, including onboarding, premium and gated features, in-product upsell and cross-sell, lifecycle communications, and offboarding .

Posted 9/25/2026full-timeUnited StatesMid-LevelSenior💰 $176,400 - $226,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in product management for internal tools and workflows, with a focus on AI-assisted and AI-automated product experiences. Strong ability to collaborate cross-functionally with sales, engineering, and marketing teams to enhance customer experience and drive account retention.

Highest-signal resume keywords

Product Management ExperienceAI-Assisted Product ExperienceAccount-Based Upsell and Cross-SellCross-Functional Communication SkillsLifecycle Marketing Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Internal Tool DevelopmentAI AutomationAccount Lifecycle ManagementUpsell and Cross-Sell StrategiesData-Driven Decision Making

Soft Skills

Strong CommunicationCollaborationProblem Solving

Tools & Technologies

Customer Success ToolingLifecycle Marketing ToolsBI/Data Science Tools

Industry Keywords

Sales EnablementCustomer ExperienceGated FeaturesAccount ManagementGTM Strategy

About the role

Key responsibilities & impact

Own the sales-worked customer experience end to end, including onboarding, premium and gated features, in-product upsell and cross-sell, lifecycle communications, and offboarding
Own internal tooling that removes manual work for sellers and provides timely account visibility
Own external-facing tooling for sales-worked accounts, such as RFI response tooling and prospect-facing dashboards
Use propensity and account-health signals from BI/data science to drive expansion and retention
Identify and ship AI-driven automation across the account lifecycle and seller workflow
Define what should be AI-assisted, AI-automated, or human-owned
Partner with GTM leadership on expansion opportunities and segment priorities
Collaborate with Engineering, Design, BI/data science, GTM Technology, Lifecycle Marketing, Sales, and Account Management leadership to ship and measure impact

Requirements

What you’ll need

Product management experience building internal tools/workflows for operational users such as sales, support, or operations
Experience shipping an AI-assisted or AI-automated product experience
Clear point of view on human versus AI ownership of tasks
Experience with account-based upsell, cross-sell, or retention motions, or ability to reason about the account lifecycle from first principles
Comfortable partnering with Sales and Account Management stakeholders
Strong cross-functional communication skills
Nice to have: experience with lifecycle marketing or customer success tooling, or designing gated/tiered product features
Ability to work from the associated Plaid office at least 3 days per week

Benefits

Comp & perks

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