Account Manager - Enterprise - Scaled

About the Role

The Enterprise Account Management team at Plaid is dedicated to helping influential companies build, scale, and grow with Plaid's solutions. As a trusted partner, you will combine technical expertise, product knowledge, and industry insight to help clients unlock meaningful business outcomes. You will work cross-functionally with various teams, including Sales, Product, Engineering, Support, and Operations, to ensure customers successfully launch and adopt Plaid solutions.

Plaid's network covers over 12,000 financial institutions across the US, Canada, UK, and Europe, making it an attractive option for professionals looking to make a meaningful impact in the financial industry.

What You Will Do

• Manage a high-volume portfolio of territory accounts through onboarding, implementation, launch, and early growth stages
• Partner with customers to ensure successful product activation and revenue generation as quickly and efficiently as possible
• Build scalable processes and operational frameworks for managing customer engagement across a large book of business
• Identify opportunities to leverage automation, AI, and tooling to improve efficiency, customer experience, and account coverage
• Create repeatable playbooks for onboarding, customer health tracking, adoption, escalation management, and account graduation
• Act as a strategic advisor to customers by helping them navigate implementation challenges and identify opportunities for growth
• Monitor customer performance metrics and proactively drive actions that improve activation, engagement, and revenue outcomes
• Build a classification rubric and prioritization model based on projected revenue potential and speed to scale for the accounts in your portfolio
• Determine when accounts are ready to transition into a long-term growth or strategic account management model
• Partner cross-functionally with various teams to improve customer outcomes and internal processes
• Surface customer feedback and operational insights to influence product improvements and scalable solutions
• Help define and evolve the team's operating model as the business and customer base grow

What We Are Looking For

• 5+ years of experience in account management, customer success, or a related field
• Proven track record of success in managing high-volume portfolios of accounts
• Strong technical expertise, including proficiency in Excel and other tools
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
• Strategic thinking and problem-solving skills, with the ability to navigate complex customer challenges
• Experience working in the financial industry or a related field
• Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously
• Ability to work in a fast-paced environment and adapt to changing circumstances
• Strong analytical skills, with the ability to analyze customer performance metrics and drive actionable insights

Nice to Have

• Experience working with automation, AI, and tooling to improve efficiency and customer experience
• Knowledge of the fintech industry and Plaid's solutions
• Experience working in a cross-functional team environment
• Certification in account management or a related field
• Experience with project management tools and methodologies

Benefits and Perks

• Competitive salary and equity package
• Comprehensive health, dental, and vision insurance
• Flexible PTO and vacation policy
• Remote work stipend and equipment allowance
• Professional development opportunities and training programs
• Access to a network of experienced professionals in the financial industry
• Opportunity to work with a growing and innovative company in the fintech space

• Be prepared to showcase your technical expertise and problem-solving skills during the interview process.
• Highlight your experience working with high-volume portfolios of accounts and your ability to build strong relationships with clients.
• Emphasize your strategic thinking and ability to drive actionable insights from customer performance metrics.
• Make sure to research Plaid's solutions and the fintech industry to demonstrate your knowledge and interest in the field.
• Be prepared to discuss your experience working with automation, AI, and tooling to improve efficiency and customer experience.
• Consider creating a portfolio of your work to showcase your skills and experience in account management.
• Don't be afraid to ask questions during the interview process to demonstrate your interest in the role and the company.