Account Manager - SMB

## About the Role The Account Manager - SMB role at Plaid is a critical position that involves managing and growing the company's relationships with high-growth small to medium-sized business (SMB) customers. This role is ideal for customer-facing professionals who have a passion for building strong partnerships, driving revenue growth, and developing tailored solutions to meet the unique needs of each customer. As an Account Manager, you will be the primary point of contact for your portfolio of customers, working closely with them to integrate and launch Plaid's products, and providing ongoing support to ensure their success.

The successful candidate will have a deep understanding of the financial services industry, as well as the technical skills to navigate Plaid's APIs and other tools. They will be a creative problem-solver, able to think outside the box to address complex customer challenges and develop innovative solutions. With a strong focus on customer satisfaction and revenue growth, this role offers the opportunity to make a real impact on the company's bottom line and contribute to the development of new products and services.

As part of the Plaid team, you will be working in a fast-paced, dynamic environment with a talented group of professionals who are passionate about empowering financial freedom for everyone. You will have the opportunity to collaborate with cross-functional teams, including sales, risk, legal, finance, commercial, marketing, and business operations, to drive growth and innovation.

## What You Will Do - Own the overall relationship with your portfolio of SMB customers, building strong partnerships and driving revenue growth - Develop a deep understanding of each customer's priorities, motives, and key drivers, and use this knowledge to develop tailored solutions - Work closely with customers to integrate and launch Plaid's products, providing ongoing support and troubleshooting as needed - Identify and close new upsell opportunities, leading commercial negotiations for contract renewals and expansions - Collaborate with cross-functional teams, including sales, risk, legal, finance, commercial, marketing, and business operations, to drive growth and innovation - Provide creative solutions to complex customer challenges, thinking outside the box to address unique needs and develop innovative solutions - Develop and maintain a thorough understanding of Plaid's products and services, including APIs and other technical tools - Stay up-to-date on industry trends and developments, using this knowledge to inform customer interactions and drive growth - Build relationships with key stakeholders, including executives, product teams, and developers, to drive growth and satisfaction - Work with customers to develop and implement customized solutions, using data and analytics to inform decision-making

## What We Are Looking For - 2-4 years of demonstrated relationship management and sales experience, preferably in the financial services or technology industries - Customer empathy and a deep desire to see customers succeed, with a strong focus on customer satisfaction and revenue growth - Desire to get technical and the ability to learn the ins and outs of Plaid's APIs and other tools - Some familiarity with financial services and technical products, with a high degree of intellectual curiosity and a passion for learning - Excitement to work in a high-growth, ever-changing environment, with the ability to adapt to new challenges and opportunities - Ability to work with all types of people and build long-lasting relationships, with strong communication and interpersonal skills - Strong sales experience, with a focus on negotiation and value-selling - Executive-level communication skills, with the ability to write and speak effectively to senior stakeholders - Relationship-building skills, with the ability to leverage internal and external executives, product teams, and other stakeholders

## Nice to Have - Experience working with SMB customers, with a deep understanding of their unique needs and challenges - Familiarity with financial services and technical products, with a high degree of intellectual curiosity and a passion for learning - Experience working in a fast-paced, dynamic environment, with the ability to adapt to new challenges and opportunities - Strong data analysis skills, with the ability to use data and analytics to inform decision-making - Experience working with cross-functional teams, including sales, risk, legal, finance, commercial, marketing, and business operations

## Benefits and Perks - Competitive salary and benefits package, with opportunities for growth and professional development - Equity in a fast-growing company, with the potential for significant returns on investment - Flexible working hours and remote work options, with the ability to work from anywhere - Generous PTO and holiday package, with plenty of time to rest and recharge - Comprehensive health and wellness package, with access to top-notch medical and dental care - Professional development opportunities, with access to training and education programs - Collaborative and dynamic work environment, with a talented team of professionals who are passionate about empowering financial freedom for everyone

- Tip: Highlight your ability to build strong relationships and drive revenue growth in your application, with specific examples from your previous experience.

• Develop a deep understanding of Plaid's products and services, including APIs and other technical tools, to demonstrate your technical skills and industry knowledge.
• Showcase your creative problem-solving skills, with examples of how you have addressed complex customer challenges in the past.
• Prepare to discuss your experience working with SMB customers, including your understanding of their unique needs and challenges.
• Be ready to talk about your sales experience, including your negotiation and value-selling skills, and how you have used these skills to drive growth and satisfaction in previous roles.
• Tip: Use the STAR method to structure your responses to behavioral interview questions, with a focus on specific examples and outcomes.
• Research the company culture and values, and be prepared to discuss how you align with these and how you can contribute to the company's mission.