Named Account Manager, Enterprise

About the Role

The role requires a deep understanding of the fintech industry, as well as the ability to navigate complex customer relationships and drive growth through strategic planning and execution. You'll be working with a diverse range of customers, from large banks to innovative startups, and will need to be able to tailor your approach to meet the unique needs of each customer.

As a key member of the Enterprise team, you'll be responsible for driving customer adoption, engagement, retention, and growth, and will be expected to provide strategic guidance and support to our customers as they navigate the rapidly evolving fintech landscape.

What You Will Do

• Manage and grow a portfolio of Plaid's largest enterprise customers, typically spanning 10-15 accounts depending on complexity and scope
• Build trusted relationships with executive sponsors, decision-makers, influencers, and day-to-day operators across customer organizations
• Drive customer adoption, engagement, retention, and growth by aligning Plaid solutions to customer business goals and use cases
• Lead commercial conversations including renewals, expansions, strategic partnership discussions, and account planning
• Identify and execute on growth opportunities in partnership with Account Executives and cross-functional teams
• Act as a strategic consultant to customers by delivering industry insights, product guidance, and data-driven recommendations
• Lead key customer initiatives including business reviews, operational checkpoints, product launches, and technical escalations
• Develop account strategies that balance short-term execution with long-term customer growth and success
• Partner closely with internal teams including Sales, Solutions Engineering, Product, Engineering, Support, and Legal to drive successful outcomes
• Advocate for customers internally by sharing feedback, surfacing market insights, and influencing product direction

What We Are Looking For

• 7+ years of experience in a client-facing commercial role such as Account Management, Strategic Partnerships, Consulting or Business Development
• Demonstrated success managing and growing enterprise customer relationships in a fast-paced environment
• Previous B2B technology experience is a strong plus
• Strong commercial acumen with experience driving renewals, expansions, and strategic customer outcomes
• Proven ability to navigate complex organizations and influence stakeholders at all levels, including executive leadership
• Experience partnering cross-functionally with Sales, Product, Engineering, and Support teams
• Strong problem-solving and strategic thinking skills with the ability to manage multiple priorities simultaneously
• Excellent communication, presentation, and relationship management skills
• Ability to quickly learn technical concepts and understand complex product ecosystems
• High degree of ownership, curiosity, adaptability, and customer empathy

Nice to Have

• Experience working with B2B technology, fintech, API infrastructure, payments, or financial services products
• Familiarity with Excel and other data analysis tools
• Experience with CRM systems and sales performance metrics

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a pioneering company in the fintech industry
• Collaborative and dynamic work environment
• Professional development opportunities, including training and conference sponsorships
• Flexible work arrangements, including remote work options
• Access to a comprehensive health insurance package
• Generous PTO and holiday policy

• When applying, be sure to highlight your experience with Excel and other data analysis tools, as well as your ability to drive customer growth and retention.
• Showcasing your understanding of the fintech industry and your ability to navigate complex customer relationships will be key to standing out in the application process.
• Prepare to talk about your experience working with cross-functional teams and driving strategic partnerships.
• Emphasize your problem-solving skills and ability to think strategically, as well as your excellent communication and presentation skills.
• Research Plaid's products and services, and be prepared to discuss how you can contribute to the company's mission of unlocking financial freedom for everyone.
• Be prepared to provide specific examples of your experience managing and growing enterprise customer relationships, and to discuss your approach to driving customer adoption and engagement.