Technical Account Manager - Enterprise

About the Role

You'll own the long-term technical success of some of the most innovative Enterprise companies in the world, influencing how millions of users experience financial connectivity. You will be a product expert in Plaid's offerings, owning many customer relationships simultaneously and staying up to date on Plaid's technological improvements and new product offerings.

The Technical Account Manager role is critical in driving the design and execution of technical strategies that help customers achieve their goals. You will work in partnership with Account Managers and several other cross-functional teams to be the primary driver of the technical strategy and alignment with customers.

What You Will Do

• Work with Plaid's most strategic customers in the Enterprise segment and collaborate as a technical expert on leveraging Plaid to accomplish their business and technical goals and objectives.
• Own the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated.
• Proactively identify opportunities to optimize customer integrations and drive adoption of Plaid's newest technical features and requirements, aligning each to measurable customer outcomes.
• Be the technical voice and advocate for your customers internally, helping to shape Plaid's product direction based on real-world feedback and impact.
• Collaborate with cross-functional teams to design and execute technical strategies that help customers achieve their goals.
• Develop and maintain a deep understanding of Plaid's products and services, as well as the technical requirements of our customers.
• Stay up to date on Plaid's technological improvements and new product offerings, applying this knowledge to drive customer success.
• Analyze customer data and feedback to identify trends and areas for improvement, providing insights to inform product development and customer success strategies.
• Facilitate training and support for customers to ensure they are getting the most out of Plaid's products and services.

What We Are Looking For

• 5+ years of experience in technical account management or a related field, with a focus on fintech or financial services.
• Strong knowledge of technical concepts, including APIs, data integration, and software development.
• Experience working with enterprise customers, with a proven track record of driving technical adoption and customer success.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and cross-functional teams.
• Strong problem-solving skills, with the ability to analyze complex technical issues and develop creative solutions.
• Experience with Excel and data analysis, with the ability to drive insights and inform business decisions.
• Bachelor's degree in Computer Science, Engineering, or a related field.
• Experience working in a fast-paced, dynamic environment, with the ability to adapt to changing priorities and requirements.

Nice to Have

• Experience working with fintech companies or financial institutions.
• Knowledge of cloud-based technologies, such as AWS or Azure.
• Experience with data visualization tools, such as Tableau or Power BI.
• Certification in technical account management or a related field.

Benefits and Perks

• Competitive salary and equity package.
• Comprehensive health, dental, and vision insurance.
• Flexible PTO policy, with a minimum of 4 weeks per year.
• Remote work stipend, with the ability to work from anywhere.
• Professional development opportunities, including training and conference attendance.
• Access to the latest technologies and tools, with a focus on innovation and experimentation.
• Collaborative and dynamic work environment, with a team of experienced professionals.
• Opportunity to work with top enterprise clients, driving business growth and technical adoption.

• Tip: Highlight your experience with technical account management and Excel in your resume and cover letter, as these skills are highly valued in this role.
• To stand out, be prepared to discuss specific examples of how you've driven technical adoption and customer success in your previous roles.
• When interviewing, be sure to ask questions about the team's dynamics and the company culture, to ensure you're a good fit for the role.
• If you're new to the fintech industry, be prepared to learn quickly and adapt to changing priorities and requirements.
• Don't be afraid to negotiate your salary and benefits package, as these can vary widely depending on your experience and qualifications.
• Research the company's values and mission, and be prepared to discuss how you can contribute to these goals in your role as a Technical Account Manager.