Technical Account Manager - Enterprise

About the Role

The role involves owning the post-sales technical strategy and alignment with customers, ensuring mutual roadmaps are understood and communicated. You will also establish and own deep relationships with every level of technical stakeholder, from engineers to CPOs/CTOs, to ensure Plaid remains top-of-mind as a trusted partner.

As a Technical Account Manager, you will be the primary driver of 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 deliver exceptional customer outcomes.

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 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.
• Establish and own deep relationships with every level of technical stakeholder, from Engineers to CPOs/CTOs, ensuring Plaid remains top-of-mind as a trusted partner.
• Be a champion for customers and work with internal Plaid teams to translate customer feedback into product insights.
• Partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid's.
• Serve as the escalation point for technical incidents and/or issues that have surfaced beyond the normal Plaid support channels.
• Track customer integration health and feature adoption metrics, surfacing insights to improve product performance and shape future roadmap discussions.
• Collaborate with Account Managers to define, track, and deliver quarterly technical account goals that directly grow and expand product adoption and customer value.

What We Are Looking For

• 10+ years of experience in a client-facing and technology-focused role where business experience and technical acumen were combined.
• Experience working with enterprise customers is strongly preferred.
• Experience managing customer relationships independently and building/ executing technical strategies to make customers successful with new technologies.
• Demonstrated ability to tie technical solutions to business objectives, KPIs, and revenue outcomes.
• Excellent project management and communication skills, with a strong ability to provide technical detail.
• Strong technical expertise, with proficiency in tools such as Excel.
• Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.

Nice to Have

• Experience working in the fintech industry or a related field.
• Knowledge of financial regulations and compliance.
• Familiarity with Plaid's products and services.
• Experience working with cross-functional teams, including sales, marketing, and product.

Benefits and Perks

• Competitive salary and equity package.
• Comprehensive health insurance package.
• Generous PTO and vacation days.
• Remote work stipend and flexible work arrangements.
• Professional development opportunities and conference sponsorships.
• Access to cutting-edge technologies and tools.
• Collaborative and dynamic work environment.

• Tip: Highlight your experience working with enterprise customers and managing complex technical relationships in your application.
• Use specific examples to demonstrate your ability to tie technical solutions to business objectives and revenue outcomes.
• Make sure to showcase your project management and communication skills, as these are essential for success in this role.
• Familiarize yourself with Plaid's products and services, as well as the fintech industry landscape, to demonstrate your expertise and passion for the field.
• Prepare to discuss your experience with tools such as Excel and your ability to provide technical detail.
• Be prepared to provide examples of how you have driven customer success and growth through technical strategies and partnerships.