Plaid · 4 days ago
Account Manager - Banking and Wealth
New York, NY
Full-time
Hybrid
Mid Level
$115K/yr - $136K/yr
3+ years expPlaid is a company dedicated to empowering people to interact with their finances more effectively through innovative tools. They are seeking an experienced Account Manager to manage and grow relationships with strategic customers in the Banking and Wealth Segment, focusing on driving revenue and enhancing customer engagement.
BankingFinancial ServicesFinTech
Responsibilities
Own the overall relationship with our banking, wealth, and insurance customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
Manage partnership, commercial, and technical topics; develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue
Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals
Be a strategic advisor and product consultative guidance on Plaid and industry best practices as customers build and scale their applications
Be a champion for our customers and work with our 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
Partner and collaborate with internal cross-functional counterparts such as Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering, Product, and Business Operations
Qualification
Required
3+ years of quota carrying account management experience; ideally with large enterprise organizations
Ability to collaborate closely with Plaid's technical team to ensure customer launches are timely and successful; previous B2B technology experience is a strong plus
Deep customer empathy and desire to see our customers succeed
Ability to quickly understand new technologies and become a subject matter expert in Plaid's APIs in order to convey complex information simply to our customers
Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity
Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed
Adaptable and capable of working with all types of people and roles to build long-lasting relationships
Benefits
Medical
Dental
Vision
401(k)
Company
Plaid
Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.
501-1000 employees
H1B Sponsorship
Plaid has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (41)
2024 (41)
2023 (42)
2022 (53)
2021 (30)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$1.31BKey Investors
Franklin TempletonAltimeter CapitalGoldman Sachs Investment Partners
2025-04-03Series Unknown· $575M
2025-04-03Secondary Market
2023-10-19Series Unknown
Leadership Team
Zachary Perret
Co-Founder & CEO
Eric Sager
COO
Recent News
2026-01-14
2026-01-11
Crunchbase News
2026-01-06
Company data provided by crunchbase