Overview In this role you manage a broad portfolio of 50-100 mid-to-large revenue accounts, focusing on adoption, engagement, and growth across multiple industries. You serve as the primary customer contact, aligning Plaid's capabilities with client priorities to drive successful integrations and scalable revenue. You identify new opportunities and partner with cross-functional teams to deliver outcomes that empower customers and Plaid's business. You'll operate as a strategic advisor, translating feedback into product insights and guiding renewals and expansions.
Compensation / Benefits- equity and/or commission
- medical
- dental
- vision
- 401(k)
Responsibilities- Own end-to-end relationship with midsize revenue customers across diverse verticals
- Manage partnerships, commercial, and technical topics; implement strategies to scale product adoption and growth
- Lead partnership initiatives including checkpoints, business reviews, and escalations
- Enable successful renewals and independently pursue new growth opportunities
- Act as strategic advisor on Plaid and industry best practices for customers' applications
- Collaborate with Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams
- Champion customer feedback to inform product priorities and align with Plaid's roadmap
Key requirements- At least 5 years of client relationship management experience with varied customer sizes and industries
- Previous B2B technology experience and deal experience is required
- Strong business generalist with technical acumen and revenue growth ability
- Proven ability to solve complex customer challenges via cross-functional collaboration
- Advocacy for customers to ensure internal alignment
- Interest in financial services and technical products
- Grit, enthusiasm, and intellectual curiosity
- relationship building
- strategic advising
- cross-functional collaboration
- effective communication
- problem solving
- customer advocate
