Account Manager - Banking and Wealth

Who you are

You are an experienced customer-facing professional with a proven track record in account management, particularly within the banking and wealth sectors. You have the ability to build strong partnerships with customers, understanding their priorities and key drivers. You are solutions-oriented and have a knack for growing customer revenue through effective relationship management. You thrive in a collaborative environment and are comfortable acting as a partner, advisor, and advocate for your clients. Your experience allows you to navigate complex integrations and product expansions with ease, ensuring that customers derive maximum value from your company's offerings.

Desirable

Experience in the fintech industry is a plus, as is familiarity with the tools and technologies that empower financial applications. You may have a background in sales or business development, which enhances your ability to identify opportunities for cross-selling and up-selling. A strong understanding of the financial services landscape will help you engage effectively with stakeholders at various levels within your client organizations.

What you'll do

In this role, you will be the primary point of contact for a portfolio of high-potential, strategic customers. You will work closely with them throughout all stages of integration, scaling, and product expansion. Your responsibilities will include managing customer relationships, identifying opportunities for revenue growth, and ensuring that clients are satisfied with the services provided. You will collaborate with internal teams to address customer needs and drive product utilization. Your role will also involve senior stakeholder management, where you will advocate for your customers' interests within the company. You will be expected to develop a deep understanding of your customers' business models and how they leverage Plaid's tools to enhance their financial services.

What we offer

Plaid offers a dynamic work environment where you can make a significant impact on the financial technology landscape. You will have the opportunity to work with a diverse range of clients, from startups to established financial institutions. The company values innovation and encourages employees to contribute ideas that can shape the future of finance. You will be part of a supportive team that prioritizes professional growth and development, providing you with the resources you need to succeed in your role. Competitive compensation and benefits are part of the package, reflecting the value Plaid places on its employees.