Account Manager - Enterprise - Scaled

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

Plaid’s Enterprise Account Management team helps some of the most influential companies build, scale, and grow with Plaid. We develop trusted partnerships with our customers by combining deep technical expertise, product knowledge, and industry insight to help them unlock meaningful business outcomes.

We work cross-functionally and collaboratively to ensure our customers successfully launch, adopt, and expand Plaid solutions. As strategic advisors and advocates, we help shape the future of how consumers and businesses interact with their financial lives.

Plaid is looking for a highly operational and strategic Account Manager to help build and scale our approach to managing a large portfolio of territory accounts. In this role, you will be responsible for guiding customers from implementation through revenue activation, ensuring they successfully launch and realize value quickly.

You will operate as a hybrid of consultant, operator, and account manager — building scalable processes that support customer growth while improving operational efficiency across a large book of business. This role is ideal for someone who thrives in ambiguity, enjoys creating structure from the ground up, and is excited to leverage automation, systems, and AI to scale customer engagement.

You’ll focus on helping customers go live with Plaid products, drive early adoption and revenue outcomes, and identify when accounts are ready to transition to a strategic account management motion. As an early builder in this function, you’ll play a key role in defining workflows, best practices, tooling, and scalable engagement models for the team.

Responsibilities

• Manage a high-volume portfolio of territory accounts through onboarding, implementation, launch, and early growth stages

• Partner with customers to ensure successful product activation and revenue generation as quickly and efficiently as possible

• Build scalable processes and operational frameworks for managing customer engagement across a large book of business

• Identify opportunities to leverage automation, AI, and tooling to improve efficiency, customer experience, and account coverage

• Create repeatable playbooks for onboarding, customer health tracking, adoption, escalation management, and account graduation

• Act as a strategic advisor to customers by helping them navigate implementation challenges and identify opportunities for growth

• Monitor customer performance metrics and proactively drive actions that improve activation, engagement, and revenue outcomes

• Build a classification rubric and prioritization model based on projected revenue potential and speed to scale for the accounts in your portfolio.

• Determine when accounts are ready to transition into a long-term growth or strategic account management model

• Partner cross-functionally with Sales, Product, Engineering, Support, and Operations teams to improve customer outcomes and internal processes

• Surface customer feedback and operational insights to influence product improvements and scalable solutions

• Help define and evolve the team’s operating model as the business and customer base grow

Qualifications:

• 5+ years of experience in account management, customer success, consulting, operations, partnerships, or a related customer-facing role

• Experience managing a large portfolio of accounts in a fast-paced, high-growth environment

• Experience supporting customer onboarding, implementation, or post-sales growth motions at scale

• Strong operational mindset with a track record of building or improving scalable processes and workflows

• Demonstrated ability to balance strategic thinking with hands-on execution

• Experience using systems, automation, or AI tools to improve operational efficiency and customer engagement

• Strong project management and organizational skills with the ability to manage multiple priorities simultaneously

• Excellent communication and stakeholder management skills, both internally and externally

• Analytical and data-driven approach to problem solving and decision making

• High degree of ownership, adaptability, and comfort working in ambiguous environments

• Experience in B2B, fintech, SaaS, APIs, payments, or other technology-driven industries

• Experience designing scaled customer success or account management programs (preferred)

• Familiarity with CRM systems, customer engagement platforms, workflow automation tools, or AI-enabled productivity tools (preferred)

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.

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