Named Account Manager, Enterprise

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

As an Account Manager on our Enterprise team, you’ll own and grow relationships with a portfolio of Plaid’s largest and most strategic customers. You’ll serve as a trusted advisor, commercial partner, and cross-functional leader-helping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid.

You’ll operate at the intersection of relationship management, commercial strategy, and product solutioning, partnering closely with Sales, Product, Engineering, and Support teams to deliver exceptional customer outcomes

Responsibilities

• Manage and grow a portfolio of Plaid’s largest enterprise customers, typically spanning 10-15 accounts depending on complexity and scope

• Build trusted relationships with executive sponsors, decision-makers, influencers, and day-to-day operators across customer organizations

• Drive customer adoption, engagement, retention, and growth by aligning Plaid solutions to customer business goals and use cases

• Lead commercial conversations including renewals, expansions, strategic partnership discussions, and account planning

• Identify and execute on growth opportunities in partnership with Account Executives and cross-functional teams

• Act as a strategic consultant to customers by delivering industry insights, product guidance, and data-driven recommendations

• Lead key customer initiatives including business reviews, operational checkpoints, product launches, and technical escalations

• Develop account strategies that balance short-term execution with long-term customer growth and success

• Partner closely with internal teams including Sales, Solutions Engineering, Product, Engineering, Support, and Legal to drive successful outcomes

• Advocate for customers internally by sharing feedback, surfacing market insights, and influencing product direction

Qualifications

• 7+ years of experience in a client-facing commercial role such as Account Management, Strategic Partnerships, Consulting or Business Development

• Demonstrated success managing and growing enterprise customer relationships in a fast-paced environment

• Previous B2B technology experience is a strong plus

• Strong commercial acumen with experience driving renewals, expansions, and strategic customer outcomes

• Proven ability to navigate complex organizations and influence stakeholders at all levels, including executive leadership

• Experience partnering cross-functionally with Sales, Product, Engineering, and Support teams

• Strong problem-solving and strategic thinking skills with the ability to manage multiple priorities simultaneously

• Excellent communication, presentation, and relationship management skills

• Ability to quickly learn technical concepts and understand complex product ecosystems

• High degree of ownership, curiosity, adaptability, and customer empathy

• Experience working with B2B technology, fintech, API infrastructure, payments, or financial services products (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 [email protected].

Please review our Candidate Privacy Notice here.

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.