Account Manager - Banking and Wealth

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. The Plaid Account Management team in the Banking & Wealth Segment leverages our deep technical, product, and industry knowledge to help our banking, wealth, and insurance cohort of customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to help shape how consumers and businesses interact with their finances. Plaid is looking for an experienced customer-facing professional to manage and grow our relationships with a portfolio of high-potential, strategic customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives, and key drivers, and is solutions oriented. In this role, you will be the primary point of contact for your customers and will work with them on all stages of integration, scaling, product expansion, and partnership management. You will be responsible for owning and growing revenue (cross-selling, up-selling, increasing product utilization, and senior stakeholder management). Responsibilities Own the overall relationship with our banking, wealth, and insurance customers, identifying key stakeholders and building rela