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Product Manager, Sales-Assisted Growth

Plaid•San Francisco HQ•🌍 Remote
Full-time3-7
$176k - $227k
per year
👁️ 0 views•📝 0 applications•Posted 9/24/2026•Expires 10/26/2026
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Job Description

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.

The Customer Growth & Experience (CGX) team owns the full customer lifecycle — from the moment a customer lands on plaid. com to their journey across onboarding, activation, adoption, and long-term success. Within CGX, this role sits at the intersection of Growth and GTM.

We own the product experience for sales-worked customers across every segment — onboarding, premium features, upsell and cross-sell, and offboarding — and the internal tooling that makes Plaid's own sales organization faster and more effective at every stage of a deal.

We're focused on growing and retaining the accounts sales brings in, and on using AI to meaningfully change how sellers and their accounts get served, not just to speed up existing steps.

As a Product Manager on Sales-Assisted Growth, you'll own the experience for customers who come to Plaid through our sales team — SDRs, AEs, AMs from onboarding through expansion and offboarding: how they get set up, which premium features they unlock, how they discover and adopt new products, and how they're communicated with along the way.

You'll also own the internal tooling that removes manual work for sellers and gives them the right view of their accounts at

Required Skills

Product ManagementSales-Assisted GrowthCustomer OnboardingPremium Feature ManagementUpsell/Cross-sellOffboarding ProcessesInternal Tooling DevelopmentSalesforce AutomationCustomer Lifecycle ManagementAI Integration (Product Context)B2B Sales ProcessesAccount ManagementCustomer Retention StrategiesFinancial Technology (FinTech)API/Developer ToolsCustomer Experience (CX) DesignAI for Sales OperationsData-Driven Product DecisionsSales Enablement ToolsCustomer Success Platforms

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