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, Washington D.C., 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…