Account Management Lead - Fintech
Plaid
Sales & Business Development
San Francisco, CA, USA
Posted on Sep 9, 2025
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 Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications and businesses. We act as partners, advisors, and advocates for our customers to help shape how their customers – consumers and businesses alike – interact with their finances.
As a Fintech Account Management Lead, you’ll be responsible for managing and growing the customer base, as well as setting the vision and strategy to build long-term partnerships with our customers. You will lead a team of account managers who work with some of the largest Fintechs in the world. You’ll collaborate cross-functionally across our product and other go-to-market teams to help build solutions that drive growth for customers and your team. As our business rapidly expands, we’re looking for an action oriented and thoughtful team leader who can also hire thoughtfully, bringing the right relationship managers into our business and enable them to steward the next phase of Plaid’s growth and impact.
Ideal candidates will have experience in financial services, lending, or tech companies, in mentoring and managing teams, setting and hitting revenue goals, building relationships internally and with external stakeholders, and feel comfortable analyzing customer trends to identify new growth opportunities. We are looking for a leader who is thoughtful, proactive, and creative when problem solving, and is comfortable operating in ambiguity with limited oversight.
Responsibilities
- Recruiting, hiring, and developing a world-class account management team to support our fastest growing customers and deliver on revenue targets for the business.
- Motivating and inspiring each team member to enable personal and professional career growth.
- Engaging directly with C-level executives internally and externally to build and maintain customer relationships.
- Building and executing the strategy that drives upsell/cross-sell revenue and renewals at scale, and operationalizing the process to drive team efficiency.
- Working in a high-pace, cross-functional environment that presents different challenges every day.
- Working with leadership across the company to set direction for the Fintech team and Plaid as a whole.
Qualifications
- 8+ years of experience, ideally 3+ years managing a revenue-driving team.
- Proven track record of success driving revenue through sales or account management at a technology company, working with fintech, financial services, or tech organizations as clients.
- Excitement for recruiting, onboarding, and coaching; a thoughtful approach to team planning and development.
- Strong ability to articulate technical and financial value prop – internally for cross-functional collaboration, as well as externally to customers – including to executive audiences.
- Strong analytical skills to understand customer trends at scale.
- Ability to build relationships with internal and external stakeholders.
- Outstanding communication skills to drive internal alignment and results.
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.