金融科技客户经理 - 指定客户
FinTech Account Manager - Named
我们相信，人们与财务的互动方式将在未来几年发生巨大变化。我们致力于通过构建数千名开发者用来创建自己产品的工具和体验，推动这一变革。Plaid 为数以百万计的人提供他们赖以生存的健康财务生活工具。我们与 Venmo、SoFi、多家财富 500 强公司以及许多大型银行合作，让人们能够轻松地将财务账户连接到他们想要使用的应用和服务。Plaid 的网络覆盖美国、加拿大、英国和欧洲的 12,000 家金融机构。公司成立于 2013 年，总部位于旧金山，在纽约、西雅图、华盛顿特区、罗利、伦敦和阿姆斯特丹设有办事处。
任职要求：
- 7 年以上负责软件或技术客户管理的经验。
- 对细节高度关注，具备良好的组织能力，能优先处理并管理跨职能的工作流，涉及内部和外部利益相关者。
- 具备高管级别的沟通能力——书面和口头表达。
- 关系建立能力（懂得如何利用内部/外部高管、产品等资源）。
- 强大的商业/销售经验（合同谈判、价值销售）。
- 客户保留和终止策略。
- 渴望学习技术，并能够掌握 Plaid API 的细节。
- 具有客户同理心，深切希望客户成功。
- 对金融服务和技术产品有一定了解；具有高度的求知欲。
- 对在高增长、不断变化的环境中工作充满热情，并愿意根据需要帮助建立流程和工具。
职责：
- 负责并管理你在我们增长最快的客户群体中的整体客户关系。
- 与客户的 C 层高管、产品和工程团队建立牢固的关系，以保持并增加收入。
- 负责并超越收入增长目标，包括识别和完成新的交叉销售机会，并领导合同续签的商业谈判。
- 协助客户集成并上线 Plaid。
- 通过与销售、风控、法律、财务、商业、市场和业务运营部门的跨职能协作，解决复杂的客户问题。
查看英文原文
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.
Qualifications:
- 7+ years of quota carrying software or technology account management experience.
- Strong attention to detail, organizational skills, prioritization and management of multiple cross-functional work streams across internal and external stakeholders.
- Executive level communication skills - written and verbal.
- Relationship building (understand how to leverage internal/external executives, product, etc).
- Strong Commercial/Sales experience (contract negotiation, value-selling).
- Customer retention and termination-save tactics.
- Desire to get technical and the ability to learn the ins and outs of Plaid's APIs.
- Customer empathy and deep desire to see customers succeed.
- Some familiarity in financial services and technical products; a high degree of intellectual curiosity.
- Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed.
Responsibilities:
- Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment.
- Build strong relationships with customer C-Suite, Product and Engineering teams to retain and grow revenue.
- Own and exceed revenue growth targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals.
- Help customers integrate and launch on Plaid.
- Solve complex customer challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.
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.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
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.