技术客户经理 - 合作伙伴
Technical Account Manager -Partnerships
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工具和体验，推动这一变革，让成千上万的开发者能够创建自己的产品。Plaid 为数以百万计的人提供支持，帮助他们过上更健康的财务生活。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中。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。
Plaid 的技术客户经理（TAM）团队由一群热衷于帮助客户将技术目标和挑战与 Plaid 解决方案相结合的成员组成。我们通过提供技术指导，在客户的成功中发挥关键作用，以促进增长、扩展和更深入的客户关系。我们的目标是确保每位客户都成为 Plaid 的终身拥护者。
作为区域技术客户经理，您将与合作伙伴客户经理合作，根据技术需求提出合作伙伴请求。随后您将推动技术参与，作为专家资源，协助客户进行集成审查、故障排除和技术最佳实践，帮助他们最大化使用 Plaid 产品。
职责：
- 与各细分领域的合作伙伴合作，通过电子邮件和电话等多种渠道提供技术指导和支持，确保他们充分利用与 Plaid 的集成
- 处理客户的各类技术需求，包括集成审查、解决方案咨询/最佳实践和故障排除，帮助他们优化使用 Plaid 的方式
- 作为 Plaid 产品的技术专家，确保客户获得清晰且可操作的指导
- 与合作伙伴客户经理密切合作，处理客户咨询，确定适当的技术支持级别
- 深入理解 Plaid 的 API、系统架构和产品功能，以提供准确的技术指导
- 通过高效处理客户需求，确保客户体验顺畅
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.
The Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing technical guidance to enable growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate.
As a Territory TAM you will collaborate with Partner Account Managers who will surface partner requests based on technical needs. From there you will drive the technical engagement, acting as an expert resource to assist customers with integration reviews, troubleshooting, and technical best practices to help them maximize their use of Plaid products. You will play a crucial role in enabling customer success at scale.
Responsibilities:
- Work with Partners across segments to provide technical guidance and support through a variety of channels including email and phone, ensuring they’re getting the most out of their integration with Plaid
- Manage inbound requests to assist customers with a variety of technical needs including integration reviews, solutions consulting/best practices, and troubleshooting to help them optimize their use of Plaid
- Act as a technical expert on Plaid’s products, ensuring customers receive clear and actionable guidance
- Work closely with Partner Account Managers to address customer inquiries, aligning on the right level of technical support
- Maintain a strong understanding of Plaid’s API, system architecture, and product offerings to deliver accurate technical guidance
- Ensure a seamless customer experience by efficiently handling multiple inbound requests and resolving technical roadblocks
- Ability to prioritize large volume of account requests based on impact and manage time efficiently
- Partner with internal teams, including Support, Engineering, and Product, to escalate and resolve complex technical issues as needed
Requirements:
- 5+ years of experience in a client-facing and technology-focused role where business experience and technical acumen was combined. Experience working in a Partnerships function is strongly preferred
- Strong ability to translate complex technical concepts into clear, actionable recommendations for both technical and non-technical audiences
- Strong understanding of APIs, system infrastructure, and troubleshooting methodologies
- Experience working in a fast-paced, customer-facing environment with a high volume of inbound requests
- Strong project management and prioritization skills, with the ability to handle multiple technical inquiries simultaneously
- A customer-first mindset with a passion for solving technical challenges efficiently
- Ability to work cross-functionally to ensure customers receive the best possible experience
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.