企业客户管理负责人
Enterprise Account Management Leader
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，赋能这种变革，让成千上万的开发者能够打造自己的产品。Plaid 为数以百万计的人提供他们依赖的工具，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，让人们轻松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公室。
在 Plaid，我们的使命是通过提供对金融系统的访问权限，赋能创新者。自 2012 年以来，我们已帮助数千万消费者过上更好的财务生活，并帮助数千家客户打造新的财务未来。我们与 PayPal、Rocket、H&R Block 和美国多家大型银行合作，让消费者能够轻松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、罗利、华盛顿特区、伦敦和阿姆斯特丹设有办公室。
Plaid 企业部门的客户管理团队利用深入的产品和行业专业知识，帮助我们的客户构建和扩展技术解决方案。我们作为合作伙伴、顾问和倡导者，帮助塑造消费者与财务的互动方式。
作为企业客户管理负责人，您将负责管理由高级客户经理组成的团队，这些经理正在推动企业客户群的收入增长，同时制定愿景和策略，建立与客户的长期合作关系。您将跨职能地与我们的产品团队和其他市场推广团队协作，帮助构建推动团队和客户成功解决方案。随着我们的业务迅速扩展，我们正在寻找一位行动导向的团队领导者，同时也能够战略性地招聘——将合适的关系经理引入我们的业务，并使他们能够推动 Plaid 下一阶段的增长和影响。
理想的候选人应有金融科技领域的经验，与……
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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.
At Plaid, our mission is to empower innovators by delivering access to the financial system. Since 2012 we've helped tens of millions of consumers live a better financial life and thousands of customers build a new financial future. We work with companies like PayPal, Rocket, H&R Block, and many of the largest banks in the US to make it easy for consumers 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, Raleigh, Washington D.C., London and Amsterdam.
The Account Management team in Plaid’s Enterprise Segment leverages deep product and industry expertise to help our customers build and scale technology solutions. We act as partners, advisors, and advocates for our customers to help shape how consumers interact with their finances.
As an Enterprise Account Management Lead, you’ll be responsible for managing the team of senior account managers who are growing the revenue from the Enterprise customer base, as well as setting the vision and strategy to build long-term partnerships with our customers. You’ll collaborate cross-functionally across our Product function and other Go-To-Market teams to help build solutions that drive team and customer success. As our business rapidly expands, we’re looking for an action-oriented team leader who can also hire strategically - bringing the right relationship managers into our business and enabling them to steward the next phase of Plaid’s growth and impact.
Ideal candidates will have experience in fintech working with enterprise clients, in mentoring and managing teams, setting and hitting revenue goals, building relationships with internal and external stakeholders, and 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:
- Engaging directly with C-level executives 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.
- Recruiting, hiring, and developing a world-class account management team and deliver on revenue targets for the business
- Motivating and inspiring each team member to enable personal and professional career growth
- Working with leadership across the company to set direction for the Enterprise team, and Plaid as a whole
Qualifications:
- 10+ years of professional experience, 5+ years managing a revenue-driving team
- Proven track record of success driving revenue results at a technology company; strong preference towards those with prior experience in finances services or with banking and wealth management firms as clients
- Consultative sales approach with a product-centric mindset
- Strong ability to articulate complex technical solutions and financial value prop - internally for cross-functional collaboration and externally to customers, including an executive audience
- Strong analytical skills to understand customer trends at scale
- Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
- Excitement for recruiting, onboarding, and coaching; a thoughtful approach to team planning and development
- Ability to create strategic 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.
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.