重点客户经理，企业
Named Account Manager, Enterprise
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来推动这一变革，数以千计的开发者使用这些工具来创建自己的产品。Plaid 为数百万人提供支持，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，使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。
作为企业团队的客户经理，你将负责并发展 Plaid 最大和最具战略意义客户的合作关系。你将成为客户信赖的顾问、商业合作伙伴和跨职能领导者，帮助客户最大化 Plaid 的价值，同时推动客户和 Plaid 的长期增长。
你将在关系管理、商业策略和产品解决方案的交汇点上工作，与销售、产品、工程和客服团队紧密合作，实现卓越的客户成果。
职责
- 管理并发展 Plaid 最大的企业客户组合，通常涵盖 10-15 个账户，具体取决于复杂性和范围
- 与客户组织中的高管发起人、决策者、影响者和日常操作人员建立信任关系
- 通过将 Plaid 解决方案与客户业务目标和用例对齐，推动客户采用、参与、留存和增长
- 主导商业对话，包括续约、扩展、战略合作伙伴讨论和账户规划
- 与客户经理和跨职能团队合作，识别并执行增长机会
- 作为战略顾问为客户提供建议，包括行业洞察、产品指导和数据驱动的建议
- 领导关键客户项目，包括业务评审、运营检查点、产品发布和技术升级
- 制定平衡短期执行与长期客户增长和成功的账户策略
- 与销售、解决方案工程、产品、工程等内部团队紧密合作
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.
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 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.