Account Manager – SMB

About the role

Plaid is looking for a customer‑facing professional to manage and grow relationships with high‑growth SMB customers. You will act as the primary point of contact, guiding clients through integration, adoption, and expansion of Plaid’s financial data platform.

Key responsibilities

• Own the overall relationship with a portfolio of SMB customers in the fastest‑growing segment.
• Build and nurture relationships with C‑suite and product teams to retain and grow revenue.
• Meet revenue targets by identifying upsell opportunities and leading commercial negotiations for contract renewals.
• Assist customers in integrating and launching on Plaid’s APIs.
• Resolve complex customer challenges by collaborating cross‑functionally with Sales, Risk, Legal, Finance, Marketing, and Business Operations.

Required profile

• 2‑4 years of demonstrated relationship management and sales experience.
• Strong customer empathy and a desire to see customers succeed.
• Willingness to become technical and quickly learn Plaid’s APIs.
• Familiarity with financial services and technical products, coupled with high intellectual curiosity.
• Comfort working in a high‑growth, fast‑changing environment and helping build processes and tools.
• Excellent executive‑level communication and negotiation skills.

Required skills

• Plaid APIs

What we offer

• Opportunity to work with leading fintech companies and Fortune 500 clients.
• Dynamic, high‑growth environment with room for professional development.