Plaid2mo ago

USD 102720–116160/yr

Account Manager - SMB

United States - San Francisco,San FranciscoFull-timemid

SalesAccount Manager

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Quick Summary

Overview

We believe that the way people interact with their finances will drastically improve in the next few years.

Technical Tools

SalesAccount Manager

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, Washington D.C., London and Amsterdam.

Plaid is looking for customer-facing professionals to manage and grow Plaid’s relationships with high-growth SMB customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented.

You will be the primary point of contact for your customers and will work with them on all stages of integrations, scaling, driving adoption, product expansion, and account management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data.

Own the overall relationship with your portfolio of customers in our fastest growing customer segment

Build relationships with the C-Suite and Product teams to retain and grow revenue

Own revenue 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

2-4 years of demonstrated relationship management and sales experience

Customer empathy and deep desire to see customers succeed

Desire to get technical and the ability to learn the ins and outs of Plaid's APIs

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.

Ability to work with all types of people and build long-lasting relationships

Strong Sales experience (negotiation/value-selling)

Executive level communication skills - written and verbal

Relationship building (understand how to leverage internal/external executives, product, etc)

Retention and Termination-save tactics.

Location & Eligibility

Where is the job

San Francisco

Hybrid — some on-site time required

Who can apply

Same as job location

Listed under

Worldwide

Listing Details

Posted: February 24, 2026
First seen: April 2, 2026
Last seen: April 28, 2026

Posting Health

Days active: 25
Repost count: 0
Trust Level: 44%
Scored at: April 28, 2026

Signal breakdown

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Plaid

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Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use.

Employees

350

Founded

2013

Domain

plaid.com

Jobs

View 94 jobs

View company profile

Salary

USD 102720–116160

per year