Plaid
Account Management leader - SMB
The Role
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 over a thousand customers build a new financial future. Our customers range from startups like Stripe, Coinbase, and Robinhood to Fortune 500 enterprises like American Express, PayPal, JP Morgan Chase, and Wells Fargo. Plaid’s SMB team partners with early-stage companies that are on the cutting edge of innovation — the startups that could become tomorrow’s biggest names in tech. This team is at the forefront of providing the solutions forward-looking SMBs need to thrive, utilizing Plaid’s product suite encompassing payments, account funding, transaction data, fraud prevention, underwriting tools, and more. We are looking for a high-impact SMB Account Management Leader to drive growth, team performance, and innovation. The ideal candidate is a proven, second-line people leader with strong business acumen, a rigorous operator skilled in designing and executing scalable processes, and a visionary in leveraging AI to enhance customer engagement and team efficiency. This person is responsible for hitting ambitious revenue goals and partnering closely with cross-functional teams across Sales, Product, Marketing, and Ops to deliver a world-class SMB customer experience.
Responsibilities
- Lead and inspire a high-performing team of SMB Account Managers, including people leaders, fostering growth, accountability, and a culture of excellence.
- Drive revenue growth by building and executing strategies that help customers scale and deepen their use of Plaid’s products.
- Establish a rigorous operational rhythm to improve team efficiency, including effective process design and AI-powered automation.
- Develop and scale customer success motions that deliver consistent value and support for a high volume of fast-growing SMBs.
- Engage directly with customer executives to build strategic relationships, map key stakeholders, and drive long-term partnerships.
- Partner cross-functionally with Product, Sales, Marketing, and Ops to advocate for customer needs and influence Plaid’s roadmap.
Qualifications
- Proven track record of driving revenue growth through sales, account management, or customer success in high-growth technology environments, ideally at a business with $50M+ revenue.
- 10+ years of experience, including 5+ years managing a revenue-driving team, ideally in scaled account management or customer success.
- 2+ years managing second-line managers is strongly preferred
- A passion for recruiting, developing talent, and thoughtful team planning.
- Strong ability to articulate both technical and financial value, internally across functions and externally with customers, including C-level stakeholders.
- Excellent relationship-building skills with both internal and external partners.
- Outstanding communication skills to inspire teams, align stakeholders, and drive results.
- Ability to thrive in a fast-paced, high-growth environment, with a hands-on, scrappy approach to building processes, tools, and structure as needed.
- Brings a strong point of view on how to leverage AI in this role, with genuine curiosity for emerging capabilities.
Plaid Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Plaid and has not been reviewed or approved by Plaid.
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Fair & Transparent Compensation — Pay is described as competitive to strong for many roles, with total compensation often positioned toward the high end for tech. The biggest determinants of satisfaction are framed as level, team, and the cash-versus-equity mix.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, with explicit support for fertility and mental health. This breadth is repeatedly emphasized as a standout part of the overall package.
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Leave & Time Off Breadth — Time-off is presented as flexible or “unlimited,” alongside an expectation that people take time away. Additional structures like company-wide breaks and potential sabbatical offerings are also referenced as part of time-away support.
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The Company
What We Do
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. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe. At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.
