Account Manager - Banking and Wealth

Plaid(1 month ago)

San Francisco, CAOnsiteFull TimeMedior$98,242 - $131,089 (estimated)Account Management

About this role

This role is an Account Manager position within Plaid’s Banking & Wealth segment, focused on strategic banking, wealth, and insurance customers. The position manages a portfolio of high-potential clients, acting as their primary point of contact throughout integration, scaling, and product expansion. The Account Manager will own commercial relationships and revenue outcomes while deeply understanding customer priorities. The role sits at the intersection of technology and financial services, helping customers build and scale innovative financial applications using Plaid’s platform.

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Required Skills

Account Management
Stakeholder Management
Revenue Growth
Customer Relationship Building
Commercial Negotiation
Product Adoption Strategy
Customer Engagement
Strategic Advising
Product Consulting
Customer Advocacy

+7 more

Qualifications

3+ years Account Management Experience

About Plaid

plaid.com

Plaid is a fintech infrastructure company that helps developers and businesses connect consumers’ bank accounts and financial data to apps and services via easy-to-integrate APIs and Plaid Link. Its product suite (Auth, Transactions, Identity, Assets, Investments, Liabilities, payment initiation and risk/verification tools) supports account verification, ACH payments, balance checks, transaction feeds, and underwriting. Companies in payments, lending, investing and personal finance rely on Plaid for developer-friendly SDKs, strong security controls, and compliance support to build reliable, data-driven fintech experiences.

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