Plaid
FinTech
ImplementationSpecialist–Enterprise
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Implementation Specialist – Enterprise at Plaid. Skills: Customer relationships, Customer retention, Customer satisfaction, Value realization. Guide strategic customers. Guide partners”
Industry & Context.
Troubleshooting; Problem solving
25% travel
What They're Looking For.
Must Have
5+ years client facing experience, 5+ years technology focused role, Experience with Enterprise-level customers, Experience traveling onsite, Experience leading in-person meetings, Experience managing complex technical projects, Experience working with APIs, Experience working with OAuth, Experience working with webhooks, Proven ability to learn technologies, Proven ability to understand complex systems, Troubleshooting and problem solving skills, Experience working cross functionally, Ability to influence stakeholders, Ability to work under pressure, Ability to meet deadlines, Ability to navigate roadblocks
Nice to Have
Customer Success experience
What You'll Do.
Guide strategic customers
Integrate with Plaid solutions
Manage implementations
Stay up to date on technology
Stay up to date on product offerings
Build out applications
Own customer engagement
Create architecture diagrams
Hold customers accountable
Establish customer success metrics
Define long-term strategy
Serve as trusted advisor
Lead point of contact
Establish correspondence
Lead in-person meetings
Improve customer onboarding experience
Collect customer feedback
Translate customer feedback
Collect partner feedback
Translate partner feedback
Build repeatable playbooks
Refine implementation motion
How You'll Work.
Team & Collaboration
Partner with Account Executives; Partner with Sales Engineers; Partner with Account Managers; Partner with Technical Account Managers; Work cross-functionally; Work with Product teams; Work with Engineering teams
Communication Scope
Communication skills
Process & Methodology
Project management
Full Job Description
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. . Implementation Specialists are responsible for guiding Plaid’s most strategic customers and partners as they integrate with Plaid solutions. In this role, you will be responsible for the implementation phase and ensure Enterprise customers are properly onboarded and the Plaid solution is successfully implemented and launched, which is crucial for customer success as the integration often forms the foundation of their platform. Members of the Implementation team are expected to manage multiple implementations / customers and partners simultaneously, and to stay up to date on Plaid’s technology and new product offerings. Responsibilities - Work with Plaid’s most strategic Enterprise customers to build out applications and / or platforms across a variety of different verticals across lending, wealth management, financial management, account opening, student loan refinancing, fraud detection, property tech, healthcare, and billpay uses cases - Own all aspects of the customer engagement, including technical scoping and design (i.e. creating architecture diagrams, sharing example code), project management (i.e. tracking progress and holding customers accountable to key milestones), creative problem sol
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