Plaid

FinTech

TechnicalAccountManager-FinTech

$157–197k San Francisco, California, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Technical Account Manager - FinTech at Plaid. Skills: Technical Account Management, Customer Success, FinTech Solutions. Leverage Plaid for goals. Own post-sales technical strategy”

What You'll Achieve.

Achieve customer goals; Grow product adoption; Expand product adoption; Increase customer value

Industry & Context.

FinTech
Problems you'll solve

Troubleshooting

What They're Looking For.

Must Have

5+ years client-facing experience, 5+ years technology-focused role, Experience managing customer relationships, Experience building technical strategies, Experience executing technical strategies, Deep understanding of APIs, Deep understanding of databases, Deep understanding of system infrastructures, Deep understanding of architecture

Nice to Have

Experience with Postman a plus, Experience with SQL a plus, Experience with monitoring dashboards a plus, Experience with logging dashboards a plus

What You'll Do.

Leverage Plaid for goals

Own post-sales technical strategy

Align customer roadmaps

Identify optimization opportunities

Drive adoption of features

Establish deep relationships

Translate customer feedback

Serve as escalation point

Track integration health

Track feature adoption

Define technical account goals

Track technical account goals

Deliver technical account goals

How You'll Work.

Team & Collaboration

Cross-functional teams; Account Managers; Internal Plaid teams; Technical stakeholders

Communication Scope

Technical details; Simplify complexities

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. The Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing proactive strategic and technical guidance, which enables growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate. This is a strategic, high-impact technical leadership position. You’ll own the long-term technical success of some of the most innovative FinTech companies in the world, influencing how millions of users experience financial connectivity. You will be a product expert in Plaid's offerings, owning many customer relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings. You’ll be the technical voice and advocate for your customers internally, helping to shape Plaid’s product direction based on real-world feedback and impact. You will work in partnership with Account Manager(s) and several other cross-functional teams to be the primary driver of the design and execution of technical strategies that help our customers achie

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