Plaid
FinTech
TechnicalAccountManager-FinTech
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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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