Account Management Lead - Fintech

New York, New York, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, BiotechnologyIndustries

Requirements

Candidates should have 8+ years of experience, with at least 3 years managing a revenue-driving team, and a proven track record of success in sales or account management at a technology company, working with fintech, financial services, or tech clients. Strong analytical skills, the ability to build relationships with internal and external stakeholders, and outstanding communication skills are essential. Experience in financial services, lending, or tech companies, mentoring and managing teams, setting and hitting revenue goals, and analyzing customer trends to identify growth opportunities are ideal. The role requires comfort operating in ambiguity with limited oversight and a thoughtful, proactive, and creative approach to problem-solving.

Responsibilities

The Fintech Account Management Lead will manage and grow the customer base, setting the vision and strategy to build long-term partnerships. This role involves leading a team of account managers who work with large Fintechs, collaborating cross-functionally with product and go-to-market teams to build growth solutions, and recruiting, hiring, and developing a world-class account management team to deliver on revenue targets. Responsibilities also include motivating team members, engaging directly with C-level executives, building and executing strategies for upsell/cross-sell revenue and renewals, and operationalizing processes for team efficiency in a fast-paced, cross-functional environment.

Skills

Account Management

Fintech

Financial Services

Lending

Team Leadership

Customer Relationship Management

Business Development

Strategic Planning

Cross-functional Collaboration

Product Knowledge

Technical Knowledge

Industry Knowledge

Plaid

Connects financial accounts to apps securely

About Plaid

Plaid simplifies financial data management for individuals and businesses by connecting various financial accounts to apps and services. Its main product is a set of APIs that allow developers to integrate financial data into their applications, enabling users to track spending, initiate payments, and access financial services all in one place. Plaid serves a wide range of clients, including app developers and financial institutions, and is used by popular apps like LendingTree and Square. Unlike many competitors, Plaid focuses on providing a comprehensive and scalable platform that supports various financial use cases, such as transactions and identity verification. The company's goal is to enhance the way users interact with their financial data, making it easier and more secure.

San Francisco, CaliforniaHeadquarters

2013Year Founded

$714.3MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.

Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.

Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.

Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.

Risks

Increased competition from API-based banking solutions like FIS's Code Connect platform.

Potential legal challenges, such as PNC's lawsuit over trademark issues.

Demand for enhanced transparency and security in financial data sharing.

Differentiation

Plaid offers seamless financial data integration through robust APIs for diverse clients.

Plaid's Pay by Bank for Bill Pay provides a cost-effective recurring payment solution.

Plaid's strategic partnerships enhance its value proposition in payroll and payment sectors.

Upsides

Plaid's expansion into the Triangle area indicates growth and increased hiring potential.

Partnership with Dwolla enhances Plaid's presence in the secure payments sector.

Collaboration with Ansa expands market reach through pay-by-bank capabilities for merchants.

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