Customer Success Manager at Plaid

San Francisco, California, United States

Apply Now

$130,000 – $160,000Compensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaSIndustries

Requirements

2–3 years’ experience in a Customer Success, CX, or post-sales role at an early-stage B2B SaaS company
Hands-on and proactive - quick to jump into Slack with a customer, jump on a call when needed, and follow up consistently
Great product sense - ability to translate feedback into structured insights and push back constructively
Communicate clearly and thoughtfully - know when to go async and when to hop on a video call
Experience supporting $10k-50k+ ACV customers and ability to manage multiple accounts without dropping the ball
Enjoy working cross-functionally with product, GTM, and support
Excited to help build the foundations of customer success at Plain from scratch
Availability starting around 7am PT to sync with Europe teammates (3+ days/week in SF office)
BONUS: Comfortable handling technical topics like APIs, webhooks, integrations, and workflows

Responsibilities

Own onboarding for a portfolio of customers: gather context from sales, lead customer onboardings, and build relationships with high-value customers to drive adoption and long-term success
Own renewals and expansions for a portfolio of customers: track contract timelines, uncover new use cases, and drive upsell conversations in partnership with product and sales
Be the voice of the customer: gather and summarise feedback, advocate for customer priorities, and influence product roadmap conversations
Improve customer education: help improve onboarding flows, support docs, and async resources for customer self-service
Stay close to support: work closely with the support team to triage escalations, follow up on feedback, and evolve support using Plain itself

Skills

Customer Success

Onboarding

Post-Sales

Support Enablement

Product Feedback

B2B

SaaS

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.

Land your dream remote job 3x faster with AI

Try Jobo Free