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, Seattle, Washington D.C., Raleigh, 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 Enterprise 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 Managers and several other cross-functional teams to be the primary driver of the design and execution of technical strategies that help our customers achieve their goals. RESPONSIBILITIES - Work with Plaid's most strategic Enterprise customers as their technical expert, helping them use Plaid to meet their business and technical goals - Own the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated - Proactively identify opportunities to optimize customer integrations and drive adoption of Plaid's newest technical features, tying each to measurable outcomes such as increased conversion, error reduction, or expanded coverage - Build and maintain relationships with technical stakeholders at every level, from engineers to CPOs and CTOs - Advocate for customers by translating their feedback into product insights for internal teams, and partner with key stakeholders to align their business and product priorities with Plaid's - Serve as the escalation point for technical incidents or issues that surface beyond normal Plaid support channels - Collaborate with account managers to define, track, and deliver quarterly technical account goals that grow product adoption and customer value QUALIFICATIONS - 10+ years of experience in client-facing, technology-focused roles that combine business expertise and technical acumen; experience working with enterprise customers strongly preferred. - Proven ability to independently manage complex customer relationships and develop technical strategies that drive adoption, customer success, and measurable business outcomes. - Strong technical foundation across APIs, databases, system infrastructure, and architecture; experience with tools such as Postman, SQL, and monitoring/logging platforms is a plus. - Excellent communication and project management skills, with the ability to translate complex technical concepts for both technical and non-technical audiences and connect solutions to business objectives, KPIs, and revenue outcomes. - Demonstrated ability to build trusted relationships and influence technical decision-makers and stakeholders at all levels, including executives, while collaborating effectively across cross-functional teams. - Proactive, customer-first problem solver with strong troubleshooting skills and the ability to navigate ambiguity, escalations, competing priorities, and unexpected roadblocks under pressure. Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here plaid.com. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Requirements

Must-haves

Work with Plaid's most strategic Enterprise customers as their technical expert, helping them use Plaid to meet their business and technical goals
Own the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated
Build and maintain relationships with technical stakeholders at every level, from engineers to CPOs and CTOs
Advocate for customers by translating their feedback into product insights for internal teams, and partner with key stakeholders to align their business and product priorities with Plaid's
Serve as the escalation point for technical incidents or issues that surface beyond normal Plaid support channels
Collaborate with account managers to define, track, and deliver quarterly technical account goals that grow product adoption and customer value
Proven ability to independently manage complex customer relationships and develop technical strategies that drive adoption, customer success, and measurable business outcomes.
Demonstrated ability to build trusted relationships and influence technical decision-makers and stakeholders at all levels, including executives, while collaborating effectively across cross-functional teams.
Proactive, customer-first problem solver with strong troubleshooting skills and the ability to navigate ambiguity, escalations, competing priorities, and unexpected roadblocks under pressure.

Nice-to-haves

10+ years of experience in client-facing, technology-focused roles that combine business expertise and technical acumen; experience working with enterprise customers strongly preferred.
Strong technical foundation across APIs, databases, system infrastructure, and architecture; experience with tools such as Postman, SQL, and monitoring/logging platforms is a plus.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

sql

Platform: ashby
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)