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Account Management Lead - SMB

Plaid· Sales & Account Management
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San Francisco, CA$213.6k - $289.2kFull-timePosted 2mo ago

About the role

Lead and grow Plaid's SMB account management program by defining vision, strategy, and building a high-performing team to drive revenue through upsell, cross-sell, and renewals while fostering long-term partnerships with SMB customers.

Responsibilities

  • Recruiting, hiring, and developing a world-class account management team to support our fastest-growing SMB customers and deliver on revenue targets
  • Motivating and inspiring each team member to enable personal and professional career growth
  • Engaging directly with C-level executives internally and externally to build and maintain customer relationships
  • Building and executing the strategy that drives upsell/cross-sell revenue and renewals at scale, and operationalizing processes to drive team efficiency
  • Working in a high-pace, cross-functional environment that presents different challenges every day
  • Working with leadership across the company to set direction for the SMB team and Plaid as a whole

Qualifications

  • 8+ years of experience, ideally 3+ years managing a revenue-driving team
  • Proven track record of success driving revenue through account management at a technology company, working with SMB or financial services organizations as clients
  • Experience in both new customer acquisition and install-base account management, preferably in a hyper-growth environment
  • Excitement for recruiting, onboarding, and coaching; a thoughtful approach to team planning and development
  • Strong ability to articulate technical and financial value propositions – internally for cross-functional collaboration and externally to customers, including executive audiences
  • Strong analytical skills to understand customer trends at scale
  • Ability to build relationships with internal and external stakeholders
  • Outstanding communication skills to drive internal alignment and results

Skills

Required:Leadership and people managementStrategic revenue growthExecutive relationship managementAccount management

Benefits

  • Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k)
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Plaid

Enabling all companies to build fintech solutions

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

fintechbankingpaymentsfraudcreditopen financefinancial data
Company profileWebsite

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