Technical Account Manager – FinTech

Stack

Responsibilities

• ▹Work with Plaid's most tech-savvy FinTech customers as a technical expert on their business and technical goals
• ▹Own post-sales technical strategy and roadmap alignment with customers
• ▹Proactively identify opportunities to optimize integrations and drive adoption of new technical features
• ▹Establish and own deep relationships with every level of technical stakeholder, from engineers to CPOs/CTOs
• ▹Champion customers internally, translating feedback into product insights
• ▹Serve as the escalation point for technical incidents beyond normal support channels
• ▹Track customer integration health and feature adoption metrics
• ▹Collaborate with Account Managers to define and deliver quarterly technical account goals

Requirements

• ▹5+ years in a client-facing and technology-focused role combining business and technical acumen
• ▹Experience independently managing customer relationships and executing technical strategies
• ▹Demonstrated ability to tie technical solutions to business objectives, KPIs, and revenue outcomes
• ▹Excellent project management and communication skills for technical and non-technical audiences
• ▹Deep understanding of APIs, databases, system infrastructures, and architecture
• ▹Self-starter with strong troubleshooting skills
• ▹Experience influencing technical decision-makers and building trust up to the C-suite

Nice to have

• ▹Experience with tools like Postman, SQL, and monitoring/logging dashboards

Soft skills

What we offer

• ▹Additional compensation in the form of equity and/or commission, depending on the role
• ▹Comprehensive benefits package: medical, dental, vision insurance, and 401(k)

About the company

Plaid is a fintech company that connects developers and financial institutions, with a network covering 12,000 financial institutions across the US, Canada, the UK, and Europe. Founded in 2013 and headquartered in San Francisco, Plaid also has offices in New York, Washington D.C., London, and Amsterdam, serving customers such as Venmo, SoFi, and several Fortune 500 companies.