Account Management Lead - SMB
Core
Lead a team of account managers to manage and grow the SMB customer base, driving revenue through upsell/cross-sell and renewals for Plaid's financial data platform.
Role type
Senior IC Account Management Lead (Team Lead)
Builds
Long-term partnerships and revenue growth for SMB clients using Plaid's financial data infrastructure
Domain
Financial Technology (FinTech) / Data Infrastructure
Deliverable
client delivery | production ML models (indirectly via platform enablement)
Required skills
Team recruiting and development, C-level stakeholder management, revenue strategy execution, analytical skills for customer trends, technical and financial value proposition articulation
Preferred skills
Experience in hyper-growth environments, background in new customer acquisition and install-base management
Technologies
Plaid platform (financial data connectivity)
Responsibilities
Recruiting, hiring, and developing a world-class account management team; Motivating team members for career growth; Engaging with C-level executives to build relationships; Executing strategy for upsell/cross-sell revenue and renewals; Collaborating cross-functionally to drive customer growth; Setting direction for the SMB team
Seniority
Senior, hands-on IC with team leadership
