Account Manager – SMB

Role Overview

• Own the overall relationship with your portfolio of customers in our fastest growing customer segment
• Build relationships with the C-Suite and Product teams to retain and grow revenue
• Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals
• Help customers integrate and launch on Plaid
• Solve complex customer challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations

Requirements

• 2-4 years of demonstrated relationship management and sales experience
• Customer empathy and deep desire to see customers succeed
• Desire to get technical and the ability to learn the ins and outs of Plaid's APIs
• Some familiarity in financial services and technical products; a high degree of intellectual curiosity
• Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed.
• Ability to work with all types of people and build long-lasting relationships
• Strong Sales experience (negotiation/value-selling)
• Executive level communication skills
• written and verbal
• Relationship building (understand how to leverage internal/external executives, product, etc)
• Retention and Termination-save tactics.