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, Washington D.C., London and Amsterdam.
The European Account Management team at Plaid works closely with our largest and most strategic customers that have established themselves as key players in the FinTech industry.
You will be responsible for building key customer relationships and driving customer growth and Plaid product adoption. This role requires strong product knowledge, relationship management and commercial understanding.
The Account Management team acts as partners, advisors, and advocates for our customers. By leveraging deep product, industry and technical knowledge, we help our customers build and scale amazing applications that become the future of fintech.
Description of the role
- You will act as the primary technical point of contact for a portfolio of Enterprise and Strategic clients and prospects.
- You will independently lead technical projects from discovery through implementation and post-launch support.
- You will guide clients through API integrations, troubleshoot technical challenges, and resolve escalations.
- You will collaborate with cross-functional teams, including Product and Engineering, to deliver innovative solutions.
- You will build strong relationships with client Product, Engineering, and C-Suite stakeholders.
- You will design and execute scalable technical strategies that maximize client success and adoption.
- You will proactively contribute to building processes and establishing best practices for the client engineering function.
Responsibilities
- Own the technical relationship and solution design for assigned Enterprise and Strategic clients and prospects.
- Lead client onboarding and ensure successful API implementations and integrations.
- Proactively troubleshoot and resolve technical challenges with minimal guidance.
- Provide technical guidance during the pre-sales process, including solution design and scoping.
- Conduct technical workshops and architecture reviews with client engineering teams.
- Partner closely with Sales and Account Management on commercial negotiations and strategic client engagements.
- Contribute to process improvements and documentation to establish scalable client engineering practices.
- Act as a trusted technical advisor by identifying opportunities to enhance client adoption and engagement.
- Provide feedback to internal teams to drive product improvements and innovation.
Qualifications
- 5+ years of experience in a client engineering, sales engineering, solution consulting, or technical customer-facing role.
- Strong understanding of APIs, technical integrations, and the ability to guide clients through implementation processes.
- Proven track record of independently managing technical projects with minimal supervision.
- Excellent executive-level communication skills (written and verbal) for translating technical concepts into business outcomes.
- Strong troubleshooting and problem-solving abilities, including root cause analysis and resolution of complex technical issues.
- Ability to build and maintain relationships with both technical and non-technical stakeholders.
- Experience in working cross-functionally with Engineering, Product, and other teams to deliver client solutions.
- Familiarity with financial services, open banking, or payments infrastructure.
- Experience with SQL for querying data and troubleshooting customer issues.
- Previous experience in a high-growth, SaaS environment.
- Exposure to contract negotiation or pre-sales technical support.
- Experience conducting technical workshops or architecture reviews with enterprise clients.
- Familiarity with technical project management methodologies (Agile/Scrum).
Nice to haves:
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.
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