Technical Account Manager, Plaid
Strategic Financial Institution Partnerships
$135-202k
Infrastructure and APIs for FinTech
Job no longer available
Infrastructure and APIs for FinTech
1001+ employees
Job no longer available
$135-202k
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- 6+ years of experience in a client-facing and / or technology-focused role where business experience and technical acumen was combined
- Experience managing external relationships independently, including building and executing technical strategies to make partners successful with new technologies
- Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences alike, simplifying complexities in a concise / clear manner
- Have a deep and thorough understanding of APIs, databases, system infrastructures, and architecture
- Self-starter who takes initiative and possess strong troubleshooting skills with an ability to use deductive and inductive reasoning to guide customers through complex or escalated issues
- Ability to collaborate cross-functionally with different teams, levels of seniority, and influence structure / process to ensure everyone can meet their goals and timelines
- Ability to work under pressure, deadlines and navigate unexpected roadblocks
What the job involves
- You will be a highly visible technical and product expert in Plaid's offerings (both for financial institutions and for Plaid-powered apps and services), learning and knowing how to work with and leverage Plaid products on both sides of the network
- You will own several Financial Institution relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings
- You will work in partnership with Financial Institution Partnership Managers and several other cross-functional teams, and you will be the primary driver to design and execute technical strategies that build trust with our Financial Institution Partners
- Lead the technical strategy and roadmap with Strategic Financial Institutions (FIs)
- Identify key areas of improvement for all enterprise API integrations
- Partner closely with product teams on discovery sessions, beta testing, and product launches
- Work with partnership managers to develop the “integration roadmap” / overall partnership plan and execute on strategies to drive those priorities
- Complete technical scoping, build and launch new API integrations
- Be the connective tissue between Plaid engineering and Financial Institutions for all issues with outsized customer or FI impact across all integration types
- Document and communicate those technical and roadmap updates to necessary teams allowing Plaid to accurately adjust our planning and resources
- Provide clear technical direction on all aspects of Plaids’ FI integrations and products
- Establish and own FI relationships with multiple levels of technical stakeholder from Engineers to CPOs / CTOs by validating and documenting their technical needs, business objectives, and metrics
- Be an advocate for innovation and early adoption of Plaid products / solutions available to FIs
- Serve as the escalation point for high-priority technical incidents or issues that have substantial consumer impact
- Help uncover additional opportunities that are aligned with our Strategic FI account management strategy and Plaid company goals
Our take
Plaid builds infrastructure that allows a consumer to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.
Plaid has integrated with 12,000 financial institutions in the US, Canada, the UK and Europe. About a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs). The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts.
This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow. Despite its strong position, it has not been immune to the difficult global economic situtation and was forced to restructure at the end of 2022, laying off some of its workforce. However it is still experiencing growth and is well-positioned to weather the current economic uncertainty.
Steph
Company Specialist
Insights
Some candidates hear
back within 2 weeks
40% female employees
-15% employee growth in 12 months
Company
Employee endorsements
Opportunities to learn
"Lots of opportunities to grow within your space, the teams in Plaid Europe are small which means you are getting exposure to areas you may not in..."
Funding (last 2 of 5 rounds)
Apr 2021
$425m
SERIES D
Dec 2018
$250m
SERIES C
Total funding: $734.3m
Company benefits
- Monthly wellness stipend (gym on us)
- We offer breakfast, lunch, and dinner to keep you well-fed and healthy (when working from the office)
- From medical, life, dental and pension schemes, we’re here to support your physical, mental, and financial wellbeing
- We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids
- Every Plaid is in control of their career development with our learning stipends, tools, and trainings
- We give Plaids the freedom and flexibility to choose where they work - whether that is in a Plaid office, at home in any supported location, or a mix of both!
- Two weeks of synchronous, company-wide vacation
- We want to make sure you have time to meet your personal needs with unlimited PTO
Company values
- Impact - We are building a company in order to create outcomes for consumers, and for our customers. The work we do is focused on creating extraordinary results for both. We choose what we work on and measure ourselves by the lasting impact created.
- Grow, together - We constantly strive to learn and improve — as individuals, as a team, and as a company. We foster a culture of feedback, delivered frequently and empathetically. We are each responsible for our own growth, and for the growth of those around us.
- Embrace openness and positivity - These characteristics play an important role in how we interact with each other, and how we represent ourselves to the world. We are intentional with our openness (or clear when we cannot be), and we approach our relationships and challenges with optimism.
- Think rigorously; act with urgency - We work diligently to make sound decisions — but we also recognise that speed matters. We move with urgency to bring our work to the world.
- Make it better - Each of us is an owner of Plaid. We are committed to continuous improvement and leaving things better than we found them. It is not perfection we seek, but valuable, pragmatic improvements to our products, our company, and our craft.
- Consumer outcomes via customer love - Plaid exists to improve outcomes for consumers. The primary way we achieve this is through the love and loyalty of our customers. We work with and through our customers, always with the best interest of the consumer in mind
- Invent tomorrow - We think big and take responsibility for creating the financial ecosystem we want to exist. We don’t wait to see what the future will bring; we create it ourselves
Company HQ
SoMa, San Francisco, CA
Articles
Founders
Zach Perret
(CEO)He was a Consultant at Bain and previously a Research Fellow and Trustee at Duke before co-founding Plaid
William Hockey
(Board Director)He was previously an associate at Bain and has since moved on from Plaid to become Co-CEO at Column
Diversity & Inclusion at Plaid
Andrea Cruz (DEIB Program Manager)
- We are promoting equity by continuing to build employee programs to attract and keep talent growing and thriving at Plaid.
- We foster inclusion by offering annual DEIB education.
- We are building belonging with our four Plaid Community Groups: Plaids of Colour, Plaids of Faith, PLGBTQ+ and Women+.
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