Plaid
Technical Account Manager - Territory - Partnerships
San Francisco HQ
Sponsorship not specifiedDetected 36 days ago
Project ManagementAccount ManagementCustomer SuccessCustomer Support
About the role
- We believe that the way people interact with their finances will drastically improve in the next few years.
- 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.
Responsibilities
- Work with Partners across segments to provide technical guidance and support through a variety of channels including email and phone, ensuring they're getting the most out of their integration with Plaid
- Work closely with Partner Account Managers to address customer inquiries, aligning on the right level of technical support
- Ability to prioritize large volume of account requests based on impact and manage time efficiently
- Partner with internal teams, including Support, Engineering, and Product, to escalate and resolve complex technical issues as needed
Requirements
- Strong ability to translate complex technical concepts into clear, actionable recommendations for both technical and non-technical audiences
- Strong understanding of APIs, system infrastructure, and troubleshooting methodologies
- Experience working in a fast-paced, customer-facing environment with a high volume of inbound requests
- Strong project management and prioritization skills, with the ability to handle multiple technical inquiries simultaneously
Nice to have
- 5+ years of experience in a client-facing and technology-focused role where business experience and technical acumen was combined.
- Experience working in a Partnerships function is strongly preferred
Skills
- Plaid powers the tools millions of people rely on to live a healthier financial life.
- Plaid's network covers 12,000 financial institutions across the US, Canada, UK and Europe.
- Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate.
Compensation
- Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
Company info
- Manage inbound requests to assist customers with a variety of technical needs including integration reviews, solutions consulting/best practices, and troubleshooting to help them optimize their use of Plaid
- Act as a technical expert on Plaid's products, ensuring customers receive clear and actionable guidance
This listing is sourced directly from Plaid's careers page and normalized into a canonical job model.