Scaled Account Manager
Listed on 2026-07-05
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Sales
Account Manager, Client Relationship Manager, Business Development, Customer Success Mgr./ CSM
Role Overview
Plaid is looking for an analytically minded, process-oriented Account Manager to support our European SMB book. The right candidate can manage volume through structure, diagnose activation blockers independently, and develop the repeatable workflows that let the team scale.
Responsibilities- Own 150+ European SMB accounts, serving as the primary contact.
- Drive activation for signed-not-live accounts.
- Run business reviews and health check-ins for tier one customers. Monitor usage data via Databricks to flag churn risk and accounts below minimums.
- Identify upsell opportunities from the data and customer engagements.
- Manage renewals end to end: pricing, contract adjustments, billing coordination via Tesorio.
- Develop repeatable processes (onboarding cadences, activation playbooks, escalation workflows) that scale with the growing book. Triage technical escalations with Support & Customer Engineering.
- 3-5 years of client-facing experience (account management, customer success, consulting, or operations).
- Customer empathy and genuine desire to see customers succeed.
- Comfort with ambiguity and building process from scratch.
- Interest in financial services and technical products; a high degree of intellectual curiosity.
- Excitement to work in a high-growth environment and build processes and tools as needed.
- Ability to work with all types of people and build productive working relationships.
- Analytical mindset: comfortable with data, reporting, and structured prioritisation.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k).
Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Equal Opportunity EmploymentPlaid 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
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