Technical Account Manager - Enterprise

Plaid•San Francisco, CA

About The Position

Plaid’s Technical Account Management team helps customers connect their technical goals and challenges with Plaid solutions. In this strategic, high-impact technical leadership role, you will own the long-term technical success of enterprise customers and help shape how their users experience financial connectivity. You will develop deep expertise in Plaid’s offerings, manage multiple customer relationships, and stay current on technology improvements and new products. You will represent customers internally and help inform product direction through real-world feedback. Working with Account Managers and cross-functional teams, you will lead the design and execution of technical strategies that support customer goals.

Requirements

  • 10+ years of experience in client-facing, technology-focused roles combining business expertise and technical acumen.
  • Ability to independently manage complex customer relationships and develop technical strategies that drive adoption, customer success, and measurable business outcomes.
  • Strong technical foundation across APIs, databases, system infrastructure, and architecture.
  • Excellent communication and project management skills, including the ability to explain complex technical concepts to technical and non-technical audiences and connect solutions to business objectives, KPIs, and revenue outcomes.
  • Ability to build trusted relationships with and influence technical decision-makers and stakeholders at all levels, including executives, while collaborating across cross-functional teams.
  • Proactive, customer-first problem-solving approach, with strong troubleshooting skills and the ability to navigate ambiguity, escalations, competing priorities, and unexpected roadblocks under pressure.

Nice To Haves

  • Enterprise customer experience is strongly preferred.
  • Experience with Postman, SQL, and monitoring/logging platforms is a plus.

Responsibilities

  • Serve as the technical expert for strategic enterprise customers, helping them use Plaid to meet business and technical goals.
  • Own post-sales technical strategy and alignment with customers, ensuring mutual roadmaps are understood and communicated.
  • Identify opportunities to optimize customer integrations and increase adoption of Plaid’s technical features, connecting improvements to measurable outcomes.
  • Build and maintain relationships with technical stakeholders at all levels, from engineers to CPOs and CTOs.
  • Translate customer feedback into product insights for internal teams and align customer business and product priorities with Plaid’s.
  • Serve as the escalation point for technical incidents or issues that arise beyond normal Plaid support channels.
  • Collaborate with Account Managers to define, track, and deliver quarterly technical account goals that grow product adoption and customer value.

Benefits

  • Comprehensive benefit plan, including medical, dental, and vision coverage, and 401(k).
  • Additional compensation in the form of equity and/or commission, depending on the position offered.
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