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Account Planning And Success Manager in San Francisco

253 active opportunities · Updated October 2026

Explore current account planning and success manager jobs in San Francisco. Filter by work mode, employment type, experience, department, date posted and distance.

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📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -80.2%

About the Team OpenAI Finance ensures the organization is positioned for long-term success as we pursue our mission. The Order to Cash (OTC) team oversees the end-to-end flow of commercial transactions from order intake and provisioning through billing, collections, credit risk, accounts receivable operations, and cash application. The team focuses on accuracy, compliance, operational discipline, and a high-quality customer experience. About the Role We are hiring for the Senior Credit & Collections role to support OpenAI's global receivables operations, with a focus on white-glove support for premier and strategic accounts across the U.S. and key regional areas of AR work, including standard operating procedures, payment methods, customer portals, disputes, cash application handoffs, escalations, and emerging go-to-market channels. In this role, you will manage complex customer accounts, guide priority AR workstreams, support credit reviews, and partner cross-functionally with Sales, Customer Success, Billing Operations, Deal Desk, Legal, Accounting, Cash Application, Finance Systems, and external partners. You will help improve cash collections, reduce aging, support responsible credit decisions, and maintain a strong customer experience across sensitive, high-value, and operationally complex relationships. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In This Role, You Will Manage a portfolio of premier, strategic, and high-touch customer accounts across the U.S. and key regional AR work areas, ensuring timely collections, clear communication, and a white-glove customer experience. Support collections coverage across key regional areas of AR work, including payment follow-up, documentation requirements, portal submission workflows, tax or invoicing considerations, dispute coordination, and escalation management. Support new channel success, including marke

AWSRestAIGo
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📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Customer Growth & Experience (CGX) team owns the full customer lifecycle — from the moment a customer lands on plaid.com to their journey across onboarding, activation, adoption, and long-term success. Within CGX, this role sits at the intersection of Growth and GTM. We own the product experience for sales-worked customers across every segment — onboarding, premium features, upsell and cross-sell, and offboarding — and the internal tooling that makes Plaid's own sales organization faster and more effective at every stage of a deal. We're focused on growing and retaining the accounts sales brings in, and on using AI to meaningfully change how sellers and their accounts get served, not just to speed up existing steps. As a Product Manager on Sales-Assisted Growth, you'll own the experience for customers who come to Plaid through our sales team — SDRs, AEs, AMs from onboarding through expansion and offboarding: how they get set up, which premium features they unlock, how they discover and adopt new products, and how they're communicated with along the way. You'll also own the internal tooling that removes manual work for sellers and gives them the right view of their accounts

AISalesforce
O
📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -80.2%
Quick readStrong listing-quality and freshness signals

About the Team OpenAI’s User Operations team shepherds our customer’s adoption of AI and ensures that our customers' product experience is nothing short of exceptional. We are building the very first post-AGI support team. We resolve complex issues, provide technical guidance, and support customers in maximizing value and adoption from deploying our products. We work closely with Sales, Technical Success, Product, Engineering and others to deliver the best possible experience to our customers at scale. OpenAI's customers represent a range of diverse backgrounds and maturity, from early-stage startups to established global enterprises. About the Role We are looking for a leader to build and scale our Support Engineering team, which will collaborate directly with our strategic enterprise accounts, our product and engineering teams, as well as our field teams to solve some of the most difficult technical problems faced by our customers. You will lead one of the best technical troubleshooting teams at OpenAI, and our customers and Engineering teams will look to you for technical guidance in addressing the most technically difficult issues in our environment. You will play an integral role in building knowledge within the team and be part of strategic initiatives for organizational and process improvements. Working directly with our most strategic customers - You will be crucial to the success of the most innovative, disruptive, and high-scale AI solutions being built with the OpenAI platform. This team will handle high difficulty situations and issues. The team will be global, providing 24x7 technical coverage for our customers. This will be an opportunity to build this new team from first principles - your leadership will determine the future of this organization. The ideal candidate will have a combination of technical capabilities mixed with strong leadership and systems building strength. This role is based in San Francisco, CA. We use a hybrid work model of 3 days

Artificial IntelligenceAIExcel
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📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. About the Team Our Network Enablement and Access team works to unlock the potential of Plaid's network by broadening and deepening our connections with data partners. We build the capabilities that help data providers participate in the network, strengthen the quality and reliability of those connections, and enable great products and experiences for Plaid's customers. Within Network Enablement and Access, the Data Supply Traffic and Health team owns how Plaid's requests flow to the data providers we depend on. We manage the load placed on each provider, the constraints that shape our access, and the fair allocation of capacity across Plaid's products and new initiatives. As paid access expands across the network, we also work to keep that traffic reliable, efficient, and cost-effective. As the Product Manager for Data Supply Health and Traffic, you will establish and lead a new product area at the foundation of every Plaid product. You will define how Plaid allocates constrained provider capacity, scales traffic across products, and manages the economics of paid data access. You will also optimize for data freshness, balancing timeliness with provider capacity and cost so Plaid's

S
📍 San Francisco, California, United States
✓ High-confidence listingCompany trend +364.7%
Quick readStrong listing-quality and freshness signals

Work Flexibility: Field-based Stryker Position Title: Foot & Ankle Sales Associate What you will do The Foot & Ankle Sales Associate will partner closely with Sales Representative(s) in the area to quickly learn the medical device industry and Foot & Ankle business, and then contribute to the growth of that business in the assigned territory. He/she will partner with the Sales Rep(s) in all aspects of the sales call pattern, including but not limited to, covering cases in the assigned territory, marketing and promotion of the products in the assigned accounts, building of sets, managing inventory, and, as they learn and grow, beginning to convert customers to Stryker. Attend surgeries in which Stryker Foot & Ankle products are used, to ensure all products are available for surgeon use in each case and to instruct surgeons regarding product use and functionality. Educate and inform doctors, nurses, and appropriate staff personnel as to the proper use and maintenance of Stryker products, product functionality and updates, changes to product portfolio, and educational programs. Work with sales teams to contact customers in order to identify sales opportunities, deliver excellent customer service, and further develop the customer relationship. Identify the needs of new prospects, in conjunction with the assigned Sales Representative, and develop appropr

Customer Service
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📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. We're looking for a Creative Producer to manage the end-to-end production of creative work across Plaid's marketing and brand campaigns, from paid ad content and growth marketing assets, to event activations, to partner and customer marketing deliverables. This role partners closely with marketing, brand, and design to keep creative work moving: intake is clear, timelines are realistic, quality bars are met, and nothing falls through the cracks between "we need this" and "it's shipped." You thrive on variety. One week you might be managing production for a paid digital campaign, the next coordinating creative for an on-site event activation. This is an execution-focused role: you take defined project plans and briefs and run them with rigor, using sound judgment on day-to-day production decisions while partnering with your manager/stakeholders on more ambiguous or higher-stakes calls. Responsibilities Manage production for paid marketing campaigns, coordinating asset creation, timelines, and approvals across creative and marketing stakeholders Support partner and customer marketing projects, producing creative deliverables that meet both brand standards and partner/customer requir

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📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Plaid’s Partnerships team develops strategic relationships with technology platforms and other ecosystem partners that expand the reach and impact of Plaid’s products. This role will focus on data and product partnerships that power Plaid’s Credit products and insights. Plaid’s Credit team is building the future of lending by making cash flow data as widely used and trusted as traditional credit data. Our mission is to expand access to more affordable credit by giving lenders real-time financial insights that improve risk assessment and decision-making at scale. In this role, you will build and manage the external data partnerships that power Plaid’s Credit products. The partner ecosystem is broad and includes traditional credit data providers, alternative data providers, financial infrastructure companies, and other sources of differentiated data and insights. You will work closely with Product and Engineering to understand where new data can improve existing products or unlock entirely new capabilities. You will identify and prioritize partners, develop creative commercial structures, and negotiate complex agreements that balance product, economic, and strategic considerations.

P
📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Plaid’s Consumer team owns all of Plaid’s consumer facing surfaces. This includes Link, Plaid’s flagship product, which has been used by over half of all US adults to share their information safely and securely with financial applications. Link drives the vast majority of Plaid’s revenue. We’re also building out Plaid’s first B2C product, which is an exciting, 0-1 space for us. Both areas are top business priorities. As the Link Growth PM, you will own conversion at Plaid and evolve it for a growingly agentic world. Link is the front door to Plaid’s products, so this is a meaningfully large responsibility: (1) Any improvement in Link conversion has direct revenue impact, and (2) We’re seeing a massive uptick in AI-companies launching fintech products, so making Link compatible for their use cases is one of our highest priorities. Responsibilities Define the roadmap for sign up for quarterly / half year goals and partner with cross-functional team to hit them Drive prioritization and execution (build, measure, iterate) Identify opportunities through consumer feedback and staying close to our data / dashboards Partner with cross-functional team (design, research, data science, ML, l

P
📍 San Francisco, California, United States· Full-time
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Plaid's Recruiting Operations team exists to build and sustain the infrastructure, programs, and data that enable our recruiting organization to hire effectively, efficiently, and equitably. We drive operational strategy, systems implementation, data integrity, and process consistency across the full hiring lifecycle. In 2026, we are focused on scaling our coordination function, fully operationalizing Ashby as our ATS, and launching programs that raise the bar for recruiting effectiveness across Plaid. We are a lean, high-impact team, and we are growing. As the Recruiting Operations Coordinator at Plaid, you will sit at the intersection of recruiting coordination and operational program support. You will own white-glove scheduling for high-touch hiring pipelines, serve as the on-site RC presence in our San Francisco office, and act as a core member of the Recruiting Operations team -- contributing to the systems, tools, and processes that keep the function running. This is an entry-level program management role that flexes between recruiting coordination and operational program support -- the balance will shift based on hiring volume and team needs. You will be one of the first pe

AWSAIGoProject Management
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📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Our Payments Risk team builds and operates decisioning capabilities across Signal and Guarantee. We help customers tune thresholds and rules so they can approve more good transactions while reducing returns. For Guarantee, this work also protects the economics of the risk Plaid underwrites. You will be the technical, customer-facing Payment Risk Consulting Lead for Signal and Guarantee. You will interpret model outputs, diagnose customer performance, and turn that analysis into concrete threshold and rules recommendations. You will own proofs of concept and retros, improve existing integrations, and help the team identify patterns that can be scaled through better processes and product capabilities. Responsibilities Own customer proofs of concept and retros from analysis through recommendations and follow-through. Proactively optimize Signal customers, prioritizing accounts with high return rates. Read model outputs and diagnose the drivers of authorization and return-rate performance. Recommend threshold and rules changes that align with each customer's risk and authorization goals. Help Guarantee customers tune thresholds to achieve target authorization rates while protecting lo

SQLAWSAIGo
P
📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. About the team The Privacy & Regulatory Counsel will join Plaid’s Privacy & Regulatory Legal team, which supports Plaid in building infrastructure and products responsibly by translating complex regulatory expectations into concrete guidance. We are a lean, highly collaborative team that includes Privacy and Regulatory counseling. Role Description As Privacy & Regulatory Counsel at Plaid, you will partner with cross-functional teams to analyze complex legal and regulatory issues, provide practical guidance, and support business initiatives in compliance with applicable laws and regulations. This role is ideal for an ambitious attorney who exhibits a growth mindset and eagerness to learn. We value strong communicators who can empathize with business partners, deliver solutions-oriented advice, and foster trust with colleagues at all levels. Responsibilities Monitor and analyze new or changing laws, regulations, supervisory guidance, enforcement activity, and industry developments - and translate them into concise and practical guidance. Answer questions about regulatory compliance for Product, Governance, People, and other cross functional teams. Maintain Plaid’s regula

AWSAIGoRust
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📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. At Plaid, Product Marketing plays a pivotal role across the entire product lifecycle—from shaping product strategies and defining target audiences, to ensuring successful product launches and market adoption. We collaborate closely with Product, Sales, and Marketing teams, creating compelling narratives, influencing product direction based on customer feedback, and driving go-to-market strategies that align with our business goals and customer needs. As a Product Marketing Manager for Payments, you’ll help bring Plaid’s vision for bank payments to life: making us the method of choice for Billers, Fintechs, and Financial Institutions. Our mission is to harness Plaid’s network—spanning coverage, intelligence, and conversion—to deliver seamless, secure, and intelligent payment experiences. This role is central to accelerating adoption, scaling product impact, and redefining how money moves across the financial ecosystem. Responsibilities: Craft clear, compelling positioning and messaging highlighting the unique value of Plaid’s solutions Conduct ongoing competitive analysis and research to inform product positioning, identify new opportunities, and ensure Plaid maintains a clear comp

AWSAIGoMarketing
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📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Fraud Data team at Plaid builds the machine learning systems that power Plaid’s fraud detection products, leveraging insights from across Plaid’s network to help identify and stop fraud before it happens. Our team works across the full data science and machine learning lifecycle—from discovering new signals and experimenting with models to deploying and optimizing them in production. We continuously learn from real-world model performance and customer feedback to improve our systems and develop new ways to protect customers and consumers from evolving fraud threats. As a Senior Machine Learning Engineer on Plaid's Fraud Data team, you will develop models that improve fraud detection for our customers. You will identify predictive patterns in Plaid's network data and lead projects from initial experiments through model deployment and ongoing improvement. Investigate fraud patterns and model errors to identify new signals, improve detection, and expand coverage across customers and use cases. Develop training datasets and predictive features, addressing challenges such as incomplete labels, class imbalance, data leakage, and changing fraud behavior. Design, train, and tune model

PythonSQLAWSGit
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📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. About the Team The Fraud Partnerships Pod is responsible for overseeing all traditional business development and partnerships for the Anti-Fraud Product Area (PA) at Plaid, focusing primarily on our product partnerships and data acquisition (supply side) efforts. The team supports all products under the Fraud Product Area's purview: IDV, Monitor, Layer, and Protect. About the Role You will have an opportunity to lead the strategy and execution of our supply side and "data in" efforts for our Fraud product area across four products (Plaid IDV, Monitor, Layer, and Protect). You will own all critical data partner relationship management with key stakeholders and be expected to grow them over time. You will be the internal quarterback driving alignment with key major internal stakeholders at Plaid, including Finance, BizOps, Commercial, Legal, and Risk. What You'll Do Spend the majority of your time working hand in hand with product leadership as well as other cross-functional leaders to operationalize our data partners for all fraud products at Plaid. Help our data science and research teams define the source data ecosystem for IDV and Protect according to our 3-year strategy. Help e

AWSAIExcelFinance
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📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. About the Team At Embedded Insights, we find the best machine learning opportunities for external products and internal systems, and collaborate with cross-functional partners to bring them to life. We are a central team of Machine Learning Engineers and Data Scientists. We embed with partner teams to build and apply machine learning models that improve internal decision-making and power the Plaid product suite. About the Role You will be the first Data Scientist on the Embedded Insights team, part of Plaid’s Data organization. You will establish the analytics and metrics backbone for a team supporting a diverse set of internal and external products. You will help drive better decision-making, support machine learning model development, and contribute directly to the health of the Plaid network and the quality of Plaid’s products. Your day-to-day work will include: Analyzing entities across the Plaid network to understand behavior and identify opportunities, anomalies, and risks. Creating foundational metrics, dashboards, and monitoring systems that provide a clear view of network health and machine learning model performance. Evaluating the value and performance of machine learni

PythonSQLAWSMachine Learning
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