Jobs in United States

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 -72.3%

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, Washington D.C., London and Amsterdam. Making data-driven decisions is key to Plaid's culture. To support that, we need to scale our data systems while maintaining correct and complete data. We provide golden datasets and tooling to teams across engineering, product, and business and help them explore our data quickly and safely to get the data insights they need, which ultimately helps Plaid serve our customers more effectively. In addition, Plaid will not be successful if we can't move quickly. We build the data systems and tools that enable everyone at Plaid to be data-driven, making analytics easy, obvious, and proactive across the company. Data Engineers heavily leverage SQL and Python to build data workflows that integrate with our Golang applications. We use tools like DBT, Airflow, Redshift, Atlan, and Retool to orchestrate data pipelines and define workflows. We work with engineers, product managers, business intelligence, data analysts, and many other teams to build Plaid's data strategy and a data-first mindset. You will be in a high impact role that will directly enable business leaders to make faster and more informed business judgements based on the datasets you build. You will have the opportunity to carve out the ownershi

PythonSQLAWSRest
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📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. Plaid Support ensures our customers' applications can help their consumers live their best financial lives by ensuring our products continue to operate as expected. We investigate the root cause of integration issues, quantify their scope and impact, and when we can’t fix them ourselves, we work with our Growth and Engineering teams to reach a solution. As we continue to grow, we’re looking for Technical Support Engineers (TSEs) to join the team to help us balance the needs of customers, users and internal stakeholders, while navigating critical technical issues. In this role, you will manage issues from their first symptom to their eventual resolution, communicating with our customers and internal stakeholders throughout the process. People who succeed in this role tend to be empathetic, collaborative, technically minded, and most importantly - customer-centric. They have an interest in learning more about financial services, and are excited to help customers resolve complex issues. TSEs work closely with Plaid’s product and engineering teams, and we have a high technical bar to ensure that we all speak the same language. Our Support team sets aggressive goals to meet the standards our customers ex

JavaScriptPythonJavaSQL
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📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. The Marketing Operations (Ops) Team at Plaid builds the essential foundation that enables the Marketing function to operate efficiently, scale sustainably, and align with the company’s strategic goals. We focus on people, technology and process to drive operational excellence and optimize marketing performance. Our team is focused on creating and executing impactful marketing strategies that resonate with our target audiences, drive sustainable growth through high-quality pipeline generation, and enhance marketing efficiency. By integrating innovative technologies, we strive for seamless workflows and data-driven decision-making. We also continuously strengthen the foundation of a high-performing marketing organization, ensuring that processes and systems are in place to support long-term success. Responsibilities: Own the strategy and execution for integrating AI into marketing workflows, identifying high-impact opportunities to improve efficiency, scalability, and performance. Design, build, and deploy AI-powered agents and automations that support marketing workflows. Evaluate emerging AI tools and technologies, staying current on industry trends and translating new capabilities into practical ma

SQLAWSAIGo
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📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. Plaid’s Product team builds the network that powers open finance. We unlock financial freedom by enabling innovation, reliability, and customer success. Our PMs are curious, fast-moving, and customer-obsessed, making intuitive, reliable experiences that help people thrive financially. As a Product Manager at Plaid, you’ll define and drive products that help millions connect, move, and manage their money. You’ll partner with engineering, design, and go-to-market teams to translate customer needs into impactful, high-quality products. This role suits someone early in their PM career who loves to learn, collaborate, and build meaningful solutions that improve financial lives. Responsibilities Own a product area: define problems, write clear requirements, and drive execution with cross-functional teams. Shape the roadmap using data, feedback, and market signals. Collaborate with Engineering and Design to deliver intuitive, high-quality experiences. Use metrics and user insights to measure and improve outcomes. Communicate clearly, align stakeholders, and guide decisions. Act with a founder mindset–simplify, move fast, and embrace feedback. Learn continuously and help raise the bar for Plaid’s products a

P
📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. Responsibilities: Work directly with leaders across Plaid on the company's most important and least-defined problems, particularly those at the seams of multiple teams or functions Identify unowned, high-leverage opportunities across the business and driving them to clean outcomes Operate across a wide aperture (strategy, GTM, operations, product, etc.) without being boxed into a single lane Lead (directly or indirectly) high performing teams Use AI tools and agents as a default part of how you work — not as an experiment, but as a force multiplier Qualifications: 10+ years of total experience, with meaningful time in consulting as well as direct operating roles (BizOps, Strategy & Ops, Finance, Chief of Staff, etc. A track record of independently identifying problems and driving them to outcomes with limited top-down direction High agency, sense of ownership, and willingness to roll up your sleeves Ability to build relationships at all levels and drive cross-functional teams to action Strong analytical and structured-thinking skills; comfort translating ambiguity into frameworks, plans, and decisions Experience directly managing high-performing teams Familiarity with AI tools and agents to acce

P
📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and 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 11,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The BizOps team is focused on solving some of Plaid's most pressing business issues. We are a small team of high-impact, low-ego generalist problem solvers. This role partners directly with leaders across Product and GTM on a mix of strategic and operational work with a direct, quantifiable impact on our customers, partners, and P&L. You will work on problems that directly shape how Plaid operates across its largest revenue lines and most critical partnerships - owning analysis, operating cadences, and cross-functional pro

SQLAWSAIGo
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📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. Plaid’s Product team builds the network that powers open finance. We unlock financial freedom by enabling innovation, reliability, and customer success. Our PMs are curious, fast-moving, and customer-obsessed, making intuitive, reliable experiences that help people thrive financially. As a Product Manager at Plaid, you’ll define and drive products that help millions connect, move, and manage their money. You’ll partner with engineering, design, and go-to-market teams to translate customer needs into impactful, high-quality products. This role suits someone early in their PM career who loves to learn, collaborate, and build meaningful solutions that improve financial lives. Responsibilities Own a product area: define problems, write clear requirements, and drive execution with cross-functional teams. Shape the roadmap using data, feedback, and market signals. Collaborate with Engineering and Design to deliver intuitive, high-quality experiences. Use metrics and user insights to measure and improve outcomes. Communicate clearly, align stakeholders, and guide decisions. Act with a founder mindset–simplify, move fast, and embrace feedback. Learn continuously and help raise the bar for Plaid’s products a

P
📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. The mission of the Developer Relations team is to empower developers to easily use and understand Plaid’s products, delivering a supportive, industry-leading developer experience via scalable, broad-reaching methods. The scope of this role covers all of Plaid's commercially available, customer-facing products. We’re looking for an experienced Developer Relations Engineer to help the world’s fintech companies (and we believe every company is a fintech company, even if they don't know it yet) integrate with Plaid's APIs. In this role, you’ll create best-in-class developer experiences, cementing Plaid's reputation as the most trustworthy, developer-friendly financial services API. This is a highly technical, highly visible role with direct impact on Plaid’s product, brand, and developer experience. Responsibilities Create and evolve developer documentation for Plaid’s APIs – writing new content, and improving clarity, accuracy, and usability of existing content. Distill complex technical topics into approachable, accurate explanations for a broad developer audience. Design and build sample applications, demos, and tutorial videos that demonstrate the benefits of integrating with Plaid’s APIs and the be

P
📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. We are hiring for a leader for the newly forming Detection and Response team at Plaid. Our mission is to protect Plaid's financial infrastructure by detecting and responding to suspicious activity across the company. We are responsible for the entire lifecycle of detection and response, including detection infrastructure, AI triage and response, investigation tooling, Red Teaming, and Fraud Operations. Security is foundational to the trust thousands of businesses and millions of consumers place in Plaid, and we work directly to reduce risks and enable our business to move faster and safer. As the Head of Detection and Response, you will be the founding leader responsible for standing up and evaluating Plaid's detection and response team. You will lead a specialized technical team of analysts and engineers, gain deep experience partnering with the CISO and cross-functional engineering leaders, and build critical security infrastructure at scale. This is a unique leadership opportunity to manage a team that encompasses traditional security operations alongside Red Teaming and Fraud Operations, directly impacting Plaid's security posture and long-term stability. Responsibilities: Form and set up Plaid’

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📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., 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 working on some exciting, 0-1 consumer initiatives. Both areas are top business priorities. As part of Plaid’s first Consumer team, you will lead product development and execution within a startup-like environment at Plaid. Responsibilities Define an ambitious vision / roadmap, sign up for quarterly / half year goals, and partner with the 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, legal, and compliance) to do all of the above Qualifications You have successfully launched large consumer facing features driving meaningful outcomes at B2C companies You start with the consumer problem and have held a high bar for consumer experience You naturally gravitate towards using data to make strategic decisio

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📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. Senior Data Scientist - Network Value (Plaid App) The Network Value Data Science team is helping Plaid build an industry-leading fintech consumer network with best-in-class products and user experiences. We are a product analytics team embedded in key product areas across Plaid. We support some of Plaid’s most important OKRs and help execute on product roadmaps. We translate ambiguous product questions into tractable analysis, serve as analytical thought partners throughout the org, identify opportunities to build better products, and champion a data-first decision-making approach everywhere we go. You’ll be a Senior Data Scientist supporting Plaid App, a critical user-facing product within Plaid’s Network Value portfolio. In this role, you’ll become a data and analytical thought partner to product managers and engineers, helping drive data-informed product development as the team launches and scales the product from 0 to 1. You’ll translate business questions into analytics projects, perform ad-hoc and strategic analysis, improve visibility into core systems through data modeling and dashboarding, create OKRs and metrics tied to business goals, and support feature ship decisions through experimenta

PythonSQLAWSMachine Learning
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📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. We are the Data Foundation & AI team within Plaid’s Data organization. Our mission is to build the shared ML and AI infrastructure that powers intelligent capabilities across Plaid’s product suite. We develop the foundational systems, models, and data assets that transform Plaid’s unique financial network data into scalable, general-purpose representations that teams across the company can leverage. Our work spans the full ML lifecycle — from large-scale data curation and model pretraining to production serving, evaluation, and monitoring. As part of the team, you’ll work at the intersection of machine learning infrastructure, applied AI, and distributed systems, helping establish the core AI platform that enables innovation across Plaid. As a Staff Machine Learning Engineer, you will lead the technical strategy and development of Plaid’s foundation models, driving key decisions across pretraining objectives, model architecture, and fine-tuning approaches that power a wide range of downstream product applications. You will serve as the technical lead for the full machine learning lifecycle, overseeing everything from data curation and experimentation to production deployment, feature management,

PythonAWSMachine LearningAI
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📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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, Washington D.C., London and Amsterdam. Security Engineering is the engineering function inside the Plaid security org that focuses on developing the industry-leading security systems and infrastructure. Security Engineering owns most of Plaid’s security-related infrastructure: secure data storage, key management systems, internal identity platform, internal authentication systems, internal permission management, and internal authorization service. We develop solutions across data encryption, key management, access control, and data loss prevention to protect sensitive consumer data. We believe in the Zero Trust security model and are always looking for ways to improve our authentication and access control platforms. About the role You will develop security capabilities to secure Plaid infrastructure and to secure sensitive data access. You will own, maintain, and build Plaid’s security infrastructure and services like Key Management System and Secure Token Service. You will consult with product engineers to ensure Plaid services meet security standards. You will help educate and support other engineering teams to improve security in their own products and services. You will assist with Plaid’s incident response and security awareness pro

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📍 San Francisco, California, United States· Full-time
✓ High-confidence listingCompany trend -84.7%

From $50K/yr

Quick readStrong listing-quality and freshness signals

Our SLED sales team works with a best-of-breed product that solves real problems for our customers. Sellers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. Whether you're looking to learn from the best or be the best, the Datadog sales team is dedicated to furthering personal development and team success. We are searching for an experienced SLED Sales Executive that has a real passion for technology and can deliver on bold revenue targets. As we continue to enter into bigger markets, and formalize our support for the Public Sector enterprise segment, this division within Datadog will blaze the path for organizational growth. This is a lucrative opportunity to break into new State, Local, and Education accounts within a rich territory, as well work with accounts who are in a hybrid state and transitioning to the cloud. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Prospect into State, Local, and Education organizations while running an efficient sales process Maintain, build and own specific relationship maps for your territory including existing relationships and aspirational contacts Develop a deep comprehension of customer's business Negotiate favorable pricing and business terms with SLED enterprises by selling value and ROI Handle existing customer expectations while expanding reach and depth into assigned territory Demonstrate resourcefulness when faced with challenges that defy easy solution Have intuitive sense of necessary steps to close business and gain customer validation Identify robust set of value drivers behind all opportunities Ensure high forecasting accuracy and consistency Who You Are: Someone with 3+ years closing experience (mix

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

About the Team API Enterprise Controls is part of the API Infrastructure organization and owns the platform capabilities that help developers, startups, and enterprises adopt the OpenAI API securely and confidently. We build the systems underneath our APIs and developer platform across authentication and identity, service accounts and key management, secure networking, compliance, auditability, observability, and operational controls. Our users are developers and teams running critical applications on OpenAI, and we partner closely with Product, go-to-market, security, and infrastructure teams to turn their most important needs into reliable, intuitive platform capabilities. About the Role We are looking for an exceptional backend software engineer to help define and ship the enterprise capabilities our API Platform needs to scale.; this is a product-engineering role grounded in deep backend systems. You will work across databases, streaming systems, request routing, authentication, and developer-facing APIs while bringing strong product judgment, developer empathy, and attention to the small details that make a platform easier to understand, trust, and operate. You will lead large cross-functional initiatives, work closely with Product and go-to-market teams, engage directly with sophisticated users, and carry ambiguous needs from discovery through design, launch, and iteration. In this role, you will: Own backend product capabilities end to end across authentication and identity, service accounts and key controls, secure networking, compliance, observability, and operational workflows. Partner with Product, go-to-market, security, infrastructure teams, and sophisticated customers to identify needs, shape the roadmap, and lead large cross-functional projects from design through launch. Design developer-facing APIs, system behavior, configuration, error handling, safe defaults, auditing, and notifications with exceptional care for the details that define a great dev

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