Jobs in United States

Account Planning And Success Manager in United States

1,129 active opportunities · Updated October 2026

Explore current account planning and success manager jobs across United States. Filter by work mode, employment type, experience, department, date posted and distance.

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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 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 mak

AWSAIGoFinance
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📍 Seattle, Washington, 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 mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Software Engineer, you will design and build the systems that power how millions of people connect to their finances. You will work across the stack, from reliable backend services and APIs to intuitive applications that bring those systems to life. You will collaborate with engineers, product managers, and designers to ship products that make financial services more accessible and transparent. At Plaid, engineers take ownership early, grow quickly, and see their work reach millions of users. Responsibilities: System Design & Development: Build and maintain scalable, reliable backend or fullstack systems and APIs that power Plaid’s products. Collaboration: Work closely with product managers, designers, and other engineers to define and deliver features that solve real customer problems. Code Quality: Write clean, efficient, and well-tested code. Participate in reviews to maintain high engineering standards. Testing & Debugging: Build automated tests, monitor system performance, and troubleshoot issues in production environments. Continuo

AWSAILeanFinance
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. Team Description We're Plaid's Revenue Accounting team, and we own the order-to-cash process that ensures every Plaid customer is billed accurately and that revenue and accounts receivable are reflected correctly across our financial systems. We work at the intersection of commercial deal execution, billing, accounting, and financial reporting. We partner closely with Commercial, RevOps, Legal, Billing Engineering, Business Technology, Strategic Finance, and the broader Accounting org to turn customer agreements into accurate, scalable billing. It's no small feat at Plaid's scale and deal complexity. Our mission is to protect revenue integrity, build customer trust, and build the systems, processes, and controls that let Plaid scale toward its next stage as a company. Role Summary You'll own the operating layer of Plaid's order-to-cash process, turning signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records. You'll review order forms and commercial terms and translate them into billing, run monthly invoice cycles, process billing adjustments and credit memos, reconcile activity across systems like NetSuite and Salesforce, r

AWSAIRustSalesforce
O
📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -82%
Quick readStrong listing-quality and freshness signals

About the Team OpenAI's Industrial Compute organization is building and scaling the infrastructure required to support frontier AI. The Infrastructure Strategic Sourcing team connects technical and project requirements to supplier readiness, contracting, purchasing, equipment delivery, and portfolio-level risk visibility across owner-furnished contractor-installed equipment (OFCI), data center networking, rack systems and integration, fiber, cabling, optical interconnects, and related infrastructure. The team partners across Pre-Construction, Design, Construction, Electrical and Mechanical Engineering, Network Engineering, Hardware and Rack Delivery, Strategic Sourcing, Procurement, Legal, Finance, Accounts Payable, Logistics, and external suppliers. We build the operating mechanisms that keep sourcing decisions, purchase execution, long-lead equipment, network and fiber dependencies, rack readiness, and delivery commitments aligned to infrastructure schedules. About the Role We are seeking an Infrastructure Sourcing Operations Lead to own procurement operations across pre-construction, design, construction, and sourcing through purchase order issuance, while maintaining visibility through invoice resolution, production, logistics, delivery, installation, and readiness. The portfolio includes electrical and mechanical OFCI, networking equipment, rack systems and integration, fiber, cabling, optical interconnects, and other infrastructure required to bring capacity online. In this role, you will set priorities, make or escalate decisions that affect cost, supplier relationships, contractual position, and delivery schedules, and define the standards used by execution support for queue management, documentation, tracker maintenance, and recurring reporting. Success requires sound commercial and program judgment, operational rigor, systems thinking, and the ability to turn incomplete information across vendors, tools, and project teams into clear decisions, accountable

AWSRestAIGo
P
📍 Seattle, Washington, 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 mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Fullstack Software Engineer, you will design and build the systems and experiences that power how millions of people connect to their finances. You will work across the stack, building scalable backend services and APIs while also crafting intuitive, high-quality frontend experiences that bring those systems to life. This role is ideal for engineers who enjoy switching between backend problem-solving and frontend user experience work, and who are excited to grow their impact across both. You will collaborate closely with product managers, designers, and other engineers to ship products that are reliable, secure, and delightful to use. At Plaid, engineers take ownership early, contribute to architectural decisions, and see their work reach millions of users. Responsibilities: Design & Development: Design, develop and maintain both frontend and backend components Majority Backend Focus (60-70%): Develop APIs and services, focusing on scalability, security and performance. Frontend Focus (30-40%): Build delightful experiences using modern JavaS

JavaScriptPythonJavaNode.js
P
📍 Seattle, Washington, 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 mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Fullstack Software Engineer, you will design and build the systems and experiences that power how millions of people connect to their finances. You will work across the stack, building scalable backend services and APIs while also crafting intuitive, high-quality frontend experiences that bring those systems to life. This role is ideal for engineers who enjoy switching between backend problem-solving and frontend user experience work, and who are excited to grow their impact across both. You will collaborate closely with product managers, designers, and other engineers to ship products that are reliable, secure, and delightful to use. At Plaid, engineers take ownership early, contribute to architectural decisions, and see their work reach millions of users. Responsibilities: Build across the stack. Design, develop, and maintain scalable backend services and APIs, as well as intuitive, high-quality frontend applications that bring those systems to life. Collaborate cross-functionally. Partner closely with product managers and designers to define

JavaScriptJavaSQLMySQL
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. The Integrations Operations Engineering (IOE) team strengthens Plaid's network with financial institutions by directly resolving integration issues to increase the reliability and quality of data, and by building new integrations to grow our financial network. We sit at the nexus of engineering, a deep understanding of Plaid's products and customers, and direct financial-institution relationships: we write and ship the code that keeps connectivity healthy, we use data to focus on the issues with the greatest customer impact, and we work directly with data partners (the financial institutions and platforms themselves) to resolve the problems that can't be fixed from our side alone. The team plays a mission-critical role in ensuring industry-leading connectivity so our customers can meet ever-expanding financial-services use cases and reach as many users as possible. What You'll Do Investigate and resolve the highest-impact integration issues by writing maintainable, tested code and deploying it to production, then monitor for regression or degradation after your changes ship. Prioritize by customer impact. The team runs a business-value-based prioritization model that automatically

TypeScriptNode.jsSQLAWS
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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. Senior Data Scientist - Network Value (Credit) 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 Data Scientist supporting Credit, a critical product area within Plaid’s Network Value portfolio. You’ll become a data and analytical thought partner to product managers, engineers, and cross-functional stakeholders, helping shape Credit product strategy, improve product performance and user experience, and grow Plaid’s consumer network. 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 KPIs tied to business goals and user experiences, a

PythonSQLAWSMachine Learning
C
📍 United States· Full-time· Remote
✓ High-confidence listingCompany trend -100%

From $194K/yr

Quick readStrong listing-quality and freshness signals

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . Coinbase has built the world's leading compliant cryptocurrency platform serving over 73 million accounts in more than 100 countries. With multiple successful products, and our vocal advocacy for blockchain technology, we have played a major part in mainstream awareness and adoption of cryptocurrency. We are proud to offer an entire suite of products that are helping build the crypto economy and increase economic freedom around the world. There are a few things we look for across all hires we make at Coinbase, regardless of role or team. First, we look for signals that a candidate will thrive in a culture like ours, where we default to trust, embrace feedback, disrupt ourselves, and expect sustained high performance because we play as a championship team. Second, we expect all employees to commit to our mission-focused approach to our work. Finally, we seek people with the desire and capacity to build and share expertise in the frontier technologies of crypto and blockchain, in whatever way is most relevant to their role. JOB DUTIES Scale and grow the HR Engineering team by hiring, onboarding and training new analysts and engineers to support Workday and HR functional area Provide functional & technical leadership and mentoring to team members Supervise the day-to-day activities of our Workday instance Design user-friendly processes, guidelines, and documentation

AWSAgileAIGo
C
📍 Dallas, United States
✓ Quality checkedCompany trend +340.2%

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. We are seeking candidates with experience in Supplemental Health/Voluntary product sales, specifically: Critical Illness, Accident Plan, Hospital Indemnity. **Looking for qualified candidates in Texas for this opportunity** Develops and implements sales strategies to sell Supplemental Health products and services to new large group accounts and public entity customers in an assigned geography. Performs business development activities in pursuit of new growth channels and identifies potential new clients in a specified territory or geographic area. High influence on driving new business revenues through the sale of new customers or new products to existing customers. **In addition to a competitive base salary, this role is eligible for Sales Incentive Compensation** Fundamental Components: Develops new business opportunities and cultivates strong, productive, and influential relationships to generate new sales including large accounts and prospects. Implements strategies necessary to attain sales objectives in assigned geog

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📍 New York, New York, United States· Full-time· Remote
✓ 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. At Supplier Products, we focus on building trusted, transparent experiences for financial institutions operating in Plaid’s ecosystem. Responsibilities: You will lead a team of 6 engineers, ranging from mid-level to Staff, developing them through clear goal setting, coaching, and feedback. You’ll define and drive the long-term strategy for this focus area, in close partnership with technical and product leaders across Plaid. You’ll collaborate with cross-functional partners to identify high-leverage opportunities, shape the roadmap, and dive deep into technical design and execution details to ensure consistent delivery of high-impact business outcomes. You’ll uphold a high bar for technical quality and delivery velocity, leading by example. Qualifications: 8+ years of industry experience, that includes time as a Staff-level engineer before transitioning into management. 1+ years of engineering management experience Deep experience designing scalable, reliable architectures that support real-world products at scale. Track record of building and growing high performing engineering teams (either as an engineer or a manager). Our mission

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📍 New York, New York, 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 believe Plaid has the power to be the next-gen Credit Bureau - supporting large scale adoption of cash flow into the credit underwriting process. The Credit Decisioning platform team is responsible for building best-in-class cashflow based insights products that enable lenders to make more holistic lending decisions and empower broader access to Credit products for prospective borrowers. We own the systems and tooling that form the platform to build and serve these insights at huge scale, partnering with our Data partners to release new products yearly. You will be defining the future architecture of Credit insights products and executing against an ambitious product roadmap. You will partner with our Product, Data Science, and Machine Learning team to iterate on and productionize new insights that enable our customers to make more holistic lending decisions. Responsibilities: Leading technical architecture and execution across credit insights products: everything from data fetching and online feature serving for API requests, to offline production pipelines and tooling for model training. Scaling and evolving the architecture through an expected ~100x increase in load from deterministic factors

AWSMachine LearningAI
C
📍 United States· Full-time
✓ Quality checkedCompany trend -100%

We’re hiring a Sr. Customer Success Manager to turn new deployments into measurable outcomes for engineering teams using Coder. You guide customers from onboarding through renewal, clearing blockers, and aligning our platform to their goals. You lead rollouts, monitor health and usage, and keep stakeholders informed. You partner with Sales on expansions and renewals, and with Support and Product on issues and feedback. What you’ll do here Own onboarding and rollout plans for new customers; coordinate with Sales for a smooth, successful implementation of Coder’s platform Remove barriers to adoption so customers achieve their desired outcomes expediently Engage with customers to understand goals, challenges, and use cases, and provide tailored guidance and recommendations Identify expansion opportunities within existing accounts, and partner with Sales on upsell and cross‑sell motions Oversee renewals and forecasting, ensuring timely, successful commitments Serve as the primary point of contact for inquiries, issues, and escalations, and collaborate with Coder teams to resolve Monitor and report on customer health and usage Develop deep expertise in Coder’s products to provide global customer coverage What we’re looking for 3+ years in software/SaaS sales and/or customer success, with enterprise experience preferred Working knowledge of cloud infrastructure, DevOps, developer tools, coding agents, platform engineering, CI/CD, and the SDLC Hands-on experience with Salesforce and other industry-standard CS platforms History of building strong relationships across executive, business, and technical stakeholders Consistent internal advocacy for customers and the ability to provide actionable feedback for Product and cross‑functional teams Habit of staying current on industry trends, CS best practices, and the competitive landscape Startup experience High EQ with strong verbal communication and technical writing skills Self‑motivated with a creative and analytical approach

AWSCI/CDAIGo
N
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -40%

About Us Small businesses are the backbone of the US economy, comprising almost half of the GDP and the private workforce. Yet, big banks don’t provide the access, assistance and modern tools that owners need to successfully grow their business. We started Novo to challenge the status quo—we’re on a mission to increase the GDP of the modern entrepreneur by creating the go-to banking platform for small businesses (SMBs). Novo is flipping the script of the banking world, and we’re excited to lead the small business banking revolution. At Novo, we’re here to help entrepreneurs, freelancers, startups and SMBs achieve their financial goals by empowering them with an operating system that makes business banking as easy as iOS. We developed modern bank accounts and tools to help to save time and increase cash flow. Our unique product integrations enable easy access to tracking payments, transferring money internationally, managing business transactions and more. We’ve made a big impact in a short amount of time, helping thousands of organizations access powerfully simple business banking. Why Novo? • Novo is a rapidly growing series B fintech startup with a mission-driven team that’s passionate about helping every small business in America • Positive, inclusive, supportive culture cheering you on your journey • We work with very new technologies and architecture patterns • Offices in NYC and India Role Summary The Senior Manager, Customer Support & Success is the strategic owner of Novo's most critical 1:1 customer touchpoints - from complex escalations and collections recovery to a proactive customer success motion you’ll get to build from scratch. This is a player-coach role: you will lead a small, high-performing team while staying close to the work yourself. You will operate with significant autonomy, bring consistency and customer obsession, and shape what this function looks like two to three years from now. About the Role Escalations & Collections — Raise th

ReactAIGoRust
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📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -40%

About Novo Small businesses are the backbone of the US economy, comprising almost half of the GDP and the private workforce. Yet, big banks don’t provide the access, assistance and modern tools that owners need to successfully grow their business. We started Novo to challenge the status quo—we’re on a mission to increase the GDP of the modern entrepreneur by creating the go-to banking platform for small businesses (SMBs). Novo is flipping the script of the banking world, and we’re excited to lead the small business banking revolution. At Novo, we’re here to help entrepreneurs, freelancers, startups and SMBs achieve their financial goals by empowering them with an operating system that makes business banking as easy as iOS. We developed modern bank accounts and tools to help to save time and increase cash flow. Our unique product integrations enable easy access to tracking payments, transferring money internationally, managing business transactions and more. We’ve made a big impact in a short amount of time, helping thousands of organizations access powerfully simple business banking. Why Novo? Novo is a rapidly growing series B fintech startup with a mission-driven team that’s passionate about helping every small business in America Positive, inclusive, supportive culture cheering you on your journey We work with very new technologies and architecture patterns We provide learning and development budgets to help you grow and bond with your team Offices in NYC and India The Role We're looking for a Senior Designer / Art Director to own the creative vision across our marketing surfaces—paid, owned, and everything in between. You'll be the person who makes Novo look and feel like the brand it aspires to be, translating business goals into campaigns that stop thumbs, convert prospects, and make our existing customers proud to bank with us. This is an individual contributor role with real influence. You won't manage a team, but you'll shape how the entire company shows up

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