Fintech Account Manager in United States

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. Qualifications: 7+ years of quota carrying software or technology account management experience. Strong attention to detail, organizational skills, prioritization and management of multiple cross-functional work streams across internal and external stakeholders. Executive level communication skills - written and verbal. Relationship building (understand how to leverage internal/external executives, product, etc). Strong Commercial/Sales experience (contract negotiation, value-selling). Customer retention and termination-save tactics. Desire to get technical and the ability to learn the ins and outs of Plaid's APIs. Customer empathy and deep desire to see customers succeed. Some familiarity in financial services and technical products; a high degree of intellectual curiosity. Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. Responsibilities: Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment. Build strong relationships with customer C-Suite, Product and Engineering teams to retain and grow revenue. Own and exceed revenue growth targets, which includes identif

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. Qualifications 4-8 years of account management and sales experience. Customer empathy and deep desire to see customers succeed. Desire to get technical and the ability to learn the ins and outs of Plaid's APIs. Some familiarity in financial services and technical products; a high degree of intellectual curiosity. Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. Ability to work with all types of people and build long-lasting relationships. Strong Sales experience (negotiation/value-selling). Executive level communication skills - written and verbal. Relationship building (understand how to leverage internal/external executives, product, etc). Retention and Termination-save tactics. Responsibilities Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment. Build strong relationships with the C-Suite and Product teams to retain and grow revenue. Own and exceed revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals Help customers integrate and launch on Plaid. Solve complex customer ch

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 Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing proactive strategic and technical guidance, which enables growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate. This is a strategic, high-impact technical leadership position. You’ll own the long-term technical success of some of the most innovative FinTech companies in the world, influencing how millions of users experience financial connectivity. You will be a product expert in Plaid's offerings, owning many customer relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings. You’ll be the technical voice and advocate for your customers internally, helping to shape Plaid’s product direction based on real-world feedback and impact. You will work in partnership with Account Manager(s) and several other cross-functional teams to be the primary driver of the design and execution of technical strategies that help our customers achie

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 is looking for customer-facing professionals to manage and grow Plaid’s relationships with high-growth FinTech customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented. Qualifications Demonstrated relationship management and sales experience. Customer empathy and deep desire to see customers succeed. Desire to get technical and the ability to learn the ins and outs of Plaid's APIs. Some familiarity in financial services and technical products; a high degree of intellectual curiosity. Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. Ability to work with all types of people and build long-lasting relationships. Strong Sales experience (negotiation/value-selling). Executive level communication skills - written and verbal. Relationship building (understand how to leverage internal/external executives, product, etc). Retention and Termination-save tactics. Responsibilities Own and manage the overall relationship with your portfolio of customers in our fastest growing cus

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 Fintech team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established Fintechs take their growth to the next level. Our thesis is that every company in Fintech can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives. In this role, you'll be the individual helping us achieve this vision. Responsibilities Build close customer relationships and identify business value and impact of Plaid across your territory of accounts Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod. Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome. Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks. Ide

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. Responsibilities As the Plaid Account PM, you will own everything related to the consumer identity on Plaid. This includes: User authentication (UX and risk models) Launching a surface for users to manage their connections and permissioning with various applications. This spans across both traditional fintech and agentic fintech. Leading company-wide workstreams around establishing a first party relationship with consumers Roadmap around creating deeper and richer network of consumer profiles on Plaid 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 Part

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. About the Team Plaid’s Fintech Sales team is responsible for our relationships with some of the most important and fastest-growing companies in financial services. Many of these companies have long-standing relationships with Plaid, and this team’s mandate is to deepen those partnerships — expanding product adoption, enabling customer growth, and ensuring Plaid remains the infrastructure provider of choice as these customers scale. About the Role You will lead an established, high-performing team of Territory Account Executives who manage Plaid’s fast-growing fintech accounts. This is not a greenfield build — it’s a team with real momentum, strong customer relationships, and meaningful revenue. The opportunity is to raise the bar further: strengthen Plaid’s market-leading position in fintech by driving deeper product adoption across existing accounts, winning strategic new logos, and developing the AEs on your team into consistently elite performers. The primary motion is new logo acquisition. The majority of your AEs’ accounts don’t yet use Plaid — the job is to secure those new logos and grow existing relationships through new products, new use cases, and new business units. You’ll be in deals wit

Payments is one of the fastest-moving corners of fintech, and NMI is right in the middle of it. We're hiring a Sales Account Executive to grow NMI's partner network — signing new ISOs, agents, next-gen ISOs and merchant account resellers across an assigned U.S. territory. This is a new-business role: most of your time will go to finding, qualifying and closing partnerships that don't exist yet. You'll build and manage a pipeline of prospective partners, run your own outbound prospecting, and turn first conversations into signed partnerships that expand NMI's footprint. You'll own an assigned territory to bring new partners on board and set them up to succeed. New business development is the core of this job. We'll set you up for it with a structured ramp that includes product and platform training, territory planning with your manager, and inbound leads to work while your outbound pipeline builds. About NMI NMI, a global leader in payment technologies, allows software and sales professionals to deliver payment innovations to their clients without having to build payment expertise in house. NMI enables our partners with choice, and challenges the one-size-fits-all approach to payments. You've probably used NMI in the last 24 hours without even realizing it. We're the platform that powers success for innovative tech created by SMBs, entrepreneurs and fintech startups. We're creative problem solvers who help visionaries smash through boundaries and think beyond what's possible so they can think about what's next. But we're not just built for the tech savvy. We democratize the latest payments technology so that everyone can realize the benefits of easy payments across the full spectrum of commerce. Our mission is to use our expertise to enable more payments, in more ways and more places. We provide ISOs, Fintech Innovators and Technologists the freedom to focus on what they do best, liberating them from restricted payment solutions and giving them access to the latest p

👋 Welcome to Glide! At Glide we’re reimagining the banking experience for the modern world . Our embedded fintech platform empowers legacy financial institutions, like community banks and credit unions, to pioneer novel digital experiences for their customers. You’ll be joining an all-star team with engineering, product, and growth experience from Stripe, Google, and Amazon. We’re looking for a talented Digital Program Manager (DPM) to help us grow our product to hundreds of banks. We’re bringing a new perspective to the decades-old financial world , and we’re hoping you can help us do that! Your Responsibilities: Run customer implementations from kickoff to go-live, including requirements gathering, implementation calls, User Acceptance Testing meetings, and bug reporting Oversee customer account management, including formal communications of product updates and roadmaps Travel to client sites for project kickoffs, training sessions, and other key project activities Leverage AI tools to streamline and optimize day-to-day responsibilities Analyze customer data to ideate and recommend new features and enhancements Maintain an accurate record of all customer interactions and transactions, reporting and escalating issues as needed Identify and develop new business opportunities with existing clients Need-to-Haves: Strong understanding of SaaS business models and large-scale software implementation projects Experience working at a financial institution or fintech company Excellent communication and negotiation skills Technical understanding of fintech products Experience working with agile engineering and design teams Nice-to-Haves: Customer-facing experience at an early-stage company Previous experience in a product or customer-facing role at a fintech or FinServ company Experience with data analysis tools such as SQL Familiarity with project management tools, customer success software and CRM systems A collaborative, entrepreneurial spirit And finally, a brief overvi

Welcome to Glide! At Glide we’re reimagining the banking experience for the modern world . Our white label embedded fintech platform empowers legacy financial institutions, like community banks and credit unions, to pioneer novel digital experiences for their customers. You’ll be joining an all-star team with engineering, product, and growth experience from Stripe, Google, and Amazon. We’re bringing a new perspective to the decades-old financial world , and we’re hoping you can help us along the journey! The Opportunity As Glide’s Founding Product Manager , you’ll be a key partner to our Chief Product Officer and our first dedicated product hire. You’ll define our roadmap, launch new products, and set the tone for how we build. This is a rare opportunity to join an early-stage company and help create a new standard in financial technology. What You’ll Do: Drive Product Vision & Execution Own the roadmap for our flagship account opening product and our AI Agents Ship fast—hand off your first spec to engineering within 7 days Work closely with design and engineering to build secure, reliable features Use data, feedback, and market insights to inform decisions Solve Real Customer Problems Partner directly with community banks and credit unions to understand their biggest pain points Translate complex workflows into intuitive, scalable products Define success metrics and iterate quickly based on learnings Own the full product lifecycle—from discovery through launch and adoption Shape How We Build Establish product development best practices from the ground up Drive a fast, iterative build-measure-learn loop in partnership with engineering Ensure alignment across sales, marketing, ops, and GTM efforts Help shape the product org and culture as we scale Who you are, and the experience we’re looking for: Fintech experience: 5–7+ years of product management experience, ideally in fintech. Strong understanding of financial services, particularly banking, lending, or payme

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. About the team The AI GTM team works with a cross-functional pod to accelerate Plaid’s footprint in AI. Our goal is to sell into and partner with AI companies of all sizes, from the largest model companies to small startups. This team works cross functionally, internally and externally, to ensure Plaid is the financial and identity provider of choice for AI companies; while also working closely with product and engineering to future proof our product set in an AI-driven ecosystem. In this role, you will serve as a critical link between our GTM teams (across sales, account management and partnerships), our product team, and the external AI market. You will be responsible for operationalizing our AI strategy, helping us win key deals, and ensuring our roadmap reflects the needs of our current customers and partners. What you’ll do You’ll work at the forefront of AI and fintech, driving deals and partnerships with some of the most innovative companies in the ecosystem. You’ll identify new opportunities, build relationships with AI-native partners, and translate emerging use cases into real business outcomes for Plaid. You’ll collaborate across teams to bring deals to life and help ensure Plaid shows up

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. This Week in Fintech is the largest global fintech media company with 200,000+ subscribers to a publication that provides insights, news, and connections within the financial technology ecosystem. What began as a newsletter focused on curating and sharing industry updates, trends, and innovations in the fintech space has grown to include a range of products including podcasts, events, conferences, and an online community to bring together fintech professionals, investors, and enthusiasts worldwide. This Week in Fintech is seeking a highly organized, creative, and entrepreneurial Senior Events & Experiences Manager to help build and scale one of the most influential fintech communities in the world. This is not a traditional events role. We are looking for someone who understands how experiences create brand value, strengthen relationships, drive partnerships, and build lasting community. You’ll lead the strategy and execution behind TWIF’s growing portfolio of experiences — from intimate executive dinners and private salons to large-scale conferences, ecosystem gatherings, and strategic partner activations. You’ll work directly with leadership and become a key part of shaping how TWIF shows up a

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 Account Verification team builds the foundation of trust for open finance. We help fintechs and financial institutions connect and verify bank accounts securely so that money can move safely and instantly. Account Verification is the entry point for all of Plaid’s payment-focused consumer experiences and is a critical building block for our customers. The team obsesses over creating seamless verification journeys that balance speed, reliability, and security, enabling consumers to confidently connect to the financial ecosystem. As a PM for Account Verification, you’ll own one of Plaid’s most critical and high-impact product areas. You’ll lead the evolution of our verification platform across Auth, Balance, and Identity Match, defining how millions of people and businesses connect their financial accounts every day. We are looking for a high-ownership builder who thrives in ambiguity, loves building with customers, and is excited to define what’s next for one of Plaid’s most established and strategically important product lines. You’ll set vision and strategy, drive execution across a cross-functional team, and shape how Plaid competes in an increasingly complex and, eventually, AI-driven ver

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

Company Description Novo is a venture-backed fintech that simplifies banking for small businesses. Since our Fall 2018 beta launch, we've expanded offerings from free checking accounts and debit cards to lending products, business tools (invoices, bookkeeping, and more), and integrations.Today , Novo is a powerfully simple banking platform that serves over 250,000 small businesses. In addition to providing smart tools built for entrepreneurs to better run and grow their businesses, Novo has processed billions in transactions in partnership with a number of established banking partners. Our vision is to be the go-to platform serving small businesses – from launch to everyday – so business owners can focus on growing, while Novo provides seamless money movement, money storage, and access to capital. We'd like to look back 5–10 years from now and know that we helped new generations of small businesses succeed because of the work we did at Novo. Novo raised $170 million in venture capital and is backed by leading investors, including Stripes, Valar Ventures, Crosslink Capital, and Notable Capital (formerly GGV). Learn more at https://www.novo.co . Role Description Novo is seeking a highly experienced and motivated product manager to own and scale our core banking experience — the accounts, money movement, cards, and program infrastructure that power banking for over 250,000 small businesses. This role is critical to ensuring the reliability, usability, and depth of the products at the heart of Novo, supporting our rapidly expanding customer base and business operations. The ideal candidate is a hands-on product leader who can set product direction for complex, regulated financial products, partner closely with Engineering, Design, Risk, and Compliance, and work hand-in-hand with banking partners to ship reliable, secure, high-quality experiences within a dynamic, regulated fintech environment. Responsibilities Product Strategy & Leadership Own the strategy, roadmap,