Plaid13.05.2026

Account Manager - Enterprise - Scaled

Полная занятостьУдалёнка

Обязанности

01Manage a high-volume portfolio of territory accounts through onboarding, implementation, launch, and early growth stages
02Partner with customers to ensure successful product activation and revenue generation as quickly and efficiently as possible
03Build scalable processes and operational frameworks for managing customer engagement across a large book of business
04Identify opportunities to leverage automation, AI, and tooling to improve efficiency, customer experience, and account coverage
05Create repeatable playbooks for onboarding, customer health tracking, adoption, escalation management, and account graduation
06Act as a strategic advisor to customers by helping them navigate implementation challenges and identify opportunities for growth
07Monitor customer performance metrics and proactively drive actions that improve activation, engagement, and revenue outcomes
08Build a classification rubric and prioritization model based on projected revenue potential and speed to scale for the accounts in your portfolio
09Determine when accounts are ready to transition into a long-term growth or strategic account management model
10Partner cross-functionally with Sales, Product, Engineering, Support, and Operations teams to improve customer outcomes and internal processes
11Surface customer feedback and operational insights to influence product improvements and scalable solutions
12Help define and evolve the team’s operating model as the business and customer base grow

015+ years of experience in account management, customer success, consulting, operations, partnerships, or a related customer-facing role
02Experience managing a large portfolio of accounts in a fast-paced, high-growth environment
03Experience supporting customer onboarding, implementation, or post-sales growth motions at scale
04Strong operational mindset with a track record of building or improving scalable processes and workflows
05Demonstrated ability to balance strategic thinking with hands-on execution
06Experience using systems, automation, or AI tools to improve operational efficiency and customer engagement
07Strong project management and organizational skills with the ability to manage multiple priorities simultaneously
08Excellent communication and stakeholder management skills, both internally and externally
09Analytical and data-driven approach to problem solving and decision making
10High degree of ownership, adaptability, and comfort working in ambiguous environments
11Experience in B2B, fintech, SaaS, APIs, payments, or other technology-driven industries