Scaled Account Manager

Plaid Plaid · Fintech · London, United Kingdom · All Departments

Plaid is seeking an Account Manager for their European SMB book, focusing on driving product adoption, revenue growth, and customer retention. The role involves managing a large portfolio of accounts, developing scalable processes, and acting as the primary point of contact for clients. This is a client-facing role within the financial technology sector.

What you'd actually do

  1. Own 150+ European SMB accounts, serving as the primary contact.
  2. Drive activation for signed-not-live accounts.
  3. Run business reviews and health check-ins for tier one customers. Monitor usage data via Databricks to flag churn risk and accounts below minimums.
  4. Identify upsell opportunities from the data and customer engagements
  5. Manage renewals end to end: pricing, contract adjustments, billing coordination via Tesorio.
  6. Develop repeatable processes (onboarding cadences, activation playbooks, escalation workflows) that scale with the growing book. Triage technical escalations with Support & Customer Engineering.

Skills

Required

  • 3-5 years of client-facing experience (account management, customer success, consulting, or operations).
  • Customer empathy and genuine desire to see customers succeed.
  • Comfort with ambiguity and building process from scratch.
  • Interest in financial services and technical products; a high degree of intellectual curiosity.
  • Excitement to work in a high-growth environment and build processes and tools as needed.
  • Ability to work with all types of people and build productive working relationships.
  • Analytical mindset: comfortable with data, reporting, and structured prioritisation.

What the JD emphasized

  • primary point of contact
  • primary contact
  • primary mode