Job Title: Account Manager

Job Description

Plaid seeks an Account Manager to create long-term, trusting relationships with our customers. While this role will support many projects, the primary responsibilities of the Account Manager will be to work directly with clients and offer guidance so that they maximize the value inherent in purchasing our products and services.

The Account Manager’s role will oversee a portfolio of clients, develop new business from existing clients and actively seek new sales opportunities. The Account Manager will answer client queries, respond to user support requests, implement and train new clients, and track project schedules for long-term client projects.

If you are familiar with account management software (CRM), have a flair for client communication, are outrageously organized, and incredibly attentive to detail, we’d like to meet you. Ultimately, a successful Account Manager will collaborate with our sales team to achieve goals while keeping our clients satisfied and engaged with our products and services in the long-run.


  • Serve as the lead point of contact for all client account management matters
  • Build and maintain strong, long-lasting client relationships
  • Respond to the daily flow of user customer service requests
  • Develop trusted advisor relationships with key accounts, client stakeholders, and executive sponsors
  • Ensure the timely and successful delivery of our solutions according to client needs and objectives
  • Develop new business with existing clients and/or identify areas of improvement to meet sales goals
  • Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
  • Prepare reports on account status
  • Collaborate with the sales team to identify and grow opportunities within their territory
  • Assist with challenging client requests or issue escalations as needed

Experience and Qualifications

  • Experience delivering client-focused solutions to customer needs
  • Experience with Salesforce Service Cloud a plus
  • Software documentation skills a plus
  • Proven ability to plan and manage multiple account management projects at a time, while maintaining sharp attention to detail
  • Excellent listening skills, negotiation, and presentation skills
  • Extremely organized and task list driven
  • The patience of a saint
  • Willingness to learn
  • Strong verbal and written communication skills
  • Ability to translate and explain technology in an accessible and approachable manner

Bonus Desired Skills or Interests

  • Create and maintain WordPress websites
  • Graphic design
  • Microsoft SQL Server/SQL queries
  • Html/CSS
  • Adobe Captivate
  • Camtasia 2020/Adobe Premiere or other video editing software


  • Bachelor’s (Preferred)

About Plaid

Plaid is an organizational training and development company that specializes in helping individuals and teams be the best version of themselves. Plaid provides customized education through in-person and online education in the areas of organizational culture, strategic planning, communication skills, career development, mental health, risk management, conflict resolution, and much more. Plaid’s employees work remotely and travel to provide high-level educational consulting and design for our clients.  Plaid is an equal opportunity employer.

At Plaid we hold ourselves and our work to a high standard. The following values are important to maintaining and driving a successful company culture:

  • Detail-oriented — quality and precision-focused
  • Innovative — innovative and risk-taking
  • Outcome-oriented — results-focused with strong performance culture
  • Team-oriented — cooperative and collaborative
  • Initiative–Take ownership and pride in getting the job done

Interested parties should submit a cover letter, resume, and salary requirements to Plaid.  References should be available upon our request.