The role
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 Customer Growth & Experience (CGX) team owns the full customer lifecycle — from the moment a customer lands on plaid.com http://plaid.com to their journey across onboarding, activation, adoption, and long-term success.
Within CGX, this role sits at the intersection of Growth and GTM. We own the product experience for sales-worked customers across every segment — onboarding, premium features, upsell and cross-sell, and offboarding — and the internal tooling that makes Plaid's own sales organization faster and more effective at every stage of a deal. We're focused on growing and retaining the accounts sales brings in, and on using AI to meaningfully change how sellers and their accounts get served, not just to speed up existing steps.
As a Product Manager on Sales-Assisted Growth, you'll own the experience for customers who come to Plaid through our sales team — SDRs, AEs, AMs from onboarding through expansion and offboarding: how they get set up, which premium features they unlock, how they discover and adopt new products, and how they're communicated with along the way.
You'll also own the internal tooling that removes manual work for sellers and gives them the right view of their accounts at the right time. Salesforce itself sits with our GTM Technology team; you'll own what sellers use around and on top of it.
You'll be expected to push hard on where AI can meaningfully change how accounts are grown and how sellers work, rather than just digitizing existing steps. You'll draw on propensity and account-health signals from our data science team, and help shape what those models should predict over time.
This is a high-impact IC role with a clear, ownable surface and plenty of room to shape how Plaid approaches customer growth. You’ll sit at the intersection of product and GTM, using account and pipeline insights to uncover expansion opportunities within the existing customer base and help identify where Plaid should invest next.
It’s a unique opportunity to build across account growth, internal tooling, and AI-powered products; all within one role.
Responsibilities
- Own the sales-worked customer experience end to end — onboarding, premium and gated features, in-product upsell and cross-sell, lifecycle communications, and offboarding
- Own the internal tooling that removes manual work for sellers and gives them the right view of their accounts at the right time
- Own external-facing tooling specific to sales-worked accounts (e.g., RFI response tooling, prospect-facing dashboards)
- Consume propensity and account-health signals from BI/DS to drive expansion and retention, with room to shape what those models should predict
- Identify and ship AI-driven automation across the account lifecycle and seller workflow, with a clear point of view on what should be AI-assisted vs. AI-automated vs. human-owned
- Partner with GTM leadership on strategic inputs — where to expand within the existing base, which segments to prioritize
- Partner cross-functionally with Eng, Design, BI/DS, GTM Technology, Lifecycle Marketing, and Sales and Account Management leadership to ship and measure impact
Qualifications
- Product management experience building internal tools/workflows for an operational user (sales, support, ops)
- Experience shipping an AI-assisted or AI-automated product experience, with a clear point of view on human vs. AI ownership of tasks
- Experience with account-based upsell, cross-sell, or retention motions, or a clear ability to reason about the account lifecycle from first principles
- Comfortable partnering with Sales and Account Management stakeholders
- Strong communication skills across functions with different priorities and vocabularies
Nice-to-have
- Experience with lifecycle marketing or customer success tooling, or designing gated/tiered product features
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.