About the Role
You will collaborate with Partner Account Managers who surface partner requests based on technical needs, and you'll drive the technical engagement, acting as an expert resource to help customers with integration reviews, troubleshooting, and technical best practices. You'll work across channels like email and phone to ensure partners get the most out of their integration with Plaid. You will manage inbound requests spanning integration reviews, solutions consulting, and troubleshooting, act as a technical expert on Plaid's products, and maintain a strong understanding of Plaid's API and system architecture. You'll work closely with Partner Account Managers, Support, Engineering, and Product teams to escalate and resolve complex technical issues, all while prioritizing a high volume of account requests efficiently.
Requirements
- 5+ years of experience in a client-facing and technology-focused role combining business experience and technical acumen
- Experience working in a Partnerships function strongly preferred
- Strong ability to translate complex technical concepts into clear actionable recommendations
- Strong understanding of APIs, system infrastructure, and troubleshooting methodologies
- Experience working in a fast-paced, customer-facing environment with high volume of inbound requests
- Strong project management and prioritization skills
- Customer-first mindset with passion for solving technical challenges efficiently
- Ability to work cross-functionally
Responsibilities
- Work with Partners across segments to provide technical guidance and support through email and phone
- Manage inbound requests to assist customers with integration reviews, solutions consulting, and troubleshooting
- Act as a technical expert on Plaid's products, ensuring customers receive clear and actionable guidance
- Work closely with Partner Account Managers to address customer inquiries and align on technical support levels
- Maintain a strong understanding of Plaid's API, system architecture, and product offerings
- Ensure a seamless customer experience by efficiently handling multiple inbound requests
- Prioritize a large volume of account requests based on impact and manage time efficiently
- Partner with internal teams including Support, Engineering, and Product to escalate and resolve complex technical issues
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Equity