Job Description
Implementation Specialists are responsible for guiding Plaid’s most strategic customers and partners as they integrate with Plaid solutions. In this role, you will be responsible for the implementation phase and ensure customers are properly onboarded and the Plaid solution is successfully implemented and launched, which is crucial for customer success as the integration often forms the foundation of their platform. Members of the Implementation team are expected to manage multiple implementations / customers and partners simultaneously, and to stay up to date on Plaid’s technology and new product offerings.
Work with Plaid’s most strategic Enterprise customers to build out applications and / or platforms across a variety of different verticals across lending, wealth management, financial management, account opening, student loan refinancing, fraud detection, property tech, healthcare, and billpay uses cases. Own all aspects of the customer engagement. Partner with Account Executives, Sales Engineers, Account Managers and Technical Account Managers to support customers. Work cross-functionally to improve the customer onboarding experience by collecting and translating customer and partner feedback into meaningful product insights for our Product and Engineering teams. Build repeatable playbooks and a refined implementation motion within the Enterprise segment to drive implementation efficiency
About Plaid
Plaid powers the tools millions of people rely on to live a healthier financial life, working with companies to connect financial accounts to apps and services.