3 results
FiltersCultivate high-level relationships and act as trusted advisor for restaurant groups/Strategic Accounts. Lead client retention efforts and overcome strategic objections. Meet and exceed assigned monthly and quarterly retention and revenue goals.
Identify opportunities for Plaid solutions to deliver value to prospective and existing lending customers. Develop a book of high-potential prospects and maintain a sufficient pipeline. Own the end-to-end sales cycle and coordinate efforts from sales engineers and product specialists.
The Customer Success Manager (CSM) drives adoption, value, and long-term customer partnership across a portfolio of strategic accounts. CSMs act as trusted advisors and proactive problem-solvers who champion customer outcomes, influence executive stakeholders, and collaborate cross-functionally to ensure an exceptional customer experience. This role requires strategic thinking, strong communication, relationship-building, and data interpretation.