Backed by Index, Kleiner Perkins and NEA.
About the role
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
What they're looking for
- 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
More about this 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 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...
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