Product Manager, Sales-Assisted Growth

Plaid builds tools and experiences that help people connect their financial accounts to the apps and services they use. The Product Manager, Sales-Assisted Growth will own the end-to-end experience for sales-worked customers, internal and external sales tooling, and AI-powered growth initiatives across onboarding, expansion, retention, and offboarding.

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

Preferred

• Experience with lifecycle marketing or customer success tooling, or designing gated/tiered product features
• Lifecycle Marketing
• Customer Success Tools
• Gated Product Feature Design
• Tiered Product Feature Design

Benefits

• Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
• Medical, dental, and vision benefits.
• 401(k).
• Hybrid work arrangement

Company

• Financial data network connecting bank accounts to fintech apps
• San Francisco, California, USA
• https://plaid.com/
• Founded in 2013
• 501-1000 employees

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
• Experience with lifecycle marketing or customer success tooling, or designing gated/tiered product features

Required skills

• Product Management, Internal Tools and Workflow Development, AI-Assisted Product Development, Account-Based Upselling and Cross-Selling, Customer Retention, Account Lifecycle Management, Sales and Account Management Collaboration, Lifecycle Marketing and Customer Success Tooling, Stakeholder Management

Experience

• Mid level