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Relationship Manager

| Greater NYC Area

Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. Today, hundreds of platforms and millions of end-users rely on Quovo's technology for account aggregation, bank authentication, and ongoing insights to build better financial futures.

Quovo is looking for an experienced client-facing professional to manage our relationships with some of the largest names in fintech and financial services. Working closely with the Business Development, Implementation and Client Operations teams, you’ll ensure that Quovo’s clients receive impeccable service and thoughtful guidance on how to get the most out of Quovo’s offerings. The right candidate is a natural at building strong relationships and gaining credibility as a trusted advisor. You must be smart and take a hands-on approach to understanding our clients’ businesses, strategic goals and how they define success with Quovo’s solutions.

Responsibilities:

  • Owning overall relationship with assigned clients, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
  • Conducting client health checks, identifying critical goals and key performance indicators for each client to clearly understand and measure client satisfaction and rollout success
  • Providing consultative guidance on best practices for deep software adoption, advising on product capabilities and potential application to customer’s unique requirements
  • Developing a renewal strategy and proactively identifying and taking measures to mitigate risk to ensure clients are prepared and satisfied to renew their contracts
  • Identifying upsell opportunities and working collaboratively with the Business Development team to manage the opportunity to close

Skills and experience:

  • Degree from a top tier university or college preferred. MBA a plus
  • 4-5years experience in relationship management or a related field. Ideally in fintech, SaaS or other startup environment.
  • Able to quickly understand new technologies and complex concepts quickly.
  • Demonstrated ability to communicate, present and influence credibly and effectively at all levels.
  • Flexibility to travel to clients when needed (approximately 20% travel)
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Technology we use

  • Engineering
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    • Twitter BootstrapLibraries
    • AngularJSFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • Microsoft SQL ServerDatabases
    • RedisDatabases

Location

In the middle of New York's tech community, Plaid is nestled in the heart of the Flatiron District.

An Insider's view of Plaid

What’s the vibe like in the office?

We have chess boards littered around the office. I'll be sure to get up throughout my day and play a couple moves, but one of the best parts of my day is how engaging and diverse the conversations I have and the connections I get to exercise are. Plaid promotes an open and accepting work environment that makes even Mondays a good day.

Erik

Engineering

How does the company support your career growth?

There is a widespread understanding that everyone wants to continue building out their skill sets to fuel career growth. Managers help facilitate this by enabling their direct reports to pursue their interests and try new things. They also make sure that you’re always a bit out of your comfort zone -- the best way to keep developing.

Hayden

Marketing

What are some social events your company does?

There are always fun events happening at Plaid! We have regular lunch scrambles that are great for getting to know people from other teams, which is especially important since we are growing so fast. Social hour every Thursday is guaranteed to be a great time!

Sasha

Sales

What are Plaid Perks + Benefits

Culture
Eat lunch together
Intracompany committees
Daily stand up
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
401(K)
Company Equity
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Lunch and learns
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