Account Lead (CX)

PLAID

Account Mgr

Sales

Project Mgr

About this role

Account Lead in PLAID’s ALPHA business, this role owns CX-focused growth for assigned accounts and industries. It covers opportunity creation, solution proposals, project management, outcome measurement and longer-term account planning. The person works with executives and business leaders to define issues, align stakeholders and carry initiatives through implementation.

The role combines the KARTE CX platform, Context Lake, first-party customer data, AI, N1 analysis and quantitative research to design CX strategies and services from behavioral data. It coordinates internal specialists and external partners and leads execution, use-case development and personalization. Required experience includes new-client or project-winning proposal/sales work at a consulting firm, advertising agency, SIer or IT vendor; stakeholder negotiation, contract closing and project completion management; account planning; three or more years leading digital business, marketing or customer-strategy planning and execution; and PM/PMO experience on large-scale data- or UX-informed projects.

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