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, Washington D.C., London and Amsterdam.
The Business Operations team is focused on solving some of Plaid's most pressing business issues. We are a small team of individuals with complementary skill sets. This role will partner directly with Plaid’s Payments team, a cross-functional team with a mission is to harness Plaid’s network—spanning coverage, intelligence, and conversion—to deliver seamless, secure, and intelligent payment experiences for customers. In this role, you will work collaboratively across Product, Go-To-Market, Partnerships and Ops teams on a variety of strategic initiatives with a direct and quantifiable impact on our customers, partners, and P&L. You will perform critical data analysis to help inform our strategy and operations, and own many of the day-to-day processes that ensure the business is meeting its goals. The role requires someone who is highly analytical and strategic, approaches problems in a structured manner, and is comfortable with ambiguity.
Responsibilities
Partner directly with our Transfer/ Money Movement team (a pod within Payments), serving as the primary stakeholder to that team and working across both strategic and operational initiatives.
Own foundational work across all of Payments PA, such as monthly business reports, OKR tracking and updating, and QBR/ recurring reporting.
Build out key metrics, tracking, and dashboards to support Payments initiatives + drive relevant behavior changes as needed.
Identify opportunities to improve our operations across the PA and collaborate with cross-functional teams to implement them.
Initiate, manage, and successfully execute new, cross-functional initiatives that increase alignment.
Partner with other teams and functions to improve efficiency, productivity, and performance.
Qualifications
2-3 years in management consulting or investment banking.
1-2 years operating experience (BizOps or Strategy and Ops at an earlier stage company) is a plus.
Knowledge of SQL and Tableau is a major plusKnowledge of how to leverage AI tools in workloads a plus
Direct experience with Finance / Tech
Experience with operational improvement projects
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected].
Please review our Candidate Privacy Notice here.
