Business Operations

Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.

Series D7 current maintainers5 active leadsTeam intelligence

Maintainer signals as of 9/25/2026

San Francisco, United States

Funding history

About Plaid Inc.

Plaid provides developer infrastructure and financial tools for account connectivity, financial data access, bank payments, identity verification, AML monitoring, credit and underwriting, and fraud prevention. Its network supports thousands of fintech companies and more than 12,000 financial institutions across the United States, Canada, the United Kingdom, and Europe.

View jobs by Plaid Inc.

Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will solve strategic and operational problems for Product or go-to-market organizations. You will identify high-impact opportunities, lead cross-functional initiatives, manage reporting and operating rhythms, build dashboards and metrics, and use AI tools to improve workflows and outcomes.

Requirements

  • 6–11 years of experience in management consulting investment banking or operating roles
  • Strong analytical and structured-thinking skills
  • Ability to turn ambiguity into frameworks plans and decisions
  • High agency and ownership
  • Ability to build relationships at all levels and drive cross-functional action
  • Familiarity with AI tools and agents is a plus
  • SQL and Tableau knowledge preferred
  • Fintech payments or high-growth SaaS experience preferred

Responsibilities

  • Identify high-leverage business opportunities
  • Lead product strategy and cross-functional initiatives
  • Own business reports QBRs OKRs KPIs and executive reporting
  • Build dashboards metrics and success measures
  • Use AI tools and agents to accelerate workflows
  • Drive initiatives across Product GTM Engineering Finance Legal and Partnerships