Business Operations
Plaid Inc. is a fintech infrastructure and financial-data network company that securely connects consumer financial accounts, financial institutions, and applications through developer APIs and related payment, fraud, lending, and financial-insight products.
Maintainer signals as of 8/29/2026
Funding history
Projects
About Plaid Inc.
Plaid operates a permissioned financial-data network and developer platform used by thousands of fintechs and financial services companies. Its current product portfolio spans bank-account verification and payments, fraud and identity, financial insights, credit underwriting, open finance, and onboarding. Plaid is headquartered in San Francisco and was founded in 2013.
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