Business Operations
Plaid offers a platform that enables applications to connect with users' bank accounts, facilitating a wide range of financial services. They provide tools for payments, personal finance management, credit, and more, serving clients like Moneybox, Western Union, and Affirm. Their core product is an API that provides access to a vast network of financial institutions, allowing developers to build financial products and services.
Funding
Projects
About Plaid
Plaid is a financial technology company that enables applications to connect with users' bank accounts. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments through other financial technology applications. Plaid's network connects to over 12,000 financial institutions across 20 markets, serving a global user base of over 100 million. The company provides APIs for developers to build solutions for personal financial management, credit, payments, business finances, iGaming, and property management. Key products include Auth for account verification, Link for connecting accounts, Transactions for accessing financial data, Balance for real-time checks, Assets for verifying assets, and Identity for user verification. Plaid focuses on increasing conversion, fighting fraud, and providing clean, organized financial data for smarter underwriting and other financial services.
Skills
About the Role
You will partner directly with leaders across Product and GTM on a mix of strategic and operational work with a direct, quantifiable impact on customers, partners, and P&L. You'll work on problems that shape how the company operates across its largest revenue lines and most critical partnerships, owning analysis, operating cadences, and cross-functional projects that span Product, GTM, Engineering, Finance, Legal, and Partnerships. You will use AI tools and agents as a default part of how you work, and you'll have opportunities to move into leadership roles in Product, GTM, or other operational functions over time.
Requirements
- 6–11 years in management consulting, investment banking, and/or operating roles (BizOps, Strategy & Ops, Finance)
- Comfort with ambiguity and a high degree of autonomy in prioritizing what matters most
- Ability to build relationships at all levels and drive cross-functional consensus
- Familiarity with AI tools and agents to accelerate workflows is a plus
- Knowledge of SQL and Tableau preferred
- Experience in fintech, payments, or high-growth SaaS preferred
Responsibilities
- Drive the strategic and operational agenda for a Product or GTM organization and its cross-functional initiatives
- Own foundational operating rhythms including monthly business reports, QBRs, OKRs and KPIs, and executive reporting
- Build dashboards, metrics, and success measures that give leadership visibility and enable data-driven decisions
- Partner on product strategy topics including pricing, commercialization, and go-to-market for new and existing products
- Use AI tools and agents as a default part of daily work
Benefits
- Medical, dental, and vision insurance
- 401(k)
- Equity