Plaid operates a financial data network and API platform that lets businesses connect to financial institutions and build financial experiences. Its products support account and identity verification, real-time balance and transaction data, investment and liability data, income and underwriting workflows, fraud and AML risk checks, and multi-rail bank payments. It serves developers, businesses, financial institutions, platforms, lenders, banks, and consumer-facing financial-product providers.

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Skills

Ai Tools Analysis Business Operations Cross-Functional Collaboration Dashboards Executive Reporting Fintech Go To Market Kpi Okr Payments Pricing Product Strategy Saas Sql Tableau

Candidate Availability

Hybrid · San Francisco · Required

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

About the Role

Partner directly with leaders across Product and GTM on strategic and operational work with quantifiable impact on customers, partners, and P&L. Own analysis, operating cadences, and cross-functional projects spanning Product, GTM, Engineering, Finance, Legal, and Partnerships, using AI tools and agents as a default part of the workflow.

Requirements

6–11 years in management consulting, investment banking, and/or operating roles such as BizOps, Strategy & Ops, or 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