Business Operations

Plaid is a financial technology company providing APIs and network connectivity for businesses to build financial products.

Series D7 current maintainers6 active leadsTeam intelligence

Maintainer signals as of 8/23/2026

Distributed

Funding history

About Plaid

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

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