Customer Operations Engineer
Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.
Funding history
Projects
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.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own operational platform systems from identifying process gaps through production deployment. You will automate account operations and technical support workflows, build AI-enabled tools and customer self-service dashboard flows, instrument your work, and evaluate outcomes. You will document solutions, demonstrate them to internal users, onboard teams, and support your systems in production.
Requirements
- 4+ years of experience building and maintaining production software
- Experience identifying and resolving manual or inefficient processes
- Experience working with technical products or customer-facing operations
- SQL skills
- Ability to instrument features and measure impact with data
- Technical communication skills
- Experience using AI coding tools and building systems that leverage AI agents
Responsibilities
- Identify inefficient processes and deliver production solutions
- Automate account operations across portfolios
- Build AI-enabled workflows for technical support tasks
- Build customer self-service dashboard flows
- Instrument systems and measure real-world outcomes
- Create documentation and lead demonstrations
- Onboard internal teams and support production systems
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
