Head of Investor Relations
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 build and own the Investor Relations function as a team of one, architecting the IR strategy for where Plaid is today as a late-stage private company and evolving it through a potential IPO and beyond. You will partner closely with Finance, Legal, Marketing, Communications, and the executive team to develop a world-class disclosure framework, craft a durable equity narrative, and serve as the primary voice to current and prospective investors. You'll bring both rigor and imagination to this role, challenging conventional approaches and finding creative ways to make Plaid's story land with the people who matter most.
Requirements
- 10+ years in Investor Relations, equity research, investment banking, private equity, or strategic finance, with significant experience in B2B technology or fintech
- Deep fluency in the metrics that drive software businesses including ARR, NRR, LTV/CAC, gross margin, Rule of X, and free cash flow
- Experience engaging both private market investors and public market investors or sell-side analysts
- Demonstrated success operating autonomously as analyst, storyteller, project manager, and spokesperson
- Proven ability to communicate regulatory and policy topics to investors in highly regulated industries
- Creative unconventional thinking
- Track record of implementing automation, AI, or CRM tooling to scale outreach and data gathering
- Executive presence and exceptional written, verbal, and visual communication skills
Responsibilities
- Shape Plaid's long-term equity narrative anchored on durable growth, capital efficiency, and profitability levers
- Lead development of core investor materials including business overviews, investor presentations, and roadshow-style content
- Maintain a private-company-appropriate disclosure posture while building infrastructure for a public company environment
- Build and manage relationships across private market investors and prospective public market investors and sell-side analysts
- Develop a proactive engagement calendar including 1-on-1s, conferences, and other touch points
- Support liquidity events for current shareholders as Plaid moves toward and through a public listing
- Drive preparation of investor materials including earnings scripts, decks, and Q&A prep
- Establish disclosure policies that meet SEC and global regulatory requirements at IPO
- Develop an investor-specific crisis-communications playbook
- Define Plaid's guidance philosophy including annual vs quarterly cadence and GAAP vs non-GAAP framing
- Monitor investor sentiment and track comparable company narratives
- Identify disconnects between market expectations and Plaid's trajectory
- Monitor peer performance, macro trends, and policy developments relevant to fintech and B2B technology
- Translate investor feedback into actionable insights for leadership
- Implement IR tooling, dashboards, and automation to streamline reporting, sentiment analysis, and investor targeting
- Define the future-state IR org and scope and hire incremental headcount over time
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Equity