Strategic Initiatives
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 work directly with leaders across Plaid on the company's most important and least-defined problems, particularly those at the seams of multiple teams or functions. You will identify unowned, high-leverage opportunities across the business and drive them to clean outcomes. You will operate across a wide aperture spanning strategy, GTM, operations, and product without being boxed into a single lane. You will lead, directly or indirectly, high performing teams. You will use AI tools and agents as a default part of how you work, treating them as a force multiplier rather than an experiment.
Requirements
- 10+ years of total experience, with meaningful time in consulting as well as direct operating roles (BizOps, Strategy & Ops, Finance, Chief of Staff, etc.)
- A track record of independently identifying problems and driving them to outcomes with limited top-down direction
- High agency, sense of ownership, and willingness to roll up your sleeves
- Ability to build relationships at all levels and drive cross-functional teams to action
- Strong analytical and structured-thinking skills; comfort translating ambiguity into frameworks, plans, and decisions
- Experience directly managing high-performing teams
- 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
- Work directly with leaders across Plaid on the company's most important and least-defined problems, particularly those at the seams of multiple teams or functions
- Identify unowned, high-leverage opportunities across the business and drive them to clean outcomes
- Operate across a wide aperture including strategy, GTM, operations, and product without being boxed into a single lane
- Lead, directly or indirectly, high performing teams
- Use AI tools and agents as a default part of how you work as a force multiplier
Benefits
- Equity
- Medical, dental, vision insurance
- 401(k)