Plaid

Data Scientist

• Own the process for creating hands on recommendations for incorporating cash flow insights into lending decision using best practice for account level decisioning.
• Improve customer usage of Plaid insights data through custom analysis adoption specific customer need.
• Act as a subject matter expert for our credit insights credit policy implementation supporting data science, engineering, Go-to-Market.
• Applying your expertise in quantitative analysis, data mining, and data visualization to build models and insights.
• Identifying useful signals that can be fed into machine learning models.
• Informing and influencing product and engineering teams through your data analysis and presentations.

Senior Data Scientist – Credit

Full-stack Engineer

• You will partner with other teams across Plaid, working closely with other engineering teams as well as Product, Design, Data Science, and more to iterate on and productionize new products and improve existing products.
• You will deeply understand client needs and architect solutions tailored to their use cases.
• You will own projects, step up as a trusted member of the team’s on-call rotation, and follow best practices to increase overall system reliability.

Software Engineer

Product Manager

• Own a product area: define problems, develop ambitious hypotheses to solve them, and drive execution with cross-functional teams.
• Shape the roadmap using data, feedback, and market signals. Understand that building successful products requires a mixture of art and science, and get the balance right between the two.
• Speak directly with customers and GTM teams to sharpen your ideas.
• Display a strong understanding of business needs.
• Collaborate with Engineering and Design to deliver intuitive, high-quality experiences.
• Use metrics and user insights to measure and improve outcomes.
• Communicate clearly, align stakeholders, and guide decisions. You should be a top-1% communicator and will need to speak to a variety of different audiences.
• Act with a founder mindset–simplify, move fast, and embrace feedback.
• Learn continuously and help raise the bar for Plaid’s products and culture.

Sales Engineer

• Serve as the technical lead for Enterprise accounts throughout the sales process
• Partner with Account Executives to demonstrate to prospects how Plaid can best address their use cases and technical requirements. Specifically, to design solutions and share best practices throughout the sales process
• Engage deeply with technical stakeholders in the pre-sales process to drive alignment and buy-in
• Provide demonstrations, address technical questions, architect implementation solution(s) and handle RFP responses in a thorough and expedient manner
• Take a hands-on role in POCs, where inquisitive and critical thinking is needed to identify, diagnose, and rectify any performance shortfalls
• Constantly re-evaluate selling assets and process to enable more efficient/effective messaging to customers
• Work with our engineering and product teams to translate prospect feedback into meaningful product insights
• Collaborate with current SE team to up-level team knowledge and capabilities

Sales Engineer – Credit

Product Marketing

• Develop and own audience-specific messaging, positioning, and narrative for your assigned industries, ensuring Plaid’s cross-product value is clearly communicated in terms that resonate with target buyers.
• Lead outbound campaign strategy for your industries: write the brief, define the target audience and channel mix (paid, email/lifecycle, content, events, ABM, and social), develop the messaging, and partner with channel owners to execute. Measure results and iterate.
• Build and maintain GTM collateral: pitch decks, one-pagers, battle cards, email cadences, and other sales enablement materials that help our GTM teams sell more effectively.
• Serve as a key feedback loop between GTM and Product/Marketing: capture themes from the market, package them clearly, and bring them to the teams who can act on them.
• Track full-funnel performance for your verticals across all active channels, identify what’s driving or dragging results, and use those insights to recommend changes to messaging, targeting, channel mix, or program investment.
• Collaborate with Product Area PMMs on the launch and distribution of new products to your industry audiences at the right stage of the launch lifecycle.
• Develop and maintain ICPs for your industries that are distributed and used across the company.

Product Marketing Manager – Industry

Designer

• Own the art direction and visual concept of omni-channel campaigns across digital, video, and social
• Work closely with copywriters to iterate and bring ideas to life
• Collaborate with cross-functional teams and stakeholders to align on creative strategy, timelines, and production plans
• Work closely with motion designers and editors to storyboard and design video content
• Design a suite of marketing collateral, including banner ads, social assets, print, and email
• Provide creative leadership and feedback across our broader design team, ensuring visual consistency and alignment to the overall brand
• Communicate progress clearly and regularly, offering creative rationale with a strong and strategic point of view
• Mentor other designers on the team

Senior Creative Designer

Sales Development Rep

• Managing a team of 3-8 new business representatives to hit quota
• Ensure pipe generation meets business targets; Partner with Marketing and Sales leadership to unlock and unblock pipe creation
• Coaching team develop their sales acumen and achieve professional ambitions
• Hire, develop and promote world-class talent through ever-green recruiting efforts
• Lead cross-functional initiatives to drive step-level improvements in pipeline generation

Manager, Sales Development – Inbound

Client Partner

• Develop and maintain a strategic prospecting plan to identify new partners critical to Plaid’s penetration of banking, wealth, and insurance verticals
• Establish and grow relationships with high-potential partners, identify partnership opportunities, secure buy-in, and represent Plaid as a thought leader at industry events
• Handle the end-to-end deal cycle for all new Banking & Wealth partners, and collaborate with direct B&W AEs and AMs on overlapping direct and partnership opportunities
• Work with the Banking & Wealth partnerships account management team to execute upsell and expansion opportunities across the existing partner base

Partner Development Manager – Banking & Wealth

Sales

• Manage a team of 6–8 Named Account Executives focused on Plaid’s largest fintech accounts, driving growth through expansion of existing relationships and competitive new logo acquisition.
• Coach AEs to identify and drive expansion opportunities proactively — new products, new use cases, new business units — rather than waiting for inbound signals.
• Build and refine the account strategy for Plaid’s top fintech customers alongside your AEs, including executive value messaging, pitch positioning, and coordinated go-to-market efforts with Marketing.
• Grow existing accounts by driving multi-product adoption and deepening executive-level relationships.
• Attain consumption-based revenue targets through a disciplined, data-driven pipeline operating rhythm.
• Develop your team through structured 1:1s, deal reviews, and skill-specific coaching that closes the gap between strong performers and elite ones.
• Maintain a high recruiting bar — assess and close exceptional AE talent as the team grows, selecting for people who thrive in an expansion-oriented selling motion.
• Manage performance with transparency — set clear expectations, act early when someone isn’t tracking, and make tough calls when necessary.
• Collaborate closely with Marketing, Product, Account Management, Legal, and Commercial teams to maintain a consistently high win rate and remove friction from deal cycles.
• Engage directly in strategic deals as a coach and escalation point, while ensuring your AEs retain ownership and develop their own executive-level selling capabilities.

Fintech Sales Manager

Compliance

• Review escalated consumer complaints, ensuring timely and accurate resolution with a consumer-first approach grounded in empathy and transparency
• Screen complaints for potential regulatory and legal risks and escalate as appropriate
• Conduct quarterly sample testing of non-escalated consumer inquiries to verify correct categorization and handling by the Consumer Support team
• Analyze complaint trends and root causes to identify systemic issues, partnering with product, engineering, operations, and legal to implement preventative solutions
• Prepare and deliver regular reporting on complaint performance, insights, and key metrics to senior leadership and stakeholders
• Support quarterly complaint reporting to the Board's Audit and Risk Committee (ARC) and partner banks
• Build and maintain relationships with compliance counterparts at Plaid's customers
• Manage bi-weekly office hours for Consumer Support to address real-time compliance questions
• Run calibrations with the Consumer Support team to identify training gaps and ensure alignment with internal policies and procedures

Consumer Compliance Analyst

Account Manager

• Lead enterprise-level partner deals from sourcing through close, managing multi-stakeholder negotiations and driving adoption.
• Evolve verticalized GTM strategy across Enterprise (e.g., insurance, tech platforms). Support expansion where appropriate.
• Curate a TAM-expanding pipeline, and project manage the closure of the key target partners.
• Collaborate closely with product teams: Payments, Credit, and Identity/Fraud to align go-to-market efforts.
• Translate partner and customer needs into structured opportunities, ensuring Plaid’s differentiated value is clear.
• Navigate long sales cycles (6–12 months) with complex decision dynamics, building urgency against the status quo.
• Segment AE / seller enablement & coaching relating to the Reseller Partnership model.
• Accountability to quarterly partner acquisition targets and vertical penetration goals.
• Acquisition strategy building and ACV forecasting.
• Solve complex partner challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.