Plaid

Account Manager

• Collaborate closely with Plaid’s Partnerships, Account Management, and Sales teams to negotiate key Partnerships contracts
• Creatively enable new deals with top prospects while staying true to Plaid’s operating practices
• Drive successful renewals, upsells, and cross-sells with top Partners to increase usage and adoption of key Plaid products
• Craft pricing strategies that work for Plaid, prospects, and existing Partners/Customers.
• Evolve and improve commercial terms, practices, and processes
• Serve as the GTM expert on a given product area with regard to commercialization, pricing, and agreement requirements for new products and services
• Serve as the GTM voice and single point of contact for cross-functional special projects

Commercial Lead – Partnerships

Recruitment

• Lead and inspire a team of recruiters focused on engineering hiring, setting clear expectations and fostering high performance.
• Partner closely with senior leaders and executives across EPD to align on hiring priorities, headcount planning, and long-term talent strategy.
• Own and operationalize recruiting processes at scale, ensuring they are efficient, consistent, data-driven, and candidate-first.
• Identify gaps and bottlenecks in the hiring process, propose creative solutions, and implement best practices that improve quality, speed, and experience.
• Drive strong hiring outcomes by balancing business urgency with thoughtful, inclusive, and high-bar recruiting standards.
• Build and maintain trusted relationships across the organization, serving as a strategic advisor on hiring, market trends, and talent strategy.

Recruiting Manager, Engineering

Executive Assistant

• Provide executive and administrative support to 3-4 Product and Engineering leaders/teams
• Efficiently manage and own complex calendars, scheduling, and logistics for leaders
• Partner closely with leaders and team both internally and externally, with composure and discretion
• Coordinate internal meetings and ensure agendas are tracked and action items are circulated and followed up on
• Execute cross-functional projects, including drafting team-wide communications and managing logistics for All Hands and internal events
• Manage complex travel arrangements and coordination
• Own end-to-end planning, vendor management, and execution of onsites and team events
• Provide budget oversight and manage expenses across teams

Executive Assistant, Product & Engineering

Engineering Manager

• Lead, mentor, and grow a team of security engineers, fostering a high-performance, collaborative, and psychologically safe team culture
• Own the technical roadmap and strategic direction for Plaid's core security capabilities across encryption, authN/authZ, CI/CD, data, and network security surfaces to secure Plaid’s AI and MCP ecosystem (internal and external MCP integrations).
• Partner with product and platform engineering teams to deeply understand their needs, and deliver self-service security infrastructure that scales across teams at varying levels of security maturity.
• Partner with Data Foundation and AI teams to build secure paved roads for agentic identities and workflows (AI agents, MCP clients, service identities)
• Drive measurable improvement in secure-by-default adoption across Plaid's engineering organization, leading with influence rather than authority
• Make pragmatic, risk-based security decisions and tradeoffs that are consistent with product roadmaps and business objectives
• Represent the team's work and security posture clearly to Staff-level leaders including the CISO, CTO, and COO
• Actively build team stability and strong team dynamics, playing a significant role in hiring, onboarding, growing, and retaining security engineering talent

Engineering Manager – Security

Business Development Rep

• Equip partner GTM teams with the training, content, and tools they need to effectively pitch and sell Plaid — including onboarding, ongoing education, and a library of sales assets like pitch decks and battle cards
• Collaborate with partner sales teams to drive pipeline growth through targeted campaigns, outbound strategies, and co-selling support, while maintaining visibility into partner-sourced and influenced opportunities
• Serve as the connective tissue between Plaid and its partner ecosystem — minimizing channel conflict, facilitating communication, and ensuring deal velocity is maintained across all partner relationships
• Act as the voice of the partner internally, surfacing patterns in objections, competitive dynamics, and product gaps to key stakeholders across Product, Marketing, and GTM teams

Channel Business Development & Enablement Manager – Banking and Wealth

Chief Technology Officer

• Provide sophisticated administrative and strategic support to the CTO and Head of Product Engineering.
• Act as a bridge between the Office of the CTO and the broader EPDD leadership team to ensure organizational goals are reflected in leadership's time allocation.
• Lead cross-functional initiatives and specialized projects that impact the entire EPDD organization.
• Draft and manage high-stakes internal communications and "All Hands" content, ensuring tone and messaging are aligned with Plaid’s culture.
• Oversee the EPDD administrative budget, vendor relationships, and large-scale resource allocation for team connection and events.
• Directly manage, mentor, and develop the EPDD EA team, establishing performance standards and career development paths.

Executive Assistant, CTO

Graphics Designer

• Design and implement visually engaging, responsive web pages that enhance the user experience and reflect brand identity.
• Develop interactive elements and light animations to create a more dynamic, engaging site experience.
• Collaborate with developers to ensure seamless translation of designs into code, maintaining design fidelity.
• Work closely with marketing and product teams to align design solutions with project goals and brand standards.
• Maintain and expand the design system, contributing to a cohesive and scalable web design framework.

Senior Visual Designer, Web

Manager

• Own global treasury operations, including daily cash positioning, liquidity management, debt operations, fraud prevention, and banking relationship management
• Own short- and long-term cash forecasting; partner with CorpFin to improve accuracy, analyze variances, and deliver insights to senior leadership
• Manage the investment portfolio in compliance with Plaid's investment policy; optimize yield and bank fees to improve overall treasury efficiency
• Lead intercompany funding strategy and oversee treasury transactions, FX exposure management, and hedging across global entities
• Own treasury-related month-end close activities and partner closely with Accounting to ensure accurate and timely close
• Develop and enforce treasury process standards, internal controls, and regulatory compliance measures
• Drive process improvements across treasury workflows leveraging AI, automation, and next-generation treasury management systems to reduce manual intervention and enable real-time operations
• Partner with the Product team on ACH and funds transfer related product initiatives, including customer funds management
• Manage the corporate insurance program, including renewals, coverage assessments, and broker relationships

Treasury Manager

Account Executive

• Identify potential customers and run the end-to-end sales process
• Build and maintain relationships with your customers, including their engineering/product teams, and their executives
• Partner internally with Plaid’s New Business, Sales Engineering, Commercial, Product, and Leadership team to win deals
• Working a fresh territory - building your own book of business by identifying good fit accounts and high value use cases where Plaid can create impact for the customer
• Building and maintaining relationships with accounts by going both deep and wide - from executives, to product teams, to developers
• Working with our GTM teams to define and execute our GTM strategy
• Win as a team — in partnership with outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod

Enterprise Account Executive – Territory Accounts

Program Manager

• Own end-to-end operational governance for new bank integrations, integration upgrades, and PD3 migrations (~10–20 active at any time).
• Build and maintain master timelines, institution status trackers, risk/decision logs, and launch readiness checklists.
• Drive structured risk, issue, and escalation management across integrations and migrations.
• Provide regular, high-signal status updates to leadership.
• Coordinate milestones, dependencies, and handoffs across Access, PD3/ProFound, DPR, and Data Access.
• Help lead Charged Access operational coordination including project tracking, risk logs, stakeholder follow-ups as the program scales.
• Own the NEA–Support operational relationship: priority alignment, joint initiative tracking, and communication cadence.
• Run retros after complex launches and fold learnings back into processes.
• Design and govern repeatable processes for how integrations and migrations are scoped, planned, executed, and launched.

Integrations Operations Program Manager

• Own and grow a portfolio of strategic enterprise accounts, driving both expansion within existing customers and net-new revenue across key greenfield opportunities
• Lead complex, multi-threaded sales cycles by engaging technical, product, and executive stakeholders, positioning Plaid as a strategic partner
• Craft and deliver compelling, business-centric value stories that connect Plaid’s solutions to measurable customer outcomes
• Partner cross-functionally with Solutions Engineering, Account Management, Product, and other teams to drive new sales and expand existing use cases
• Proactively identify and act on industry trends, competitive dynamics, and customer needs to refine sales strategy
• Contribute to building and scaling the enterprise sales motion by sharing insights, improving processes, and mentoring others
• Win as a team — in partnership with outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod

Enterprise Account Executive – Named Accounts

Product Manager

• Define and ship Plaid's AI-ready developer MCP.
• Build a CLI optimized for agent and LLM invocation.
• Improve AI-readability and usability of Plaid documentation and SDKs.
• Design lightweight hobbyist permissioning infrastructure.
• Partner with Go-To-Market to size AI-native opportunities.
• Launch ecosystem integrations and AI platform partnerships.
• Define metrics and measure AI-attributed developer growth.
• Influence long-term AI platform strategy at Plaid.
• This role will directly influence developer acquisition, ecosystem, expansion, and Plaid's positioning in the AI era.

Staff Product Manager, Applied AI

• Own and drive assessments of new target markets in the credit/lending industry and identify high propensity partnership targets
• Lead targeting strategy by employing outbound, marketing, sales strategy alongside product and marketing counterparts
• Own all aspects of the partner deal cycle (strategy, prospecting, discovery, alignment, negotiation, execution) with support from our cross-functional teams (product, implementation, commercial, legal)
• Elevate our partner relationships through key milestones – from completed integration to “first customer live” to scaling
• Collaborate with teams such as product and implementation to enable continued growth

Strategic Partnerships – Credit

Sales Engineer

• Serve as the lead technical product lead for SMB accounts throughout the sales process
• Partner with Account Executives to demonstrate to prospects how Plaid can solve their problems, address their use cases and meet their technical requirements. You’ll design solutions and share best practices throughout the sales process.
• Work with our engineering, product and design teams to translate prospect feedback into meaningful product insights.

Sales Engineer – SMB

• Identify opportunities for Plaid solutions to deliver value, with both existing and prospective high-growth Fintech customers.
• Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota.
• Own the end-to-end sales cycle and coordinate efforts from sales engineers, product specialists, and other team members throughout the sales process.
• Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion.
• Manage pipeline and accurately forecast deal value and win probability.
• Develop a deep understanding of Plaid solutions and apply this knowledge by identifying how each customer can leverage our technology to achieve their unique goals and objectives.