Plaid

Product Manager – Financial Management

Plaid

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • 🇺🇸 United States

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Salary

💰 $180,000 - $270,000 per year

Job Level

Mid-LevelSenior

Tech Stack

Go

About the role

  • Set direction. Define the strategy and roadmap for new 0→1 insights products that make Plaid’s Financial Management offerings—Transactions, Investments, and Liabilities—more valuable and engaging for customers.
  • Discover opportunities. Identify emerging customer needs and data-driven insights that unlock new ways to help users manage their financial lives.
  • Build with focus. Partner with Engineering and Design to prototype and launch intuitive, high-quality products that extend Plaid’s Financial Management platform.
  • Deliver value at scale. Ensure new capabilities are reliable, performant, and impactful across Plaid’s broad customer base and millions of end users.
  • Communicate with precision. Create clarity across teams by articulating decisions, tradeoffs, and rationale crisply. Translate complex data and systems into simple, actionable narratives.
  • Measure impact. Define success metrics, track adoption and engagement, and use insights to inform iteration and prioritization.

Requirements

  • 4+ years of product management or equivalent experience in a B2B environment
  • Proven ability to collaborate cross-functionally with Engineering, Design, and Go-to-Market teams to deliver impactful products
  • Experience influencing pricing, packaging, and customer adoption strategies
  • Comfortable engaging directly with customers through sales, account management, or customer success conversations
  • Strong communication skills, both written and verbal; able to simplify complex concepts for diverse audiences
  • Data-driven decision maker; adept at using qualitative feedback and quantitative metrics to inform prioritization
  • Thrives in fast-paced, ambiguous environments and enjoys building 0→1 products
  • [Nice to Have] Experience developing or managing API-based B2B products
Benefits
  • Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
product managementdata-driven decision makingAPI developmentB2B product managementsuccess metricscustomer adoption strategiespricing strategiespackaging strategiesqualitative feedback analysisquantitative metrics analysis
Soft skills
collaborationcommunicationsimplifying complex conceptscross-functional teamworkadaptabilityproblem-solvingcustomer engagementstrategic thinkingnarrative articulationimpact measurement
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