
Business Operations – Payments
Plaid
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • New York • United States
Visit company websiteExplore more
Salary
💰 $136,800 - $162,000 per year
About the role
- Partner directly with our Transfer/ Money Movement team (a pod within Payments), serving as the primary stakeholder to that team and working across both strategic and operational initiatives.
- Own foundational work across all of Payments PA, such as monthly business reports, OKR tracking and updating, and QBR/ recurring reporting.
- Build out key metrics, tracking, and dashboards to support Payments initiatives + drive relevant behavior changes as needed.
- Identify opportunities to improve our operations across the PA and collaborate with cross-functional teams to implement them.
- Initiate, manage, and successfully execute new, cross-functional initiatives that increase alignment.
- Partner with other teams and functions to improve efficiency, productivity, and performance.
Requirements
- 2-3 years in management consulting or investment banking.
- 1-2 years operating experience (BizOps or Strategy and Ops at an earlier stage company) is a plus.
- Knowledge of SQL and Tableau is a major plus
- Knowledge of how to leverage AI tools in workloads a plus
- Direct experience with Finance / Tech
- Experience with operational improvement projects
Benefits
- Medical
- Dental
- Vision
- 401(k)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SQLTableauoperational improvementbusiness reportingOKR trackingQBR reportingmetrics trackingdashboard creationdata analysisAI tools
Soft Skills
stakeholder managementcross-functional collaborationinitiative managementstrategic thinkingoperational efficiencyproductivity improvementperformance enhancementcommunicationleadershipproblem-solving