Plaid

Business Operations – Payments

Plaid

full-time

Posted on:

Location Type: Hybrid

Location: San FranciscoCaliforniaNew YorkUnited States

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Salary

💰 $136,800 - $162,000 per year

Tech Stack

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