Plaid

Financial Planning and Analysis

• Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations.
• Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth.
• Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting.
• Work cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
• Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting.
• Maintain and optimizing key GTM KPIs that are used for internal and external reporting.
• Prepare materials to internal and external stakeholders on company performance, including quarterly Board materials.
• Help recruit a world-class Strategic Finance team at Plaid.

GTM Strategic Finance

General Counsel

• Advise Plaid’s Head of Data & AI and its Data Governance, Security, and AI foundations teams on legal areas, primarily focusing on privacy, cybersecurity, and AI governance laws
• Provide solutions-oriented advice on issues related to AI/ML, data privacy, and cybersecurity to other members of the legal team as well as cross functional teams
• Monitor privacy, cybersecurity, data governance, and AI governance laws and regulatory trends, developments, and industry best practices
• Drive internal training and awareness of Plaid’s privacy/data protection, cybersecurity, data governance, and AI governance obligations
• Develop and refine cybersecurity and data privacy policies and procedures to facilitate Plaid's compliance with ever-evolving protection laws

Privacy & Data Innovation Counsel

Data Scientist

• Applying your expertise in quantitative analysis, data mining, and data visualization to find insights for improving our API products
• Identifying useful signals that can be fed into machine learning models
• Informing and influencing product and engineering teams through your data analysis and presentations
• Making long-term data science roadmap decisions like how machine learning and data science iteration should be done at Plaid
• Championing a data-first approach toward decision-making across the entire organization

Senior Data Scientist – Payments ACH

Product Operations

• Own and evolve the operating system used by Product to plan, track, and communicate work, including roadmaps, planning artifacts, and execution tracking (in close partnership with Engineering Operations).
• Design and run lightweight operating cadences (e.g., planning cycles, product reviews, execution check-ins)
• Improve visibility into priorities, progress, and decisions across the product organization without adding unnecessary process
• Define and own the PM tool stack, evolving the tools and workflows that PMs use every day to ensure the function is operating effectively
• Identify where automation, AI/agents, and other new workflows can materially change how product work gets done, and translate those ideas into adopted capabilities.
• Partner with Product leadership to reinforce a high-performing product culture, both virtually (e.g., Product All Hands) and in-person (e.g., Bi-Annual Product Summits / Onsites)
• Build systems that capture and share high-quality product work (e.g., great PRDs) and decisions across teams, helping raise the bar and accelerate learning.
• Longer-term, own Product Manager onboarding and ongoing enablement, ensuring PMs ramp quickly and understand how great product work gets done at Plaid.

Product Operations Lead

Executive Assistant

• Provide executive and administrative support to leaders/teams within Policy and Legal
• 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, Policy & Legal

Account Executive

• Build close customer relationships and identify business value and impact of Plaid across your territory of accounts
• Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions
• Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod.
• Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome.
• Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks.
• 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.

Account Executive – Fintech

Client Partner

• Lead Fintech-level partner deals from sourcing through close, managing multi-stakeholder negotiations and driving adoption.
• Evolve verticalized GTM strategy across Fintech such as Crypto, Lending, and Banking as a Service. 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.

Partner Development Manager

Implementation Specialist

• Hire, lead, and develop a high-performing CES Ops team through clear vision, goals, operating cadence, and standards for excellence
• Develop learning programs that keep this organization on the cutting edge of our field – from AI adoption, technical proficiency, industry knowledge and professional skill development
• Own technical documentation and knowledge programs internally and externally using data from front-line teams, tickets and customer interactions to improve content and deflection
• Align with GTM, Product and Product Marketing on product launch strategies, readiness criteria, enablement plans,
• Lead a “Voice of Customer” program using insights from all CES teams and customer feedback to drive technical improvements in our product areas and increase product adoption
• Guide our CES Ops Engineering team to improve efficiency of the CES team using AI, closing workflow gaps, prioritizing tooling and self-service in partnership with CGX, Product Areas and others
• Define and track core CES Ops metrics (e.g., time to technical proficiency, enablement quality, team confidence, adoption, support efficiency) with an operating cadence that drives continuous improvement
• Own the project management (from vendor selection, compliance, project plan, rollout, adoption, measurement, etc.) of new tooling and experiments
• Partner on org design and development for CES including role clarity, in-person connection, career paths, and talent programs that support a high-performing, inclusive, and scalable organization

Customer Engineering and Support Operations Leader

Product Manager

• Own a product area: define problems, write clear requirements, and drive execution with cross-functional teams.
• Shape the roadmap using data, feedback, and market signals.
• 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.
• Act with a founder mindset–simplify, move fast, and embrace feedback.
• Learn continuously and help raise the bar for Plaid’s products and culture.

Senior Product Manager

Recruitment

• Lead and inspire a team of recruiters focused on Product, Design, Data Science, and Security 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.