Product Manager, Plaid
Financial Management
$180-270k
1-5 days a week in office
Data network powering the tools millions of people rely on to live a healthier financial life
Open for applications
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Open for applications
$180-270k
1-5 days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- The ideal candidate has led technical, API-based B2B products, communicates complex concepts with clarity, and makes bold, informed decisions in ambiguous environments
- 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
What the job involves
- The Financial Management team builds the APIs that power some of the most influential digital finance experiences today: from budgeting apps to the financial management tools offered by banks and wealth platforms
- Our mission is to unlock financial freedom for everyone by helping consumers and businesses better understand and manage their money
- We do this through advanced data aggregation and machine learning systems that turn consumer-permissioned financial data into actionable insights
- These products enable developers, banks, and fintechs to build intuitive financial tools that help millions of people achieve their financial goals
- Plaid’s Financial Management products include Transactions, Investments, and Liabilities, which sit at the heart of the open banking ecosystem
- As the Product Manager for this area, you’ll identify and deliver new opportunities to make these products even more valuable to our customers and partners
- You’ll work closely with customers to uncover emerging use cases, quantify their potential, and partner with engineering to bring those ideas to life
- Product Managers at Plaid own the end-to-end problem spaces they’re solving
- In this role, you’ll define product direction, drive new capabilities into our core offerings, and ensure strategic alignment from architecture to operations to go-to-market
- 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
Our take
Plaid builds infrastructure that allows consumers to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.
Plaid has integrated with over 12,000 financial institutions in the US, Canada, the UK and Europe. And about a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs).
The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts. This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2025
$575m
LATE VC
Apr 2021
$425m
SERIES D
Total funding: $1.3bn
Company benefits
- Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
- Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
- Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(Co-Founder & CEO)Previously, Zach was a Consultant at Bain and a Research Fellow and Trustee at Duke before co-founding Plaid ion 2012.
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