Implementation Specialist, Plaid
$126.4-189k
Infrastructure and APIs for FinTech
Open for applications
Infrastructure and APIs for FinTech
1001+ employees
Open for applications
$126.4-189k
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- 7+ years of experience in a client facing and / or technology focused role where business experience and technical acumen was combined
- Experience working with Enterprise (or similar level of complexity) customers
- Experience managing and executing complex technical projects with a customer-first attitude and a strong sense of empathy
- Exceptional project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences
- Experience working with APIs, OAuth, webhooks, etc
- Proven ability to quickly learn new technologies and understand complex systems (APIs, databases, reporting tools, etc.)
- Strong troubleshooting and problem solving skills with a continuous desire to improve technical acumen
- Experience working cross functionally with different teams and types of people
- Ability to influence both internal and external stakeholders across different functions and organizational levels
- Ability to work under pressure to meet deadlines and navigate unexpected roadblocks with ease
What the job involves
- As Implementation Specialists, we are responsible for guiding and helping Plaid’s most strategic customers and partners integrate with Plaid solutions
- We work closely with both Account Executives and Account Managers, in addition to many other internal teams such as Sales, Product, and Support
- In this role, you will be responsible for the implementation phase in the customer lifecycle and ensure net-new Enterprise Plaid customers are properly onboarded and our solution is implemented and launched successfully
- This stage is incredibly important in the success of our customers, as for many, their Plaid integration is the foundation of their application and / or platform
- You will be a highly visible technical and product expert in Plaid's offerings, working with some of Plaid’s largest and most strategic customers in the Enterprise segment to answer their technical product and integration questions
- You’ll approach every engagement with a consideration for long term strategy and use creative problem solving and project management skills to keep customers on track to launch
- When technical issues arise, you’ll leverage internal tools, teams, and resources to ensure customers meet their milestones
- You will support customers as they test, pilot and ultimately launch their Plaid integrations
- Members of the Implementation team are expected to manage multiple implementations / customers and partners simultaneously, and to stay up to date on Plaid’s technological improvements and new product offerings
- Work with Plaid’s most strategic Enterprise customers to build out applications and / or platforms across a variety of different verticals and use cases including (but not limited to), lending, wealth management, financial management, account opening, student loan refinancing, fraud detection, property tech, healthcare, billpay, etc
- Serve as the trusted advisor and lead point of contact for customers throughout the implementation phase, tracking progress towards and holding customers accountable to key milestones to ensure successful and timely launches
- Own all aspects of the customer engagement, including technical support, project management, customer success, creative problem solving, long-term strategy, etc
- Establish and own correspondence with every level of technical stakeholder from Project and Product Managers, to Engineers to senior leadership during the implementation period. This includes actively communicating via multiple channels including Slack, email, and recurring meetings
- Partner with Account Executives, Account Managers and Technical Account Managers to support customers in building out end to end workflows that align with Plaid’s technical best practices
- Support ongoing testing efforts by troubleshooting and providing technical insights
- Work cross-functionally to improve the customer onboarding experience as they build with Plaid, collecting and translating customer and partner feedback into meaningful product insights for our Product and Engineering teams
- Ensure a streamlined handoff to the Account Team upon completion of the implementation phase
- Focus on building a refined and repeatable implementation motion within the Enterprise segment to drive implementation efficiency
Our take
Plaid builds infrastructure that allows a consumer 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 12,000 financial institutions in the US, Canada, the UK and Europe. 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. Despite its strong position, it has not been immune to the difficult global economic situtation and was forced to restructure at the end of 2022, laying off some of its workforce. However it is still experiencing growth and is well-positioned to weather the current economic uncertainty.
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
- Monthly wellness stipend (gym on us)
- We offer breakfast, lunch, and dinner to keep you well-fed and healthy (when working from the office)
- From medical, life, dental and pension schemes, we’re here to support your physical, mental, and financial wellbeing
- We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids
- Every Plaid is in control of their career development with our learning stipends, tools, and trainings
- We give Plaids the freedom and flexibility to choose where they work - whether that is in a Plaid office, at home in any supported location, or a mix of both!
- Two weeks of synchronous, company-wide vacation
- We want to make sure you have time to meet your personal needs with unlimited PTO
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(CEO)He was a Consultant at Bain and previously a Research Fellow and Trustee at Duke before co-founding Plaid
William Hockey
(Board Director)He was previously an associate at Bain and has since moved on from Plaid to become Co-CEO at Column
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