Strategic Initiatives, Plaid

$189.6-290.4k

+ Equity

SQL

Tableau

Expert level

San Francisco Bay Area

1-5 days a week in office

Data network powering the tools millions of people rely on to live a healthier financial life

Be an early applicant

Data network powering the tools millions of people rely on to live a healthier financial life

1001+ employees

FintechB2BBankingInternal toolsSaaSAPI

Be an early applicant

$189.6-290.4k

+ Equity

SQL

Tableau

Expert level

San Francisco Bay Area

1-5 days a week in office

1001+ employees

FintechB2BBankingInternal toolsSaaSAPI

Company mission

To unlock financial freedom for everyone.

Job

Company

Role

Who you are

10+ years of total experience, with meaningful time in consulting as well as direct operating roles (BizOps, Strategy & Ops, Finance, Chief of Staff, etc
A track record of independently identifying problems and driving them to outcomes with limited top-down direction
High agency, sense of ownership, and willingness to roll up your sleeves
Ability to build relationships at all levels and drive cross-functional teams to action
Strong analytical and structured-thinking skills; comfort translating ambiguity into frameworks, plans, and decisions
Experience directly managing high-performing teams
Familiarity with AI tools and agents to accelerate workflows is a plus
Knowledge of SQL and Tableau preferred
Experience in fintech, payments, or high-growth SaaS preferred

What the job involves

Work directly with leaders across Plaid on the company's most important and least-defined problems, particularly those at the seams of multiple teams or functions
Identify unowned, high-leverage opportunities across the business and driving them to clean outcomes
Operate across a wide aperture (strategy, GTM, operations, product, etc.) without being boxed into a single lane
Lead (directly or indirectly) high performing teams
Use AI tools and agents as a default part of how you work — not as an experiment, but as a force multiplier

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

Top investors

40% female employees

-15% employee growth in 12 months

Glassdoor (4.2)

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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