Business Operations, Plaid

Payments

$136.8-162k

+ Commission (if applicable) & Equity

SQL

Tableau

Junior and Mid level

New York

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

$136.8-162k

+ Commission (if applicable) & Equity

SQL

Tableau

Junior and Mid level

New York

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

The role requires someone who is highly analytical and strategic, approaches problems in a structured manner, and is comfortable with ambiguity
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 plusKnowledge of how to leverage AI tools in workloads a plus
Direct experience with Finance / Tech
Experience with operational improvement projects

What the job involves

The Business Operations team is focused on solving some of Plaid's most pressing business issues. We are a small team of individuals with complementary skill sets
This role will partner directly with Plaid’s Payments team, a cross-functional team with a mission is to harness Plaid’s network—spanning coverage, intelligence, and conversion—to deliver seamless, secure, and intelligent payment experiences for customer
In this role, you will work collaboratively across Product, Go-To-Market, Partnerships and Ops teams on a variety of strategic initiatives with a direct and quantifiable impact on our customers, partners, and P&L
You will perform critical data analysis to help inform our strategy and operations, and own many of the day-to-day processes that ensure the business is meeting its goals
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

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 (4.1)

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.

Salary benchmarks

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