AI Marketing Technologist Lead, Plaid
$170.4-223.2k
+ Offers equity
2+ 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
Be an early applicant
$170.4-223.2k
+ Offers equity
2+ days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- Bachelor’s degree in Marketing, Business, Information Systems, Computer Science, or a related field (or equivalent practical experience)
- Hands-on experience designing and deploying AI-powered workflows, agentic systems, or marketing AI agents that improve operational efficiency and scalability
- Demonstrated success driving transformational change within an organization, including influencing teams to adopt new technologies, workflows, or operating models
- Strong experience working with LLMs, prompt engineering, AI automation platforms, and emerging AI technologies
- Deep understanding of marketing operations and experience with marketing automation platforms, including campaign creation, workflow management, testing, and optimization
- Proficiency with SQL, Tableau, and other BI/data visualization tools, with the ability to analyze large datasets and translate insights into actionable recommendations
- Strong analytical and systems-thinking mindset, with the ability to identify inefficiencies, solve complex operational problems, and design scalable solutions
- Excellent cross-functional communication and stakeholder management skills, with the ability to influence and collaborate across Marketing, Operations, BI, and Engineering teams
- Highly organized and execution-oriented, with strong attention to detail and the ability to manage multiple initiatives simultaneously in fast-paced environments
- Comfortable operating in ambiguity and rapid change, with a proactive, builder-oriented mindset and a strong drive for continuous improvement
- We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
What the job involves
- The Marketing Operations (Ops) Team at Plaid builds the essential foundation that enables the Marketing function to operate efficiently, scale sustainably, and align with the company’s strategic goals
- We focus on people, technology and process to drive operational excellence and optimize marketing performance
- Our team is focused on creating and executing impactful marketing strategies that resonate with our target audiences, drive sustainable growth through high-quality pipeline generation, and enhance marketing efficiency
- By integrating innovative technologies, we strive for seamless workflows and data-driven decision-making. We also continuously strengthen the foundation of a high-performing marketing organization, ensuring that processes and systems are in place to support long-term success
- Own the strategy and execution for integrating AI into marketing workflows, identifying high-impact opportunities to improve efficiency, scalability, and performance
- Design, build, and deploy AI-powered agents and automations that support marketing workflows
- Evaluate emerging AI tools and technologies, staying current on industry trends and translating new capabilities into practical marketing applications
- Partner cross-functionally across Marketing, BI, GTM Ops, and Web Engineering teams to implement and scale AI-enabled workflows and drive adoption
- Lead change management efforts by training teams, evolving workflows, and helping employees transition from manual execution to managing AI-assisted systems
- Partner with stakeholders on optimizing the marketing technology ecosystem, including AI tooling, APIs, data flows, Salesforce integrations, BI tooling, and marketing automation infrastructure
- Operates with a strong builder mentality, driving 0-to-1 development of scalable, secure, and automated marketing systems that improve operational velocity and reduce manual work
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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