Implementation Specialist, Plaid
$126.4-189k
1-5 days a week in office
Data network powering the tools millions of people rely on to live a healthier financial life
Job no longer available
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Job no longer available
$126.4-189k
1-5 days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 5+ years of experience in a client facing and / or technology focused role where business experience and technical acumen was combined
- Experience working with enterprise customers is strongly preferred
- Experience managing and executing technical projects with a customer-first attitude and a strong sense of empathyExcellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences
- Proven ability to quickly learn new technologies and understand complex systems (APIs, databases, reporting tools, etc.)Experience working with APIs is strongly preferred
- Strong troubleshooting and problem solving skills with a continuous desire to improve technical acumen
- Ability to collaborate cross functionally with different teams and types of people
- 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 products, our API and technology
- In this role, you will be responsible for the implementation phase in the customer lifecycle and ensure net-new Plaid customers and partners are properly onboarded and our solution is implemented and launched
- You will be a highly visible technical and product expert in Plaid’s offerings, learning and knowing how to work with and leverage the Plaid API
- You’ll work with clients to answer their technical product or integration questions
- When technical issues arise, you’ll leverage internal tools, teams, and resources to ensure customers meet their development / integration milestones
- In collaboration with Account Managers, you will support clients as they test, pilot and ultimately launch their Plaid integrations
- Members of the Implementation team are expected to manage many 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 customers and partners from all over the financial industry 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, etc
- Serve as the lead technical point of contact for clients throughout the implementation phase, tracking progress towards key milestones to ensure successful and timely launches
- Establish and own relationships with every level of technical stakeholder from Project and Product Managers, to Engineers to senior leadership
- Partner with Account Managers and Technical Account Managers to support clients 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 client onboarding experience as they build with Plaid, collecting and translating customer and partner feedback into meaningful product insights for our Product and Engineering teams
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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