Lead Legal Operations Manager, Plaid
$190.1-237.6k
Offers Equity
Salesforce
Senior and Expert 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
Posted today
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
FintechB2BBankingInternal toolsSaaSAPI
Posted today
$190.1-237.6k
Offers Equity
Salesforce
Senior and Expert 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.
Role
Who you are
- You’re a proactive and creative problem-solver who spots process gaps before others see them and builds scalable fixes
- You’ve owned a legal budget and outside counsel spend, managed legal vendors, and led legal tech decisions
- You’ve done the hands-on commercial contracting work earlier in your career (Ironclad, AI contract tools, the whole stack), and you know it well enough to guide someone else through it
- At this point, you’re just as excited about setting strategy, growing a teammate, and operating at the program level as you are about running day-to-day workflows yourself
- You’re a clear, empathetic communicator who can cut through complexity, bring people along through change, and build credible partnerships across the org
- And you bring data to the table when you diagnose problems, set priorities, and measure impact
- If you thrive in a fast-paced environment, love turning messy operational problems into clean, scalable solutions, and get energy from helping a legal and compliance team do its best work, we’d love to talk to you!
- 7+ years in legal operations at a high-growth company, including direct experience running contracting operations earlier in your career. Strong program management, cross-functional leadership, and people management chops
- You’ve owned a legal budget and managed outside counsel spend before, including running a spend management and e-billing platform, writing and enforcing outside counsel billing guidelines, and partnering with Finance on forecasting and accruals
- Experience managing legal vendor and outside counsel relationships across evaluation, onboarding, performance, and renewal
- Deep, hands-on expertise administering a CLM platform (Ironclad strongly preferred), including workflow configuration, template management, and integrations (Salesforce in particular). Plus real experience running legal-focused AI tools (Claude for Legal, Harvey, GC.AI) in production: not just piloting them, but scaling adoption, building the guardrails and quality controls, and showing the productivity gains. This expertise is the foundation for the role. You won’t be running day-to-day commercial contracting yourself, but you’ll set the tech strategy and guide the person who does
- Clear, empathetic communicator who can cut through complexity, bring stakeholders along, guide teams through change, and build credible partnerships across the org
- You turn operational problems into structured, scalable solutions using technology, process design, and systems thinking, and you let data inform how you diagnose issues, set priorities, and measure impact
- 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
- We’re looking for an experienced Legal Operations Lead to scale and run the systems, processes, tools, and budget that power Plaid’s legal and compliance team
- Reporting to the Head of Commercial Legal, you’ll own the legal and compliance team’s technology strategy and roadmap, the team’s budget and outside counsel spend, vendor management, data and reporting, and other high-impact cross-functional initiatives that move the team forward
- You’ll also have the opportunity to continue developing one Commercial Legal focused Legal Operations team member, who is responsible for day-to-day contracting operations
- As Plaid keeps growing, our legal systems, operations, and budget discipline are going to matter more and more, and you’ll be at the center of shaping how that looks
- Legal Technology & AI Strategy. Set the strategy, governance, and roadmap for the legal and compliance team’s tech stack, with a real focus on how AI changes the way Legal works. Take what we’ve already built with tools like Claude for Legal and Harvey and drive us into the next phase: deeper integration into day-to-day workflows; broader rollout to more use cases (contracting, research, knowledge management, intake, drafting); and measurable productivity gains. Sharpen our point of view on where AI delivers the most leverage, set the guardrails and quality bar for how the team uses these tools, partner closely with Business Operations on Plaid-wide end-to-end integrations, and make sure our tech investments are actually paying off
- Legal Budget & Outside Counsel Spend. Own the legal and compliance team’s budget, including legal billing operations and outside counsel spend. Build and enforce outside counsel billing guidelines in Brightflag, partner with Finance on forecasting and accruals, and continue to bring real discipline to how we manage legal spend
- Data, Metrics & Reporting. Build dashboards and tracking that give us real visibility into legal and compliance team performance, contracting throughput, and spend. Use the data to surface trends and risks, drive continuous improvement, and partner with the Head of Commercial Legal on regular reporting to leadership
- People Leadership & Development. Coach and develop the Commercial Legal–focused Legal Operations team member who reports to this role. That means investing in and setting clear expectations for their growth so they keep developing as a legal ops professional while running day-to-day commercial contracting. You’ll be their manager, mentor, and advocate, and a big part of how you’ll be measured is how much they grow
- Legal Vendor Management. Manage Plaid’s legal vendor relationships, outside counsel, and the platforms that make up our legal tech stack. This includes our Ironclad CLM, Brightflag billing platform, Discern corporate registered agent services, and our e-discovery tools at Logikcull and Reveal. Run intake, evaluation, onboarding, performance, and renewal so we’re consistently getting the right value from each one
- Program Management & Enablement. Drive the cross-functional programs that keep Legal moving well (new tooling rollouts, process changes, and enablement training), partnering with Sales, Product, Finance, Business Operations, and other teams to land them well. You’ll unblock the team on complex or escalated process questions, build on our strong partnerships with our key stakeholders, and make sure legal and compliance workflows stay well-integrated with the broader tech, budget, and reporting programs you own
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
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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