Finance Business Partner Manager Jobs

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Team Description: Plaid is evolving into an AI-first company, and Intelligent Tooling sits at the center of that transformation. The Intelligent Tooling team is being built from the ground up, and our mission is to establish the technical foundations, operating model, and internal platforms that embed AI deeply into Plaid’s coding tools, internal systems, and the entire software development lifecycle. When we are successful, engineers across Plaid will delegate lower-leverage work to AI agents, move faster with confidence, and spend more of their time designing and inventing for customers. Intelligent Tooling owns the platforms and systems that make this possible - from AI coding integrations and SDLC agents to the internal tools that power Plaid’s operations. Role Description: As a Staff Software Engineer on the Intelligent Tooling team, you will build and operate internal systems that directly impact how engineers across Plaid do their work, and own the technical direction for major parts of that surface. This is a hands-on role with significant ownership, where success is measured by real adoption, reliability, and improvements to developer experience. You will work on AI-powered tooling, interna

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About The Team The Financial Reporting and Technical Accounting team is responsible for delivering accurate, timely, and transparent financial reporting, and for providing technical accounting guidance over complex transactions. Team Mission: We drive operational excellence, enable financial transparency, and support Plaid’s growth through accurate reporting, strong controls, and scalable, AI-enabled processes. Role Description As a SEC Reporting Manager, you will support SEC reporting readiness efforts, including assisting with annual audits and quarterly reviews. This role will have operational responsibilities, partnering cross-functionally to implement scalable processes and support accurate and timely accounting and reporting. This role will also support complex accounting areas and perform technical accounting research to ensure compliance with U.S. GAAP. Responsibilities Own the preparation of quarterly and annual financial statements in accordance with U.S. GAAP and applicable SEC reporting requirements, including S-1, 10-K, and 10-Q filings. Lead close-to-reporting processes, ensuring financial statements and supporting schedules reconcile to source records, variances are understood and doc

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Team: Plaid is becoming an AI-first company, and Intelligent Tooling builds internal platforms and tools to lead the transformation. Our biggest opportunity isn't just better tools for engineers, it's extending AI-native internal tooling to the rest of Plaid. Tools built for engineers assume things non-engineers don't have: local toolchains, monorepos, engineer credentials, PR-based workflows. That mismatch means Ops, Support, and other teams can't easily inherit what we build for engineering. They need their own path and we're building that path. Role: As a Senior Software Engineer on Intelligent Tooling, you will build and operate internal systems that empower non engineering teams to automate their workflows with AI. You will own the product and platform layer for internal tools, including the constraints and infrastructure that keep those tools safe and maintainable. There's no existing playbook for this at Plaid. You will define what the right non-eng AI surface looks like, ship its first durable versions, and partner closely with internal users to make sure it solves real problems. You will act as the engineering point of contact embedded with non-engineering teams, running discovery and trans

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Product Security team is responsible for managing the security processes, policies and controls to secure Plaid’s developer and consumer facing products.The product security team is focused on areas like Application Security, Vulnerability Management, Secure Development Lifecycle, Penetration Testing and Cloud Security. We build the services and components that protect Plaid’s products. We move security "left" by engineering common libraries, modules, and workflows that make the secure path the easiest path for all Plaid engineers. Plaid is looking for a Product Security Engineer who is a builder to join our Product Security team. Unlike traditional Product security roles, this position is for a Senior software engineer who wants to solve security challenges at scale by designing and building production-grade services, libraries, and frameworks. Our goal is to make the "secure path" the only path for Plaid developers. The Role You will lead, design and develop security capabilities to manage vulnerabilities lifecycle and automate workflows to reduce KTLO toil. You will own, maintain, and build Plaid’s VM Orchestration service and build solutions to eliminate the entire vulnerability classes. You

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. As an Enterprise Account Manager on our Account Management team, you'll own and grow a portfolio of Plaid's most strategic customers across the UK and Europe, spanning leading fintechs, banks, and enterprise accounts. This is a growth role: you'll be the trusted advisor your customers call on directly for guidance on how to build and deliver a seamless product experience, and you'll use that relationship to identify and deploy new, innovative use cases across your book. You will own commercial growth end to end, from renewals through to multi-product expansion, working closely with Sales, Product, Solutions Engineering, and Legal to get there. Responsibilities Own and grow a portfolio of Plaid's largest and most strategic UK & European enterprise customers Build deep, trusted-advisor relationships with executive sponsors and day-to-day operators, so customers come to you first for product and strategic guidance Proactively grow the account: identify upsell and cross-sell opportunities within the existing book and convert them into deployed use cases Deploy new, innovative use cases across some of the leading fintechs and banks in the UK and Europe Lead commercial conversations including renewals

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. AI and intelligent systems are driving the fifth paradigm shift, following previous technological revolutions like mainframes, personal computers, the internet, and mobile devices. We believe, in the foreseeable future, AI will revolutionize the FinTech industry - from how consumers understand and manage their finances, to how developers build applications and how all companies operate. The fintech industry landscape will undergo a fundamental reshape. Plaid in the FinTech AI Ecosystem Plaid is uniquely positioned to become the financial data and insights backbone for AI applications and platforms in this evolving ecosystem. We believe consumers should be able to understand and manage their financial life through conversational AI interfaces using natural language. We believe consumers should have peace of mind with a trustworthy consent and authorization manager when agents shop for them. We believe identity verification and financial fraud prevention in AI-powered products should feel seamless and embedded for the end users. The list goes on. The most important AI companies, major fintechs, and customer agent platforms are actively trying to integrate Plaid into AI-powered products and solutions t

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. We’re building a team to work exclusively with the financial institutions throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks. Your focus will be on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention. Responsibilities: Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert Partner with

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. We believe every financial services company can benefit from better financial technology. This isn’t limited to the financial services industry, any company offering financial products to consumers deserves the best financial technology. You'll be the individual helping us achieve this vision. You will focus on generating new deals and building strong, long-lasting relationships with companies. You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more. Responsibilities Identify use cases and prospect high growth companies that are ~100 employees and beyond Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion Own mastery of Plaid solutions and evangeli

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Customer Operations team sits at the center of how we scale world-class customer experiences at Plaid. As the Customer Operations Leader, you'll own the strategy and execution of all global ops initiatives in a director level role — leading a team across product operations, customer experience engineering, technical enablement, and org development. As Customer Operations Leader, you'll focus on scaling operations and enablement across the full customer lifecycle for our Customer Engineering organization, including Support, Technical Account Management, Sales Engineering and Professional Services. You'll be responsible for building our VoC programs as a strategic lever to drive insights from our frontline teams into product improvements and adoption strategies. You will build tooling and programs with measurable outcomes that remove friction for customers and empower our customers to serve themselves. Responsibilities Hire, develop, and lead a high-performing Customer Ops team across Product Operations, Customer Experience Engineering and Technical Enablement Own operations strategy and execution across the full customer lifecycle for Support, Technical Account Management, Sales Engineering and P

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Data Governance team makes sure Plaid handles consumer and customer data responsibly — and can prove it. Our mission is to enforce Plaid's privacy commitments and regulatory obligations in the systems themselves rather than in policy documents: we build the platform and controls that govern how data flows through Plaid — where it lives, who can use it, for what purpose, and for how long. That includes verifiable deletion of consumer data on request, enforcement of data-use restrictions so downstream systems can only use data in permitted ways, and the cataloging and classification that let Plaid know what data it holds and how sensitive it is. We operate at the scale of Plaid's entire data footprint, and correctness and auditability matter to us as much as throughput. As a Staff Software Engineer on Data Governance, you will set the technical direction for how Plaid enforces data governance at scale. You'll lead the design of distributed backend systems that reliably delete, restrict, and track data across dozens of services, making architectural decisions whose blast radius spans the whole company. You'll drive multi-quarter initiatives from ambiguous privacy and regulatory requirements through

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid Support ensures our customers' applications can help their consumers live their best financial lives by ensuring our products continue to operate as expected. We investigate the root cause of integration issues, quantify their scope and impact, and when we can’t fix them ourselves, we work with our Growth and Engineering teams to reach a solution. As we continue to grow, we’re looking for Technical Support Engineers (TSEs) to join the team to help us balance the needs of customers, users and internal stakeholders, while navigating critical technical issues. In this role, you will manage issues from their first symptom to their eventual resolution, communicating with our customers and internal stakeholders throughout the process. People who succeed in this role tend to be empathetic, collaborative, technically minded, and most importantly - customer-centric. They have an interest in learning more about financial services, and are excited to help customers resolve complex issues. TSEs work closely with Plaid’s product and engineering teams, and we have a high technical bar to ensure that we all speak the same language. Our Support team sets aggressive goals to meet the standards our customers ex

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. We are looking for a candidate to work exclusively with the leading Insurance companies throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks . Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships within insurance to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in insurance. Responsibilities Identify potential customers and run the end-to-end sales process within our Insurance Vertical Build and maintain relationships with insurance companies from executives to product teams and developers; be viewed as a subject matter expert Partner with our product and marketing teams to continue to define and execute our Insurance segment sales stra

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. 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. Responsibilities: 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 ma

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The design team at Plaid is made up of product designers, researchers, and content strategists who work with our cross-functional partners to create Plaid’s products. Please visit https://designedbyplaid.com/ to learn more about the Design team. As a Product Design Manager on the Dashboard team, you will manage a multidisciplinary team of product designers and a researcher, leading design efforts across multiple product areas at Plaid. As a member of each area’s cross-functional leadership team, you will partner closely with product and engineering to shape direction and outcomes. Your day-to-day responsibilities will include coaching individual contributors, driving high-quality design execution, and collaborating with PM leads to develop product strategy. Alongside owning near-term delivery, you and your team will also define and advance the long-term vision for how Plaid’s products evolve. On the Dashboard team, we focus on shipping experiences and elevating the UX quality of Plaid’s Dashboard— a key surface area for customers and data partners. The Dashboard provides a variety of features and tools for launching with Plaid, integration monitoring, and account management and is the home of emergi

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The SMB sales team is a core part of Plaid’s mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem. Our team is dedicated to building meaningful relationships with our clients, providing innovative solutions that drive growth, and ensuring that Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals, all while fostering a culture of continuous learning and development to align with Plaid's vision of financial accessibility and empowerment. As a Sales Manager, you will lead a team of Account Executives, driving them toward achieving ambitious revenue targets. You will focus on developing talent within your team, fostering a high-performance culture, and ensuring each team member has the resources they need to succeed. You will leverage your deep understanding of transactional and strategic sales cycles to guide your team through new customer acquisitions and account management in a hyper-growth environment. Responsibilities Lead, coach, and develop a team of SMB Account Executives to consistently