Finance Operations Analyst 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. Our New Business team at Plaid 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 can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales. Qualifications 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company) Leading high-level conversations w

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 is looking for customer-facing professionals to manage and grow Plaid’s relationships with high-growth SMB customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented. You will be the primary point of contact for your customers and will work with them on all stages of integrations, scaling, driving adoption, product expansion, and account management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data. Responsibilities Own the overall relationship with your portfolio of customers in our fastest growing customer segment Build relationships with the C-Suite and Product teams to retain and grow revenue Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals Help customers integrate and launch on Plaid Solve complex customer challenges through creative problem solving by working cross-function

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Description of the team The Dashboard Foundations team is the product platform team that stewards the Plaid Dashboard ( dashboard.plaid.com ). As both the portal for applying for production access and also the host for many products, the Dashboard is a critical touchpoint for our customers. Our mission is to build the platform of every product engineer’s dreams, with rich tooling, abstractions, and resources available to support every phase of the software development lifecycle so that developing a high quality, secure product is fast and easy. Our customers are over a dozen teams building in the Dashboard, representing products in areas such as Fraud, Credit, Signal, Account Verification, Transfer products, and more. We are a full stack team made up of former product engineers, drawing upon our experience to set our north star vision. We have in-person members in New York and San Francisco as well as some members distributed in various locations across the United States. Responsibilities You will lead a team of 8 engineers, ranging from Junior to Staff, developing them through clear goal setting, coaching, and feedback. You’ll define and drive the long-term strategy for this foun

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing technical guidance to enable growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate. As a Territory TAM you will collaborate with Partner Account Managers who will surface partner requests based on technical needs. From there you will drive the technical engagement, acting as an expert resource to assist customers with integration reviews, troubleshooting, and technical best practices to help them maximize their use of Plaid products. You will play a crucial role in enabling customer success at scale. Responsibilities: Work with Partners across segments to provide technical guidance and support through a variety of channels including email and phone, ensuring they’re getting the most out of their integration with Plaid Manage inbound requests to assist customers with a variety of technical needs including integration reviews, solutions consulting/best practices, and

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’s go-to-market Partnerships team drives growth by building and scaling relationships with strategic partners. Through integrations, these partners help extend Plaid’s Credit, Lending, and Banking solutions to more businesses and consumers. Partner Marketing plays a critical role in this ecosystem, enabling partners to attract, engage, and onboard customers at scale—making it one of the most effective levers for accelerating growth across Plaid’s partner network. We're looking for a Partner Marketing Manager to own the design and execution of joint marketing programs with Plaid's partners. This role is responsible for translating business objectives into clear GTM plans — covering propositions, launches, campaigns, enablement, and performance measurement — and acting as the primary marketing contact for partners across key product areas. Sitting within the Growth Marketing organization, you'll report to the Customer & Partner Marketing Lead and work alongside the Partner Marketing Manager. This is a high-impact, highly collaborative role for someone who enjoys building strong partner relationships, influencing across teams, and turning complex product positioning into compelling marketing 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. Plaid is looking for customer-facing professionals to manage and grow Plaid’s relationships with high-growth FinTech customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented. Qualifications Demonstrated relationship management and sales experience. Customer empathy and deep desire to see customers succeed. Desire to get technical and the ability to learn the ins and outs of Plaid's APIs. Some familiarity in financial services and technical products; a high degree of intellectual curiosity. Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. Ability to work with all types of people and build long-lasting relationships. Strong Sales experience (negotiation/value-selling). Executive level communication skills - written and verbal. Relationship building (understand how to leverage internal/external executives, product, etc). Retention and Termination-save tactics. Responsibilities Own and manage the overall relationship with your portfolio of customers in our fastest growing cus

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. Security Engineering is the engineering function inside the Plaid security org that focuses on developing the industry-leading security systems and infrastructure. Security Engineering owns most of Plaid’s security-related infrastructure: secure data storage, key management systems, internal identity platform, internal authentication systems, internal permission management, and internal authorization service. We develop solutions across data encryption, key management, access control, and data loss prevention to protect sensitive consumer data. We believe in the Zero Trust security model and are always looking for ways to improve our authentication and access control platforms. About the role You will develop security capabilities to secure Plaid infrastructure and to secure sensitive data access. You will own, maintain, and build Plaid’s security infrastructure and services like Key Management System and Secure Token Service. You will consult with product engineers to ensure Plaid services meet security standards. You will help educate and support other engineering teams to improve security in their own products and services. You will assist with Plaid’s incident response and security awareness pro

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 Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to shape how consumer and business interactions with their finances will drastically improve in the coming years. Plaid is looking for an experienced customer-facing professional to manage and grow our client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long-term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients. The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. We are the Data Foundation & AI team within Plaid’s Data organization. Our mission is to build the shared ML and AI infrastructure that powers intelligent capabilities across Plaid’s product suite. We develop the foundational systems, models, and data assets that transform Plaid’s unique financial network data into scalable, general-purpose representations that teams across the company can leverage. Our work spans the full ML lifecycle — from large-scale data curation and model pretraining to production serving, evaluation, and monitoring. As part of the team, you’ll work at the intersection of machine learning infrastructure, applied AI, and distributed systems, helping establish the core AI platform that enables innovation across Plaid. As a Staff Machine Learning Engineer, you will lead the technical strategy and development of Plaid’s foundation models, driving key decisions across pretraining objectives, model architecture, and fine-tuning approaches that power a wide range of downstream product applications. You will serve as the technical lead for the full machine learning lifecycle, overseeing everything from data curation and experimentation to production deployment,

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 Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing proactive strategic and technical guidance, which enables growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate. This is a strategic, high-impact technical leadership position. You’ll own the long-term technical success of some of the most innovative FinTech companies in the world, influencing how millions of users experience financial connectivity. You will be a product expert in Plaid's offerings, owning many customer relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings. You’ll be the technical voice and advocate for your customers internally, helping to shape Plaid’s product direction based on real-world feedback and impact. You will work in partnership with Account Manager(s) and several other cross-functional teams to be the primary driver of the design and execution of technical strategies that help our customers achie

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, Seattle, Washington D.C., Raleigh, 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 sol

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. We are the engine of revenue growth at Plaid. We generate sales pipe for the business and develop the company’s future sales talent. Role Description: You will oversee a team of 3-8 new business representatives: You will be responsible for managing them to hit their quota and other key metrics You will lead team performance to deliver business needs: You will partner with Marketing and Sales leadership to ensure we generate pipe to the appropriate level and quality to hit business targets You will recruit, build, and nurture a high performance team: Identify strong sales talent, onboard them, and coach them to develop professionally Responsibilities: Pipeline development and management: Ensure pipe generation meets business targets; Partner with Marketing and Sales leadership to unlock and unblock pipe creation Coaching and mentorship: Coaching team develop their sales acumen and achieve professional ambitions Team building: Hire, develop and promote world-class talent through ever-green recruiting efforts Minimum Qualifications: 3+ years of experience ideally with at least 1 year of team management experience Sales experience: Experience as an AE or sales development manager Experience selling tech

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The SMB Account Management 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 solutions that drive growth, and ensuring Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals while fostering a culture of continuous learning and development. The Account Management team leverages our deep technical, product, and industry knowledge to help our SMB customers build and scale amazing applications and businesses. We act as partners, advisors, and advocates for our customers to help shape how their customers interact with their finances. As the SMB Account Management Lead, you'll be responsible for managing and growing the SMB customer base, as well as setting the vision and strategy to build long-term partnerships. You will lead a team of account managers who work with some of Plaid's most dynamic SMB customers. You'll collaborate cross-functionally across product

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. About the team The AI GTM team works with a cross-functional pod to accelerate Plaid’s footprint in AI. Our goal is to sell into and partner with AI companies of all sizes, from the largest model companies to small startups. This team works cross functionally, internally and externally, to ensure Plaid is the financial and identity provider of choice for AI companies; while also working closely with product and engineering to future proof our product set in an AI-driven ecosystem. AI is reshaping how companies build and interact with financial systems. This role is critical to ensuring Plaid captures this opportunity—by partnering with the most innovative AI companies, shaping new use cases, and helping define how financial infrastructure powers the next generation of applications. In this role, you will serve as a critical link between our GTM teams (across sales, account management and partnerships), our product team, and the external AI market. You will be responsible for operationalizing our AI strategy, helping us win key deals, and ensuring our roadmap reflects the needs of our current customers and partners. You’ll work at the forefront of AI and fintech, driving deals and