Finance And Strategy Manager in United States

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 Credit team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established lenders take their growth to the next level. Our thesis is that every lender can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives, including approving more borrowers and reducing overall portfolio risk through Plaid’s innovative credit solutions. In this role, you'll be the individual helping us achieve this vision. Your focus will be on engaging a curated list of lenders that don't currently work with Plaid, identifying opportunities to partner, and owning the end-to-end sales process. Additionally, you’ll be working with Plaid's existing lending customers, deeply understanding their business, and aligning our solutions to help them achieve both near and long-term goals. This role will work across all segments at Plaid to partner with the segment Account Executives to accomplish these goals. Responsibilities: Identify opportunities for Plaid solutions to deliver value, with both prospective high-growth and existing lending customers Develop a book of high-potential engaged prospects and maintain a suffic

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. This Week in Fintech is the largest global fintech media company with 200,000+ subscribers to a publication that provides insights, news and connections within the financial technology ecosystem. What began as a newsletter focused on curating and sharing industry updates, trends and innovations in the fintech space has grown to include a range of products including podcasts, events, conferences and an online community to bring together fintech professionals, investors, and enthusiasts worldwide. Building on top of our deeply established and highly respected newsletter ecosystem, we are actively expanding into a full-scale, elite newsroom operation. We are investing heavily in original journalism, breaking news and deep enterprise reporting. This is a rare opportunity to join a growing team at the ground floor and directly shape the voice and direction of a major business publication. We are looking for an enterprising, sharp and relentless full-time reporter to help us build the front page of Fintech. Whether you are an experienced business journalist or a standout newsroom intern ready to make your mark, we care about your financial literacy, news instincts and drive more than the number of years o

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 Growth & Experience (CGX) team owns the full customer lifecycle - from the moment a customer lands on plaid.com to their journey across onboarding, activation, adoption, and long-term success. Within CGX, the Growth team owns Plaid's highest-leverage revenue levers. We optimize the self-serve funnel from a customer's first onboarding step through go-live and scale, build the upsell motion that expands existing customers, partner with GTM to remove friction from the sales flow, and own the premium enterprise features that unlock our largest customers. We operate data-first, using funnel analytics and experimentation to find and prioritize the bets that move the business. As a Product Manager on the Growth team, you'll own one of Plaid's highest-leverage revenue surfaces: the self-serve funnel that takes customers from their first onboarding step through go-live and scale. You'll work to increase acquisition, reduce friction, and improve revenue efficiency across the SMB and long-tail base. You'll partner closely with the Web team, Engineering, Design, BI/DS, Marketing, and Sales to build the upsell motion that expands existing customers, whether served in-product or routed to GTM as

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 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. Team Overview The TechOps team is the technical foundation that is a major stakeholder in keeping the company running. We own the systems, tools, and infrastructure that every Plaid employee depends on, from identity and endpoint management to help desk support, office infrastructure, and the internal tooling that powers day-to-day productivity. What sets us apart from a traditional IT team is how we approach our higher-level goals. We treat corporate infrastructure like an engineering problem: configuration lives in code when possible, endpoint provisioning is automated, access assignment is self-service, and we're always looking for ways to make our systems more reliable and our support burden smaller. We're a small team with broad ownership and high standards. We work closely with Security, Engineering, and People teams to make sure Plaid's internal environment is secure, scalable, and ready for where the company is going, whether that's a new office, a new compliance requirement, or a new way of working enabled by AI tooling. Role Overview In this role, you'll take part in our on-call rotation for a few hours each week, but this isn't just a break/fix IT position. It's a chance to build, improve

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 Product Sales team at Plaid is a specialist, solutions-focused sales organization responsible for driving adoption and growth of Plaid’s emerging products across both new and existing customers. This team plays a critical role in scaling products, translating customer needs into commercial opportunities, and accelerating Plaid’s next phase of growth through consultative, value-driven selling. About the role In this role, you will own the full sales cycle for Plaid’s Fraud solutions, driving new business and expansion within existing customers. You will act as a subject matter expert across fraud, risk, and identity verification, partnering closely with Account Management, Product, and Go-To-Market teams to identify high-impact use cases and deliver measurable customer value.This role is ideal for a self-starting seller who operates with ownership, thinks ahead, anticipates risk, and takes proactive action, while embracing a collaborative, win-as-a-team approach with fellow sellers and cross-functional partners. Responsibilities Own new business and expansion revenue for Plaid’s Fraud and Identity solutions across a defined territory. Build deep customer relationships and clearly a

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. Overview The Product Sales team at Plaid combines deep product and market expertise to drive adoption and revenue for Plaid's most strategically important solutions. We partner closely with Account Executives, Account Managers, and GTM leadership to develop and close deals across both new and existing customers. The Payments team specializes in bank payments, ACH risk, and money movement — products at the core of Plaid's growth that represent a significant and under-penetrated market opportunity. Role As an Account Executive, Product Sales - Payments, you will drive revenue growth for Plaid's growing suite of Payments solutions– Account Verification, ACH Risk Optimization, and Money Movement. Your primary focus is partnering with account teams to develop and close opportunities. You bring deep payments expertise and a commercial skillset to customer conversations at all levels, translating business problems into Plaid solutions and contributing directly to how we go to market. Responsibilities Drive ACV attainment for Payments solutions across your assigned segments, with clear accountability for pipeline generation and deal execution Partner with AEs and AMs on discovery through close; take direct

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 mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Fullstack Software Engineer, you will design and build the systems and experiences that power how millions of people connect to their finances. You will work across the stack, building scalable backend services and APIs while also crafting intuitive, high-quality frontend experiences that bring those systems to life. This role is ideal for engineers who enjoy switching between backend problem-solving and frontend user experience work, and who are excited to grow their impact across both. You will collaborate closely with product managers, designers, and other engineers to ship products that are reliable, secure, and delightful to use. At Plaid, engineers take ownership early, contribute to architectural decisions, and see their work reach millions of users. Responsibilities: Design & Development: Design, develop and maintain both frontend and backend components Majority Backend Focus (60-70%): Develop APIs and services, focusing on scalability, security and performance. Frontend Focus (30-40%): Build delightful experiences using modern JavaScript frameworks an

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 mission of the Developer Relations team is to empower developers to easily use and understand Plaid’s products, delivering a supportive, industry-leading developer experience via scalable, broad-reaching methods. The scope of this role covers all of Plaid's commercially available, customer-facing products. We’re looking for an experienced Developer Relations Engineer to help the world’s fintech companies (and we believe every company is a fintech company, even if they don't know it yet) integrate with Plaid's APIs. In this role, you’ll create best-in-class developer experiences, cementing Plaid's reputation as the most trustworthy, developer-friendly financial services API. This is a highly technical, highly visible role with direct impact on Plaid’s product, brand, and developer experience. Responsibilities Create and evolve developer documentation for Plaid’s APIs – writing new content, and improving clarity, accuracy, and usability of existing content. Distill complex technical topics into approachable, accurate explanations for a broad developer audience. Design and build sample applications, demos, and tutorial videos that demonstrate the benefits of integrating with Plaid’s APIs and the be

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 institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience. 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

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. Plaid’s Consumer team owns all of Plaid’s consumer facing surfaces. This includes Link, Plaid’s flagship product, which has been used by over half of all US adults to share their information safely and securely with financial applications. Link drives the vast majority of Plaid’s revenue. We’re also working on some exciting, 0-1 consumer initiatives. Both areas are top business priorities. As part of Plaid’s first Consumer team, you will lead product development and execution within a startup-like environment at Plaid. Responsibilities Define an ambitious vision / roadmap, sign up for quarterly / half year goals, and partner with the cross-functional team to hit them Drive prioritization and execution (build, measure, iterate) Identify opportunities through consumer feedback and staying close to our data / dashboards Partner with cross-functional team (design, research, data science, legal, and compliance) to do all of the above Qualifications You have successfully launched large consumer facing features driving meaningful outcomes at B2C companies You start with the consumer problem and have held a high bar for consumer experience You naturally gravitate towards using data to make strategic decisio

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. Senior Data Scientist - Network Value (Plaid App) The Network Value Data Science team is helping Plaid build an industry-leading fintech consumer network with best-in-class products and user experiences. We are a product analytics team embedded in key product areas across Plaid. We support some of Plaid’s most important OKRs and help execute on product roadmaps. We translate ambiguous product questions into tractable analysis, serve as analytical thought partners throughout the org, identify opportunities to build better products, and champion a data-first decision-making approach everywhere we go. You’ll be a Senior Data Scientist supporting Plaid App, a critical user-facing product within Plaid’s Network Value portfolio. In this role, you’ll become a data and analytical thought partner to product managers and engineers, helping drive data-informed product development as the team launches and scales the product from 0 to 1. You’ll translate business questions into analytics projects, perform ad-hoc and strategic analysis, improve visibility into core systems through data modeling and dashboarding, create OKRs and metrics tied to business goals, and support feature ship decisions through experimenta