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. About the Team: The Security Governance, Risk, and Compliance (GRC) team is part of Plaid’s security organization, focused on enabling the business by proactively managing information security risks and maintaining effective controls. Our mission is to reduce the likelihood and impact of security risks while operating a robust assurance program that builds trust with our customers, consumers, and data partners. We partner closely across the company to ensure Plaid’s platform remains secure, resilient, and aligned with industry and regulatory expectations. The Security Contracts workstream is a core part of our Security Assurance and Trust Enablement program — ensuring Plaid's contractual security obligations with customers and data partners are defensible, consistent, and never a bottleneck to deal velocity, all while building trust. About the Role You will own Plaid’s Security Contracts workstream end-to-end—the DRI for how security contract reviews get done, how fast they move, and how the program improves over time. You will review security provisions in customer MSAs, DPAs, and security addenda, identify unacceptable clauses, and provide Legal and GTM with the actionable security feedback they n

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 Infrastructure team builds the platforms and tooling that help engineering teams develop, deploy, and operate production systems safely. Release Engineering owns the path from merge to production, including Plaid's zero-touch deployment system, progressive rollouts, metric-gated analysis, and automatic rollback. Our goal is to make safe shipping the default for every product team. As a Staff Site Reliability Engineer on Release Engineering, you'll define and scale Plaid's reliability practices across product engineering. You'll architect our SLO and error-budget programs, drive the adoption of progressive delivery, and ensure new products are production-ready. By partnering across product and platform teams, you'll translate complex production needs into intuitive, self-service tooling. This is a hands-on technical leadership role where you'll shape the future of our deployment systems—ensuring they remain fast and safe even as AI-assisted development increases code velocity. What excites you Lead the expansion of reliability standards across product engineering, converting foundational infrastructure into lasting operational habits and tooling. Architect and manage the SLO and error-budget

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. Making data driven decisions is key to Plaid's culture. To support that, we need to scale our data systems while maintaining correct and complete data. We provide tooling and guidance to teams across engineering, product, and business and help them explore our data quickly and safely to get the data insights they need, which ultimately helps Plaid serve our customers more effectively. Engineers on Data Infrastructure are domain experts in Data Warehouse, Data Lakehouse, Spark, Workflow Orchestration, and Streaming technologies. We scale our existing data pipelines in a performant and cost efficient way while creating the necessary abstractions to make developing on top of this platform extremely simple for other engineers at Plaid. Responsibilities Contribute towards the long-term technical roadmap for data-driven and machine learning iteration at Plaid Leading key data infrastructure projects such as improving ML development golden paths, implementing offline streaming solutions for data freshness, building net new ETL pipeline infrastructure, and evolving data warehouse or data lakehouse capabilities. Working with stakeholders in other teams and functions to define technical roadmaps for key backe

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. 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. 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