Finance Operations Transformation Manager in San Francisco

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 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, this role sits at the intersection of Growth and GTM. We own the product experience for sales-worked customers across every segment — onboarding, premium features, upsell and cross-sell, and offboarding — and the internal tooling that makes Plaid's own sales organization faster and more effective at every stage of a deal. We're focused on growing and retaining the accounts sales brings in, and on using AI to meaningfully change how sellers and their accounts get served, not just to speed up existing steps. As a Product Manager on Sales-Assisted Growth, you'll own the experience for customers who come to Plaid through our sales team — SDRs, AEs, AMs from onboarding through expansion and offboarding: how they get set up, which premium features they unlock, how they discover and adopt new products, and how they're communicated with along the way. You'll also own the internal tooling that removes manual work for sellers and gives them the right view of their accounts

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 Our Network Enablement and Access team works to unlock the potential of Plaid's network by broadening and deepening our connections with data partners. We build the capabilities that help data providers participate in the network, strengthen the quality and reliability of those connections, and enable great products and experiences for Plaid's customers. Within Network Enablement and Access, the Data Supply Traffic and Health team owns how Plaid's requests flow to the data providers we depend on. We manage the load placed on each provider, the constraints that shape our access, and the fair allocation of capacity across Plaid's products and new initiatives. As paid access expands across the network, we also work to keep that traffic reliable, efficient, and cost-effective. As the Product Manager for Data Supply Health and Traffic, you will establish and lead a new product area at the foundation of every Plaid product. You will define how Plaid allocates constrained provider capacity, scales traffic across products, and manages the economics of paid data access. You will also optimize for data freshness, balancing timeliness with provider capacity and cost so Plaid's

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're looking for a Creative Producer to manage the end-to-end production of creative work across Plaid's marketing and brand campaigns, from paid ad content and growth marketing assets, to event activations, to partner and customer marketing deliverables. This role partners closely with marketing, brand, and design to keep creative work moving: intake is clear, timelines are realistic, quality bars are met, and nothing falls through the cracks between "we need this" and "it's shipped." You thrive on variety. One week you might be managing production for a paid digital campaign, the next coordinating creative for an on-site event activation. This is an execution-focused role: you take defined project plans and briefs and run them with rigor, using sound judgment on day-to-day production decisions while partnering with your manager/stakeholders on more ambiguous or higher-stakes calls. Responsibilities Manage production for paid marketing campaigns, coordinating asset creation, timelines, and approvals across creative and marketing stakeholders Support partner and customer marketing projects, producing creative deliverables that meet both brand standards and partner/customer requir

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. Plaid’s Partnerships team develops strategic relationships with technology platforms and other ecosystem partners that expand the reach and impact of Plaid’s products. This role will focus on data and product partnerships that power Plaid’s Credit products and insights. Plaid’s Credit team is building the future of lending by making cash flow data as widely used and trusted as traditional credit data. Our mission is to expand access to more affordable credit by giving lenders real-time financial insights that improve risk assessment and decision-making at scale. In this role, you will build and manage the external data partnerships that power Plaid’s Credit products. The partner ecosystem is broad and includes traditional credit data providers, alternative data providers, financial infrastructure companies, and other sources of differentiated data and insights. You will work closely with Product and Engineering to understand where new data can improve existing products or unlock entirely new capabilities. You will identify and prioritize partners, develop creative commercial structures, and negotiate complex agreements that balance product, economic, and strategic considerations.

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. 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 building out Plaid’s first B2C product, which is an exciting, 0-1 space for us. Both areas are top business priorities. As the Link Growth PM, you will own conversion at Plaid and evolve it for a growingly agentic world. Link is the front door to Plaid’s products, so this is a meaningfully large responsibility: (1) Any improvement in Link conversion has direct revenue impact, and (2) We’re seeing a massive uptick in AI-companies launching fintech products, so making Link compatible for their use cases is one of our highest priorities. Responsibilities Define the roadmap for sign up for quarterly / half year goals and partner with 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, ML, l

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 Protect is a real-time fraud intelligence product built on a unique advantage: Plaid’s network-level visibility across bank accounts, devices, identities, sessions, institutions, applications, and financial behavior. Protect helps customers detect first-party fraud, synthetic identities, account takeovers, and coordinated attacks that are difficult to see from a single application, account, or transaction. Trust Index turns that fraud intelligence into real-time fraud scores and actionable attributes. This team builds the systems that make this intelligence possible: low-latency inference, new data and model integrations, customer-facing APIs and attributes, safe rollouts, and feedback loops. Ti3 expanded Plaid’s fraud graph nearly 10x and, in early testing, detected up to 41% more fraud at the same false-positive rate. Learn more about Ti2 and Ti3 . We are a small, high-agency team working closely with Product, Data Science, and Machine Learning. We value demos over docs, conviction over consensus/alignment, builder schedule over meeting-heavy calendars. We’re scrappy and a talent-dense team that has high agency and high ownership. As a Staff Software Engineer on the Protect Core team, you wi

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 Enterprise Partnerships team at Plaid works with some of the most influential enterprise companies, helping bring Plaid’s solutions to market through high-impact partnerships. In this role, you’ll lead the acquisition of new partners and play a meaningful role in expanding a fast-growing, strategically important part of the business. In this role, you'll be the primary point of contact for Enterprise partners with a specific focus on managing our payment partners looking to leverage Plaid in a number of ways from Pay-by-Bank to account funding to KYC. You own the full partner lifecycle: from technical integration and "first customer live" milestones to scaling volumes and driving product expansion. You are a "corporate athlete" who thrives in ambiguity: you are just as comfortable diving into technical API specifications with an engineer as you are negotiating commercial terms with a C-suite executive. You will act as the internal quarterback, driving cross-functional work streams across Product, Legal, Engineering, and Marketing to align internal resources with partner needs. Successful candidates bring a blend of commercial prowess, high-level business acumen, and a proven track record of infl

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. Plaid’s mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Software Engineer, you will design and build the systems that power how millions of people connect to their finances. You will work across the stack, from reliable backend services and APIs to intuitive applications that bring those systems to life. You will collaborate with engineers, product managers, and designers to ship products that make financial services more accessible and transparent. At Plaid, engineers take ownership early, grow quickly, and see their work reach millions of users. Responsibilities: System Design & Development: Build and maintain scalable, reliable backend or fullstack systems and APIs that power Plaid’s products. Collaboration: Work closely with product managers, designers, and other engineers to define and deliver features that solve real customer problems. Code Quality: Write clean, efficient, and well-tested code. Participate in reviews to maintain high engineering standards. Testing & Debugging: Build automated tests, monitor system performance, and troubleshoot issues in production environments. Continuous Improvement: Con

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 Enterprise Partnerships team at Plaid works with some of the most influential enterprise companies, helping bring Plaid’s solutions to market through high-impact partnerships. In this role, you’ll lead the acquisition of new partners and play a meaningful role in expanding a fast-growing, strategically important part of the business. This role is at the center of some of Plaid’s most strategic and complex partnership opportunities. You’ll lead sophisticated, enterprise-scale deals from initial sourcing through execution, navigating long sales cycles, multiple stakeholders, and competitive dynamics along the way. Working closely with cross-functional teams and segment leaders, you’ll turn partner and customer needs into new opportunities—including entirely new motions—and help bring Plaid’s value to life across Payments, Credit, and Identity/Fraud. Responsibilities Lead complex enterprise partnership deals from sourcing through close, managing multi-stakeholder negotiations and driving successful partner adoption. Develop and refine partnership strategies across priority enterprise segments, including new and emerging areas of opportunity. Build and manage a pipeline of strategic partners that 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. 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: Build across the stack. Design, develop, and maintain scalable backend services and APIs, as well as intuitive, high-quality frontend applications that bring those systems to life. Collaborate cross-functionally. Partner closely with product managers and designers to define requirements and de

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 Software Engineer, you will design and build the systems that power how millions of people connect to their finances. You will work across the stack, from reliable backend services and APIs to intuitive applications that bring those systems to life. You will collaborate with engineers, product managers, and designers to ship products that make financial services more accessible and transparent. At Plaid, engineers take ownership early, grow quickly, and see their work reach millions of users. Responsibilities: Design & Development: Build and maintain backend services with a focus on performance, reliability and scalability. Collaboration: Work closely with product managers and other stakeholders to define and implement new features that meet product and customer needs. Code Quality: Write clean, maintainable and efficient code. Testing & Debugging: Develop automated tests to ensure the quality and reliability of the codebase. Troubleshoot and resolve issues. Engage in hands-on coding and architectural design, setting and maintaining high technical standard

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 Partnerships team unlocks “one to many” relationships and product partnerships with technology platforms to allow more customers and consumers to benefit from Plaid’s solutions. This role will focus specifically on partnerships that unlock new markets and scale new use cases alongside our Credit Team. Our Credit Team is building the future of lending by making cash flow data as ubiquitous and trusted as traditional credit data. Our mission is to expand access to more affordable credit by empowering lenders with real-time financial data that improves risk assessment and decision-making at scale. In this role, you will lead partnerships that make it easier for lenders to adopt cash flow underwriting. The potential partner ecosystem is broad and includes the software platforms, capital providers, and other companies involved throughout the lending lifecycle. You will assess Plaid’s partnership needs, identify and prioritize strategic partners, develop creative commercial structures, and negotiate complex agreements. You will work closely with internal and external stakeholders across product, engineering, legal, go-to-market, and other functions to build partnerships that create meaningful valu

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 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. 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. What you’ll do You’ll work at the forefront of AI and fintech, driving deals and partnerships with some of the most innovative companies in the ecosystem. You’ll identify new opportunities, build relationships with AI-native partners, and translate emerging use cases into real business outcomes for Plaid. You’ll collaborate across teams to bring deals to life and help ensure Plaid shows up

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