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, 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 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 troubleshooting to

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The design team at Plaid is made up of product designers, researchers, and content strategists who work with our cross-functional partners to create Plaid’s products. Please visit https://designedbyplaid.com/ to learn more about the Design team. The Consumer team at Plaid builds and owns the key consumer touchpoints from Plaid: Plaid Link and our future direct to consumer experiences. Plaid Link is the embedded UX that all of Plaid’s customers integrate in order to securely have their end-users share their bank data via Plaid, and Plaid’s core business is built on consumer trust and confidence in that platform. It’s this team’s responsibility to build on the success of the existing platform to keep innovating and delivering high quality consumer experiences that unlock financial freedom for users leveraging Plaid’s products. We're looking for an experienced Product Designer to own the design of Plaid’s consumer experiences. This is novel scope: a first-party, direct-to-consumer product inside a company most people know only through other companies' apps. You'll be the sole designer on a small, senior team, partnering closely with one PM and one engineering lead (as well as a nimble team of IC engine

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. Team: Plaid is becoming an AI-first company, and Intelligent Tooling builds internal platforms and tools to lead the transformation. Our biggest opportunity isn't just better tools for engineers, it's extending AI-native internal tooling to the rest of Plaid. Tools built for engineers assume things non-engineers don't have: local toolchains, monorepos, engineer credentials, PR-based workflows. That mismatch means Ops, Support, and other teams can't easily inherit what we build for engineering. They need their own path and we're building that path. Role: As a Senior Software Engineer on Intelligent Tooling, you will build and operate internal systems that empower non engineering teams to automate their workflows with AI. You will own the product and platform layer for internal tools, including the constraints and infrastructure that keep those tools safe and maintainable. There's no existing playbook for this at Plaid. You will define what the right non-eng AI surface looks like, ship its first durable versions, and partner closely with internal users to make sure it solves real problems. You will act as the engineering point of contact embedded with non-engineering teams, running discovery and trans

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. 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. 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. We lead complex technical programs that help Plaid scale its engineering platform. We partner across Engineering, Infrastructure, Data, Security, ML, Legal, and Product to deliver company-wide technical initiatives that improve reliability, scalability, and developer productivity. You'll lead strategic technical programs from planning through execution. You'll partner with engineering leaders to align stakeholders, manage dependencies, drive decisions, and ensure successful delivery of complex initiatives. You'll work across a variety of technical domains, adapting quickly to new challenges and helping teams execute effectively. As a Technical Program Manager, you will lead high-impact, cross-functional initiatives. As a generalist, you may work on a variety of programs. An example is one that strengthens Plaid's data and machine learning platforms. You will partner with engineering, product, data, legal, privacy, and business stakeholders to drive complex technical programs from planning through execution. Your work will help improve data governance, modernize machine learning infrastructure, and accelerate the adoption of trusted, high-quality datasets that power analytics, artificial intelligence

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. 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 golden datasets and tooling 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. In addition, Plaid will not be successful if we can't move quickly. We build the data systems and tools that enable everyone at Plaid to be data-driven, making analytics easy, obvious, and proactive across the company. Data Engineers heavily leverage SQL and Python to build data workflows that integrate with our Golang applications. We use tools like DBT, Airflow, Redshift, Atlan, and Retool to orchestrate data pipelines and define workflows. We work with engineers, product managers, business intelligence, data analysts, and many other teams to build Plaid's data strategy and a data-first mindset. You will be in a high impact role that will directly enable business leaders to make faster and more informed business judgements based on the datasets you build. You will have the opportunity to carve out the ownershi

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. 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. 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, 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. 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 and go-to-market t