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

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About the team Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory About the role You will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture. Responsibilities Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investme

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. 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 the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users. You'll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you'll forge the path to finding new clients and prospecting digital-native fintechs, neobanks, alternative lending platforms, and personal finance applications 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 our API suite can have on supercharging a fintech's growth, security, and user 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 quo, and h

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. 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. 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. Plaid is in one of the most exciting chapters in its history — and this role exists to make sure every Plaid employee feels it. As Internal Communications Lead, you'll build and own the systems, channels, and programs that keep Plaids informed, aligned, and energized about our mission and the opportunity ahead. This spans employee-facing comms and programming across channels, including programming and producing monthly All Hands and Half-yearly Business Reviews, and supporting leaders with change management. This is a builder role: you'll take what exists and programmatize it, defining the infrastructure, cadences, and editorial strategy that elevate how we communicate as a company. You'll play a central role in shaping Plaid's internal AI narrative, helping employees understand where AI is taking us and what it means for their work. You'll operate as a trusted advisor to Plaid's executive team and founder CEO, with the exec presence and judgment to counsel leaders on high-stakes moments. You will also work closely with senior leaders across the org as well as cross functional partners across the people team (Chief People Officer, HRBPs, WPE, Comp, Learning and Development) Responsibilities : Execut

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