Strategic Ai Transformation Lead in San Francisco

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role: Positioned in the first line of defense (1LOD) and reporting to the Head of Business Controls, this experienced executive will act as the Business Controls Lead for SoFi’s Technology and Cybersecurity organizations. This includes comprehensive coverage of Engineering, Information Security, Infrastructure, and Data across the full SoFi Legal structure: SoFi Inc., SoFi Bank, Galileo, Technisys, and SoFi Hong Kong. The Business Controls Lead will act as the direct advisor to the Chief Technology Officer (CTO), Chief Information Security Officer (CISO), and their senior leadership teams. You will lead a team of experienced IT risk & controls team charged with promoting risk awareness and ensure the overall effectiveness of risk and compliance management program implementation and execution across the 1LOD. This role provides support, advisory services, and enables strategic alignment directly to department heads to accelerate and ensure quality execution. You will be responsible for supporting and driving consistent 1LOD adherence to critical programs, such as building and maintaining risk and control self-assessments (RCSAs); identification and evaluation of control effectiveness through control testing; 1LOD risk reporting; and supporting audits and regulatory exams. You will monitor the first 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. 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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Plaid’s Corporate Finance team leads company-wide financial planning, forecasting, and reporting, delivering strategic insights to internal and external stakeholders. We align financial goals with business objectives to support informed decision-making at the senior leadership and executive levels. What excites us: 3+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role. An “act like an owner” mindset: you take initiative, follow through on commitments, and ask for guidance when needed. You’re eager to learn and take on more responsibility. A solid foundation in core FP&A activities, including month-end close, reporting, variance analysis, and forecasting, with exposure to annual planning and a working knowledge of accounting principles. Strong analytical skills and experience building or maintaining financial models. You care about accuracy and enjoy understanding the business drivers behind the numbers. Clear communication and a collaborative approach, with the ability to explain findings, ask thoughtful questions, and build relationships with business partners. Curiosity about AI, automation, and process improvemen

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 are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team — covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory. What excites us: 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models. Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking. Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board. Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear

About the Team OpenAI’s GTM Partnerships team builds a strategic, global partner ecosystem to accelerate customer success, enable responsible enterprise AI adoption, and drive durable growth in support of OpenAI’s mission. We work cross-functionally across Sales, Solutions, Product, Engineering, Security, Legal, Finance, Marketing, Operations, and Customer Success to translate strategic partnerships into measurable outcomes for customers. Global consulting and advisory partners are essential to helping enterprises move from AI strategy to production deployment. PwC brings global reach, deep industry and functional expertise, technology and transformation capabilities, and longstanding relationships with complex and regulated enterprises. This role will lead OpenAI’s global partnership with PwC and create the strategy, operating model, and field motions needed to turn that relationship into repeatable customer and commercial impact. This role is based in San Francisco, New York City, or Seattle. We use a hybrid work model of three days in the office per week. About the Role We are hiring a Partner Director, PwC to serve as the single accountable owner of OpenAI’s strategic relationship with PwC globally. You will define the partnership thesis and joint business plan, build executive alignment, activate PwC’s industry, advisory, technology, sales, and delivery organizations, and develop repeatable go-to-market motions that accelerate enterprise AI adoption. This is a strategic and hands-on leadership role. You will move fluidly between senior executive engagement, joint account and opportunity strategy, solution and delivery alignment, field enablement, governance, and day-to-day execution. Success requires a strong understanding of how a large, matrixed professional-services organization operates, commercial discipline, technical fluency, and the ability to align teams without relying on formal authority. The ideal candidate has led a high-impact global alliance with

About the Team OpenAI’s GTM Partnerships team builds a strategic, global partner ecosystem designed to accelerate customer success, enable enterprise AI adoption, and drive durable growth in support of OpenAI’s mission. We work closely across Product, Research, Sales, Legal, Communications, and regional leadership to ensure a cohesive strategy and disciplined execution with our most strategic partners. About the Role We are hiring a Partner Director, Global McKinsey Alliance to lead and scale OpenAI’s relationship with McKinsey & Company. This role will serve as the single accountable executive owner of the alliance globally. You will define the partnership strategy and operating model, translating executive alignment into scaled commercial and transformation outcomes across regions and industries. You will work closely with McKinsey’s global leadership, industry and functional practices, and technology organizations—including QuantumBlack, AI by McKinsey—to develop differentiated enterprise AI offerings, pursue complex transformation opportunities, and help customers move from strategy to production deployment and measurable value. The role carries responsibility for the health, performance, and long-term expansion of the partnership. Success requires senior executive presence, sound judgment, commercial discipline, technical fluency, and the ability to operate effectively across a complex, partner-led organization. In this role, you will: Own the global McKinsey relationship, including alliance strategy, pipeline growth, enterprise impact, deployment scale, and long-term expansion across priority industries. Define and run the partnership’s operating model across executive governance, joint planning, regional execution, opportunity management, resource allocation, and escalation. Serve as OpenAI’s senior executive counterpart to McKinsey’s global leadership and relevant industry, functional, technology, and regional leaders. Develop a differentiated alliance 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, 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

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 are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team — covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory. What excites us: 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models. Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking. Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board. Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations. P

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. As an Executive Assistant at Plaid, you will play a crucial role in enhancing the productivity and operational efficiency of our leaders and their teams. Success in this fast-paced environment requires exceptional organization, proactive problem-solving, and strategic priority management. This position is ideal for a team-player who is a highly motivated self-starter, ready to execute with precision and discretion in a dynamic setting. Responsibilities Support Partnership: Provide executive and administrative support to 3-4 Product and Engineering leaders/teams Calendar Management: Efficiently manage and own complex calendars, scheduling, and logistics for leaders Relationship Development: Partner closely with leaders and team both internally and externally, with composure and discretion Meeting Coordination: Coordinate internal meetings and ensure agendas are tracked and action items are circulated and followed up on Project Management: Execute cross-functional projects, including drafting team-wide communications and managing logistics for All Hands and internal events Travel Planning: Manage complex travel arrangements and coordination Team Connection Logistics: Own end-to-end planning, vendor ma

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s Consumer team owns all of Plaid’s consumer facing surfaces. This includes Link, Plaid’s flagship product, which has been used by over half of all US adults to share their information safely and securely with financial applications. Link drives the vast majority of Plaid’s revenue. We’re also working on some exciting, 0-1 consumer initiatives. Both areas are top business priorities. As part of Plaid’s first Consumer team, you will lead product development and execution within a startup-like environment at Plaid. Responsibilities Define an ambitious vision / roadmap, sign up for quarterly / half year goals, and partner with the cross-functional team to hit them Drive prioritization and execution (build, measure, iterate) Identify opportunities through consumer feedback and staying close to our data / dashboards Partner with cross-functional team (design, research, data science, legal, and compliance) to do all of the above Qualifications You have successfully launched large consumer facing features driving meaningful outcomes at B2C companies You start with the consumer problem and have held a high bar for consumer experience You naturally gravitate towards using data to make strategic decisio

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and 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 11,000 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 BizOps team is focused on solving some of Plaid's most pressing business issues. We are a small team of high-impact, low-ego generalist problem solvers. This role partners directly with leaders across Product and GTM on a mix of strategic and operational work with a direct, quantifiable impact on our customers, partners, and P&L. You will work on problems that directly shape how Plaid operates across its largest revenue lines and most critical partnerships - owning analysis, operating cadences, and cross-functional pro

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

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. Senior Data Scientist - Network Value (Credit) The Network Value Data Science team is helping Plaid build an industry-leading fintech consumer network with best-in-class products and user experiences. We are a product analytics team embedded in key product areas across Plaid. We support some of Plaid’s most important OKRs and help execute on product roadmaps. We translate ambiguous product questions into tractable analysis, serve as analytical thought partners throughout the org, identify opportunities to build better products, and champion a data-first decision-making approach everywhere we go. You’ll be a Data Scientist supporting Credit, a critical product area within Plaid’s Network Value portfolio. You’ll become a data and analytical thought partner to product managers, engineers, and cross-functional stakeholders, helping shape Credit product strategy, improve product performance and user experience, and grow Plaid’s consumer network. You’ll translate business questions into analytics projects, perform ad-hoc and strategic analysis, improve visibility into core systems through data modeling and dashboarding, create OKRs and KPIs tied to business goals and user experiences, a

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible. About the role As an Account Director focused on Healthcare, you will own executive-level relationships with leading healthcare organizations, including integrated delivery networks (IDNs), health systems, academic medical centers, health insurers, digital health companies, and healthcare technology providers. You’ll help these organizations safely and effectively deploy OpenAI’s technology to improve clinical and administrative workflows, enhance patient and provider experiences, automate operational processes, and accelerate enterprise-wide AI adoption. This role blends enterprise sales expertise, technical depth, business acumen, and relationship-driven selling. You will collaborate closely with researchers, engineers, and healthcare-focused solution strategists to design secure, compliant, and high-impact AI deployments. This role is based in San Francisco. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees. In this role, you’ll: Manage a focused portfolio of large healthcare provider, payer, and healthcare technology accounts, developing long-term strategic account plans. Lead complex, multi-stakeholder sales cycles spanning clinical, operational, IT, digital transformation, and executive leadership teams. Partner with Solutions and Research Engineering to design pilots that demon