Transformation Analyst in New York

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 sales 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 innovative solutions that drive growth, and ensuring that Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals, all while fostering a culture of continuous learning and development to align with Plaid's vision of financial accessibility and empowerment. As a Sales Manager, you will lead a team of Account Executives, driving them toward achieving ambitious revenue targets. You will focus on developing talent within your team, fostering a high-performance culture, and ensuring each team member has the resources they need to succeed. You will leverage your deep understanding of transactional and strategic sales cycles to guide your team through new customer acquisitions and account management in a hyper-growth environment. Responsibilities Lead, coach, and develop a team of SMB Account Executives to consistently

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. 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. 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. 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. Our Sales team 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, and most specifically the Banks themselves, can benefit from better technology and access to data. We’re building a team to work exclusively with the financial institutions throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks. Your focus will be on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention. Responsibilities: Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert Partner with

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. We believe every financial services company can benefit from better financial technology. This isn’t limited to the financial services industry, any company offering financial products to consumers deserves the best financial technology. You'll be the individual helping us achieve this vision. You will focus on generating new deals and building strong, long-lasting relationships with companies. You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more. Responsibilities Identify use cases and prospect high growth companies that are ~100 employees and beyond Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion Own mastery of Plaid solutions and evangeli

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Customer Operations team sits at the center of how we scale world-class customer experiences at Plaid. As the Customer Operations Leader, you'll own the strategy and execution of all global ops initiatives in a director level role — leading a team across product operations, customer experience engineering, technical enablement, and org development. As Customer Operations Leader, you'll focus on scaling operations and enablement across the full customer lifecycle for our Customer Engineering organization, including Support, Technical Account Management, Sales Engineering and Professional Services. You'll be responsible for building our VoC programs as a strategic lever to drive insights from our frontline teams into product improvements and adoption strategies. You will build tooling and programs with measurable outcomes that remove friction for customers and empower our customers to serve themselves. Responsibilities Hire, develop, and lead a high-performing Customer Ops team across Product Operations, Customer Experience Engineering and Technical Enablement Own operations strategy and execution across the full customer lifecycle for Support, Technical Account Management, Sales Engineering and 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. Our Sales team 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, and most specifically the Banks themselves, can benefit from better technology and access to data. We are looking for a candidate to work exclusively with the leading Insurance companies throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks . Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships within insurance to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in insurance. Responsibilities Identify potential customers and run the end-to-end sales process within our Insurance Vertical Build and maintain relationships with insurance companies from executives to product teams and developers; be viewed as a subject matter expert Partner with our product and marketing teams to continue to define and execute our Insurance segment sales stra

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. As a Product Design Manager on the Dashboard team, you will manage a multidisciplinary team of product designers and a researcher, leading design efforts across multiple product areas at Plaid. As a member of each area’s cross-functional leadership team, you will partner closely with product and engineering to shape direction and outcomes. Your day-to-day responsibilities will include coaching individual contributors, driving high-quality design execution, and collaborating with PM leads to develop product strategy. Alongside owning near-term delivery, you and your team will also define and advance the long-term vision for how Plaid’s products evolve. On the Dashboard team, we focus on shipping experiences and elevating the UX quality of Plaid’s Dashboard— a key surface area for customers and data partners. The Dashboard provides a variety of features and tools for launching with Plaid, integration monitoring, and account management and is the home of emergi

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Team Overview The TechOps team is the technical foundation that is a major stakeholder in keeping the company running. We own the systems, tools, and infrastructure that every Plaid employee depends on, from identity and endpoint management to help desk support, office infrastructure, and the internal tooling that powers day-to-day productivity. What sets us apart from a traditional IT team is how we approach our higher-level goals. We treat corporate infrastructure like an engineering problem: configuration lives in code when possible, endpoint provisioning is automated, access assignment is self-service, and we're always looking for ways to make our systems more reliable and our support burden smaller. We're a small team with broad ownership and high standards. We work closely with Security, Engineering, and People teams to make sure Plaid's internal environment is secure, scalable, and ready for where the company is going, whether that's a new office, a new compliance requirement, or a new way of working enabled by AI tooling. Role Overview In this role, you'll take part in our on-call rotation for a few hours each week, but this isn't just a break/fix IT position. It's a chance to build, improve

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. 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, SoFi, Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts 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 Financial Management team develops market leading API products that power the most influential digital finance experiences that help millions of consumers and small businesses every day - think budgeting apps and financial management tools offered by banks and wealth platforms. Our mission is to unlock financial freedom for everyone by making it easier for customers and businesses to meet their financial goals. We do this through a state-of-the art, data aggregation and machine learning engine that enables our customers to seamlessly build delightful experiences on top of consumer-permissioned financial data. Every day, Plaid helps thousands of developers build a better financial future. You'll be responsible for defining the products which enable Plaid and our customers to shape the future of financial services. We are looking for the right product manager to own and grow Plaid’s financial management products, including Transactions, Investments, and Liabilities, even more valuable to our customers and partners. Plaid is on a journey to build insights on top of open banking data that drive value for customers, consumers and the fintech ecosystem in general. Additionally AI is changing how consu

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. 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 institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages 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 it can have on modernizing the banking and investment 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