Business Operations

Plaid; New York (NY); Hybrid; USD 162,000 - 237,000; Full time

Job summary

Plaid is building the tools that power developers to connect financial accounts and enable healthier financial lives. The BizOps team tackles high-impact strategy and cross-functional operations, partnering with Product, GTM, Engineering, Finance, Legal, and Partnerships to shape Plaid's momentum and profitability.

This role focuses on owning analysis, operating cadences, and dashboards that drive data‑driven decisions, with a track record of turning ambiguity into clear action.

Qualifications

• 6–11 years in management consulting, investment banking, and/or operating roles.
• Ability to work with ambiguity and maintain autonomy.
• Ability to build relationships at all levels and drive cross-functional consensus.
• Familiarity with AI tools and agents to accelerate workflows.
• Knowledge of SQL and Tableau.
• Experience in fintech, payments, or high-growth SaaS.

Responsibilities

• Drive the strategic and operational agenda for a Product or GTM organization and cross-functional initiatives.
• Own foundational operating rhythms—monthly business reports, QBRs, OKRs and KPIs, executive reporting.
• Build dashboards, metrics, and success measures for leadership visibility and data-driven decisions.
• Partner on product strategy topics including pricing, commercialization, and go-to-market for new and existing products.
• Use AI tools and agents as a default part of how you work—the force multiplier for the team.

Skills

Analytical thinking

Autonomy

Cross-functional collaboration

AI tools familiarity

Fintech experience

Payments knowledge

SaaS experience

Problem solving

Strategic thinking

Tools

SQL

Tableau

Job description

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 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 projects that span Product, GTM, Engineering, Finance, Legal, and Partnerships. BizOps is a launchpad: past team members have gone on to leadership roles in Product, GTM, and operational functions across Plaid. The role requires someone who is highly analytical, approaches problems in a structured manner, and is proactive in the face of ambiguity.

Responsibilities

• Driving the strategic and operational agenda for a Product or GTM organization - and the cross-functional initiatives that come with it
• Owning foundational operating rhythms - monthly business reports, QBRs, OKRs and KPIs, executive reporting - and evolving them as the business scales
• Building out dashboards, metrics, and success measures that give leadership visibility and enable data-driven decisions
• Partnering on product strategy topics including pricing, commercialization, and go-to-market for new and existing products
• Using AI tools and agents as a default part of how you work - not as an experiment, but as a force multiplier

Qualifications

• 6-11 years in management consulting, investment banking, and/or operating roles (BizOps, Strategy & Ops, Finance)
• Comfort with ambiguity and a high degree of autonomy in prioritizing what matters most
• Ability to build relationships at all levels and drive cross-functional consensus
• Familiarity with AI tools and agents to accelerate workflows is a plus
• Knowledge of SQL and Tableau preferred
• Experience in fintech, payments, or high-growth SaaS preferred

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company.

We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics.

We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.

Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.

If you need any assistance with your application or interviews due to a disability, please let us know at [e-mail].

Please review our Candidate Privacy Notice here.

• Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
• Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k).
• Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location.
• Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
• Compensation Range: $162K - $237K