Competitive Intelligence & Strategy

Plaid; San Francisco (CA); On-site; USD 150,000 - 225,000; Full time

Job summary

Plaid is seeking a Competitive Intelligence & Strategy professional to join their BizOps team. This role involves building a competitive insights system and collaborating across various departments to influence product and strategy. Ideal candidates will have extensive experience in competitive intelligence and a strong ability to communicate insights effectively.

Benefits

Comprehensive benefit plan including medical, dental, and vision

401(k) plan

Equity and/or commission opportunities

Qualifications

• 5–8+ years total experience in Competitive Intelligence/Strategy.
• Experience in a cross-functional environment.
• Strong writing and communication skills.

Responsibilities

• Build and manage Plaid’s Competitive Intelligence system.
• Own the creation of Competitive Intelligence assets.
• Synthesize competitive trends into executive-ready guidance.

Skills

Cross-functional collaboration

Strong writing and communication skills

Ability to gain buy-in from stakeholders

Entrepreneurial mindset

Education

5–8+ years experience in Competitive Intelligence/Strategy

Experience in Corporate Development or BizOps

Job description

Join to apply for the Competitive Intelligence & Strategy role at Plaid

1 day ago Be among the first 25 applicants

Join to apply for the Competitive Intelligence & Strategy role at Plaid

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. They are a small team of individuals with complementary skill sets. This role is highly cross-functional, and will have the opportunity to drive impact across the business including within GTM, Product, and Finance.

As a founding member of the Competitive Intelligence & Strategy function at Plaid, you will design and scale our competitive insights system from the ground up. You’ll be responsible for building a scalable motion for: aggregating, analyzing, and enacting insights into action on competitive intelligence that influences product, pricing & packaging, and sales execution. This is a rare opportunity to build a critical function that sits at the intersection of GTM, Product, and corporate strategy.

Responsibilities

• Build and manage Plaid’s Competitive Intelligence system and workflows.
• Own the creation and maintenance of Competitive Intelligence assets (battlecards, competitor briefs, internal alerts).
• Scale win/loss analyses in partnership with SalesOps and PMM.
• Design structured feedback loops to collect and analyze GTM input.
• Synthesize competitive trends into clear, executive-ready guidance.
• Partner across Product, BizOps, and PMM to connect Competitive Intelligence to our product roadmap and strategy.
  
  

Qualifications

• 5–8+ years total experience, with experience in: Competitive Intelligence/Strategy, Corporate Development, BizOps, PMM or Sales/Solution Engineering.
• Previous experience owning Competitive Intelligence in a cross-functional environment.
• Cross-functional collaborator.
• Demonstrated ability to gain buy-in from across the organization to drive action from insights.
• Strong writing and communication skills.
• High comfort with ambiguity, and an entrepreneurial-mindset to build systems and processes from the ground up.
  
  

$150,000 - $224,400 a year

The target base salary for this position ranges from $150,000/year to $224,400/year Zone 1. The target base salary will vary based on the job's location.

Our Geographic Zones Are As Follows

Zone 1 - New York City and San Francisco Bay Area

Zone 2 - Los Angeles, Seattle, Washington D.C.

Zone 3 - Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego

Zone 4 - Raleigh-Durham and all other US cities

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.

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 .

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Marketing and Sales

• Industries

  Software Development, Technology, Information and Internet, and Financial Services

Referrals increase your chances of interviewing at Plaid by 2x

Sign in to set job alerts for “Competitive Intelligence Specialist” roles.

San Francisco, CA $105,000.00-$156,000.00 2 weeks ago

AI Training for Data Science (Freelance, Remote)

San Francisco, CA $133,000.00-$185,000.00 3 days ago

San Francisco, CA $150,000.00-$213,000.00 2 weeks ago

Research Associate - AI (Eastern Standard Time)

Data Scientist, Consumer Research & Marketing

Business Intelligence Analyst, Growth Marketing, Conversion

Principal Business Development Representative, AI Strategy

San Mateo, CA $20,000.00-$60,000.00 1 year ago

Entry Level Data Analyst, application via RippleMatch

Associate, Business Operations and Strategy

San Francisco, CA $105,000.00-$156,000.00 2 weeks ago

Life Science Commercial Domain - Subject Matter Expert

United States $114,000.00-$171,000.00 2 weeks ago

Consultant / Senior Consultant, Insights and Analytics

San Francisco, CA $120,000.00-$190,000.00 2 months ago

San Francisco, CA $124,000.00-$176,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.