Plaid

Business Operations

Plaid • $120K — $145K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6-11 years in management consulting, investment banking, and/or operational roles (BizOps, Strategy & Ops, Finance)
  • Comfort with ambiguity and autonomy in prioritizing tasks
  • Strong relationship-building skills to drive cross-functional consensus
  • Familiarity with AI tools to enhance workflows
  • Knowledge of SQL and Tableau preferred
  • Experience in fintech, payments, or high-growth SaaS preferred

Responsibilities

  • Drive the strategic and operational agenda for Product or GTM organizations
  • Own and evolve foundational operating rhythms like monthly reports and QBRs
  • Build dashboards and metrics for leadership visibility and data-driven decisions
  • Partner on product strategy, including pricing and go-to-market initiatives
  • Utilize AI tools as a core part of daily work processes

Benefits

  • Comprehensive medical, dental, and vision plans
  • 401(k) retirement plan
  • Equity and commission compensation options
  • Support for building a diverse team with unique backgrounds and perspectives
Full Job Description
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: • Acting as the strategic and operational backbone for a Product or GTM organization - your job is to identify the highest-leverage opportunities and drive them to clean outcomes • Leading important product strategy and cross-functional work that doesn't sit neatly within one team or function, such as launching new products, improving go-to-market motions, or accelerating revenue • 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 • 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) • Strong analytical and structured-thinking skills; comfort translating ambiguity into frameworks, plans, and decisions • High agency, sense of ownership, and willingness to roll up your sleeves • Ability to build relationships at all levels and drive cross-functional teams to action • 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! 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.

About Plaid

Plaid is a financial services company based in New York City. The company builds a technology platform, which enables applications to connect with users' bank accounts. Plaid focuses on enabling consumers and businesses to interact with their bank accounts, check balances, and make payments through financial technology applications. The company was founded in 2013 by Zach Perret and William Hockey. In January 2020, Visa announced that it would acquire Plaid for $5.3 billion. The acquisition was completed in January 2021.
Learn more about Plaid
Size
600 employees
Industry
Founded
2011

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