Plaid

Customer Operations Leader

Plaid$130K — $180K *
Consumer Technology
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years in customer operations, support operations, or product operations in a leadership role.
  • Strong program management skills across complex, cross-functional initiatives.
  • Excellent communication and change management skills, comfortable with both detailed and executive narratives.
  • A customer-first approach aligned with Plaid's principles.

Responsibilities

  • Own the strategy and execution of global ops initiatives for Customer Operations.
  • Hire, develop, and lead a high-performing Customer Experience Support team.
  • Enhance technical documentation and knowledge programs for better customer self-service.
  • Partner with GTM, Product, and PMM to facilitate product feedback and enablement.
  • Establish and monitor key metrics related to customer operations.

Benefits

  • Comprehensive benefit plan including medical, dental, and vision insurance.
  • 401(k) plan.
  • Opportunity for additional compensation in the forms of equity and/or commission.
Full Job Description
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.

This is a high-impact role for someone who thrives at the intersection of people, process, and technology. You don't need to have done everything here - but you should be exceptional at what matters most to us right now.

What we're looking for most:
  • Scaling ops and enablement across the full customer lifecycle - You've built or scaled operations and enablement programs that support technical, customer-facing teams beyond Support (think Technical Account Managers, Sales Engineers, Professional Services). You know what "good" looks like end-to-end and can close the gaps.
  • Voice of Customer as a strategic lever - You've run VoC programs that go beyond reporting. You know how to synthesize data and insight from frontline teams and customer interactions into product improvements and adoption strategies that actually land.
  • AI, tooling and efficiency - You have proven success building with AI and using tooling to drive measurable efficiency for Plaids while also removing friction for customers and empowering our customers to serve themselves.

You'll also
  • Hire, develop, and lead a high-performing CES Ops team with clear goals and operating cadence
  • Own technical documentation and knowledge programs (internal and external) to improve content quality and self-servicability for customers
  • Partner with GTM, Product, and PMM on product feedback loop, launch readiness and enablement
  • Establish and monitor key customer ops metrics to ensure accountability and growth
  • Partner on org design, career pathing, culture and talent programs for the Customer Engineering and Support (CES) team.


Qualifications
  • 8+ years in customer operations, support operations and/or product operations in a leadership role
  • Strong program management skills across complex, cross-functional initiatives
  • Excellent communication and change management skills - comfortable going from frontline detail to exec narrative
  • A customer-first approach grounded in Plaid's principles

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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