The Investor Relations (IR) function is responsible for shaping Plaid's equity story, building long-term relationships across private and public market investors, and positioning Plaid for success in the capital markets, on whatever timeline that takes. You will build and own this function as a team of one, architecting our IR strategy for where we are today as a late-stage private company and evolving it through a potential IPO and beyond. You will partner closely with Finance, Legal, Marketing, Communications, and the executive team to develop a world-class disclosure framework, craft a durable equity narrative, and serve as the primary voice to current and prospective investors.

We're looking for someone who brings both rigor and imagination to this role, someone who challenges conventional approaches and finds creative ways to make Plaid's story land with the people who matter most.

Responsibilities

• Equity Story & Capital Markets Readiness - Shape Plaid's long-term equity narrative anchored on durable growth, capital efficiency, and profitability levers. Lead development of core investor materials - business overviews, investor presentations, and roadshow-style content - built to hold up over years, not just quarters. Maintain a private-company-appropriate disclosure posture today while building the infrastructure and habits that will translate cleanly to a public company environment.
• Investor Engagement - Build and manage relationships across private market investors (current cap table holders, late-stage growth funds) and prospective public market investors and sell-side analysts. Develop a proactive engagement calendar including 1-on-1s, conferences, and other touch points, calibrated to where Plaid is today and where it's headed. Support liquidity events for current shareholders, namely employees, as Plaid moves toward and through a public listing.
• Financial & Regulatory Communication - Drive preparation of investor materials, including earnings scripts, decks, Q&A prep, calibrated to the right disclosure standard for our stage. Establish disclosure policies that will meet SEC and global regulatory requirements at IPO, building toward that standard before we need it. Develop an investor-specific crisis-communications playbook.
• Guidance & Expectations Management - Define Plaid's guidance philosophy, annual vs. quarterly cadence, GAAP vs. non-GAAP framing, in advance of becoming a public reporting company. Monitor investor sentiment, track comparable company narratives, and proactively identify disconnects between market expectations and Plaid's trajectory.
• Market Intelligence & Feedback Loop - Monitor peer performance, macro trends, and policy developments relevant to fintech and B2B technology. Translate investor feedback into actionable insights for leadership, closing the loop between what the market hears and what we communicate.
• Automation, Process & Function Building - Implement IR tooling, dashboards, and automation to streamline reporting, sentiment analysis, and investor targeting that is built for scale despite lean resourcing. Define the future-state IR org and, over time, scope and hire incremental headcount to expand capacity.

Qualifications

• 10+ years in Investor Relations, equity research, investment banking, private equity, or strategic finance, with significant experience in B2B technology or fintech.
• Deep fluency in the metrics that drive software businesses - ARR, NRR, LTV/CAC, gross margin, Rule of X, and free cash flow - and the ability to translate them into clear, compelling narratives for a range of investor audiences.
• Experience engaging both private market investors (venture, late-stage growth, secondaries) and public market investors or sell-side analysts. Understanding the distinct mindsets, incentives, and communication norms of each is a must.
• Demonstrated success operating autonomously, as analyst, storyteller, project manager, and spokesperson, often at the same time.
• Proven ability to communicate regulatory and policy topics to investors in highly regulated industries.
• A creative, unconventional thinker. You don't default to the standard IR playbook, you ask whether there's a better way to tell the story, a more compelling format for an investor day, or a sharper angle on a metric that changes how the market sees us.
• Track record of implementing automation, AI, or CRM tooling to scale outreach and data gathering.
• Executive presence and exceptional written, verbal, and visual communication skills.

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.