Plaid

Product Operations

• Identify documentation, tooling, and process gaps before new features launch and resolve issues proactively
• Build step-by-step guides, troubleshooting workflows, and training materials for customer-facing teams
• Analyze frontline feedback and use data to quantify customer pain points
• Represent customer needs to Product Managers and help shape the product roadmap
• Fix tooling and process bottlenecks across multiple departments
• Define end-to-end support strategies for assigned products from early-stage testing through general availability
• Partner with Product, Engineering, and Product Marketing before launches and provide continuous product feedback
• Own a suite of Plaid products end-to-end as a trusted technical partner

Product Operations Specialist

Engineering Manager

• Lead a team of 7 engineers, ranging from early-career to senior, supporting their growth through clear expectations, coaching, and feedback
• Define the team’s long-term direction with Product, balancing new capabilities with investments in reliability, data quality, and scale
• Dive into technical design and execution, helping the team make sound decisions across the product suite
• Drive projects from ambiguous customer problems through launch, adoption, and ongoing improvement
• Work directly with customers and go-to-market partners to shape solutions, explain tradeoffs, and set realistic commitments
• Build a team that delivers consistently and takes ownership of customer outcomes and system health

Compliance

• Own product strategy and execution for privacy, data governance, and responsible data use across Plaid’s platform
• Ensure products and internal systems handle consumer data compliantly, transparently, securely, and consistently with Plaid’s values and commitments
• Serve as the connective PM between Legal, Security, Data, Engineering, and Product teams
• Operationalize privacy requirements into scalable product solutions
• Define and drive the roadmap for privacy-related platform capabilities, including consent, data minimization, retention, deletion, and access controls
• Translate evolving regulatory requirements into product requirements and system designs
• Partner with Legal, Policy, and GTM to identify privacy risks and opportunities
• Work with Engineering to design privacy-by-default and privacy-by-design architectures
• Balance privacy protections with usability and performance for customers and developers

Product Manager, Privacy & Data Governance

Technical Recruiter

• Own full-cycle recruiting for GenSWE roles, from sourcing and outreach through final rounds and offer close
• Build, manage, and nurture diverse candidate pipelines through creative sourcing, networking, and market research
• Act as a trusted advisor to hiring managers, providing data, market insights, and structured feedback
• Lead candidate debriefs and manage closing strategies
• Ensure hiring decisions align with Plaid’s hiring bar and candidate experience standards
• Track and analyze recruiting metrics to identify bottlenecks, improve funnel conversion, and enhance efficiency
• Collaborate with sourcers, coordinators, and cross-functional partners to deliver a consistent candidate experience
• Represent Plaid’s culture and mission throughout the recruiting process

Product Manager

• Define the vision, roadmap, and success metrics for shared data and AI platforms across Plaid
• Partner with data, ML, and platform engineers to design and ship foundational AI infrastructure, developer tooling, data platforms, pipelines, quality, and governance capabilities
• Build internal platforms that improve common workflows, developer adoption, velocity, reliability, and quality
• Balance immediate product-team needs with longer-term platform investments
• Determine where Plaid should standardize, build shared primitives, enable experimentation, or leverage external solutions
• Partner with product, engineering, data, research, and security teams to identify shared needs and embed foundational AI and data capabilities
• Translate complex technical decisions and platform trade-offs into clear narratives for technical and non-technical stakeholders

Staff Product Manager – AI & Data Foundations

• Own top-of-funnel strategy and execution for technical requisitions across Software Engineering or Data Science
• Build pipelines, engage and qualify candidates, and hand off qualified, well-briefed candidates to recruiters
• Conduct market maps, organizational mapping, open-source and technical community research, and advanced boolean and x-ray searches
• Write personalized outreach, test messaging, and manage response rates
• Run multiple searches with disciplined follow-up cadences, accurate ATS hygiene, and trustworthy data
• Turn research into talent density views and competitive hiring insights
• Partner with recruiters and hiring managers on calibration, role scope, leveling, and search strategy
• Track and report response rates, screen pass rates, and stage conversion
• Represent Plaid authentically as an initial candidate contact

Technical Sourcer

• Own the sales-worked customer experience end to end, including onboarding, premium and gated features, in-product upsell and cross-sell, lifecycle communications, and offboarding
• Own internal tooling that removes manual work for sellers and provides timely account visibility
• Own external-facing tooling for sales-worked accounts, such as RFI response tooling and prospect-facing dashboards
• Use propensity and account-health signals from BI/data science to drive expansion and retention
• Identify and ship AI-driven automation across the account lifecycle and seller workflow
• Define what should be AI-assisted, AI-automated, or human-owned
• Partner with GTM leadership on expansion opportunities and segment priorities
• Collaborate with Engineering, Design, BI/data science, GTM Technology, Lifecycle Marketing, Sales, and Account Management leadership to ship and measure impact

Product Manager, Sales-Assisted Growth

Financial Planning and Analysis

• Support company-wide financial planning, forecasting, and reporting
• Deliver strategic insights to internal and external stakeholders
• Align financial goals with business objectives
• Perform month-end close, reporting, variance analysis, and forecasting
• Support annual planning
• Build and maintain financial models
• Understand business drivers behind financial results
• Improve processes through simplification and automation
• Develop systems skills in Pigment
• Partner with the systems lead to build models, dashboards, and workflows
• Work closely with Finance, Accounting, and business teams

Financial Analyst, Corporate FP&A

Engineer

• Lead others on the team, unblock colleagues, and provide guidance and mentorship
• Help build the team roadmap and advocate for future work with supporting plans
• Own and improve Okta configuration, lifecycle policies, access reviews, MFA enforcement, and Workflows automation
• Manage endpoint configuration via Iru/Kandji, preferably using policy-as-code and version-controlled configurations
• Build and maintain automation to reduce repetitive support burden
• Evaluate, deploy, and support AI tooling to improve team and company productivity
• Manage SaaS procurement and renewals for owned systems
• Actively own company-wide SaaS platforms including Google Workspace, Linear, Slack, and Okta
• Support Engineering, Security, and GTM teams with planned cross-functional systems work
• Participate in an on-call rotation for a few hours per week
• Own domains, extend team capabilities on a longer-term roadmap, and deliver larger, more complex projects lasting a quarter or longer
• Work three days per week in the office

Senior TechOps Engineer

• Join Plaid’s Corporate Finance team as the strategic, externally oriented arm of the team
• Own components of Plaid’s 3–5 year long-range plan, including model design, scenario analysis, and translating company strategy into financial targets
• Partner on the end-to-end PMO of the quarterly Board process, including framework development, narrative ownership, materials building, and Q&A management
• Build and operationalize SBC and equity modeling incorporating headcount growth, grant cadence, forfeitures, and refresh cycles
• Tie SBC into the path to GAAP profitability, EBITDA, and margin analysis
• Lead consolidated cash flow forecasting and contingency/management reserve strategy
• Run total-company forecast reviews against company targets
• Drive external benchmarking against peer companies on key financial and non-financial metrics
• Build analytical foundations informing long-term capital and operating decisions
• Partner with Corporate Development on capital raise activities, including pro forma reporting, forecasting, and capital structure analysis
• Perform ad hoc analyses influencing long-term business planning and decision-making
• Partner with the CFO, leadership, Board, Corporate Development, and Accounting

Senior Financial Analyst, Corporate Finance – Strategy

Data Scientist

• Define and own Plaid's strategy and roadmap for data-supply traffic, health, and cost efficiency
• Build and prioritize traffic-optimization initiatives, including opportunities from evolving machine-learning models and strategic provider concessions
• Bridge Plaid's data-provider relationship teams and internal product teams
• Translate provider constraints into internal priorities and product demand into clear provider asks
• Partner with engineering and data teams to understand system behavior and evaluate technical trade-offs
• Establish and track core traffic and cost metrics
• Build the operating framework for traffic allocation and fairness
• Develop a clear view of paid-access cost and efficiency
• Establish metrics to run and improve the data-supply traffic and health area

Product Manager – Data Supply

Producer

• Manage production for paid marketing campaigns, coordinating asset creation, timelines, and approvals across creative and marketing stakeholders
• Support partner and customer marketing projects, producing creative deliverables that meet brand standards and partner/customer requirements
• Own creative production logistics for events, including coordinating signage, activations, sponsorship assets, and on-site creative needs
• Own and support the creative request intake process, ensuring requests have clear briefs, are triaged appropriately, and routed to the right owner
• Run polish reviews on outgoing creative to catch quality, consistency, and brand issues before assets ship
• Build and maintain production timelines across multiple concurrent projects
• Coordinate vendors and freelancers as needed and flag risks or budget issues early
• Communicate status, blockers, and changes clearly to creative and marketing stakeholders

Creative Producer

• Own everything related to consumer identity on Plaid
• Lead user authentication UX and risk models
• Launch a surface for users to manage connections and permissions with applications
• Lead company-wide workstreams establishing a first-party relationship with consumers
• Define the roadmap for deeper and richer consumer profiles on Plaid
• Define the sign-up roadmap for quarterly and half-year goals
• Partner with cross-functional teams to achieve goals
• Drive prioritization and execution through building, measuring, and iterating
• Identify opportunities through consumer feedback and data dashboards
• Collaborate with design, research, data science, machine learning, legal, and compliance teams

Product Manager, Plaid Account – Consumer

• Identify and prioritize external data partnerships that improve Plaid’s Credit products, insights, and roadmap
• Work closely with Product and Engineering to translate product needs into partnership opportunities and bring new data capabilities to market
• Lead the full partnership lifecycle from market mapping and sourcing through diligence, structuring, negotiation, and execution
• Grow partnerships from initial integration through scaled usage, continually identifying opportunities to expand their impact
• Build and manage external data partnerships supporting Plaid’s Credit products
• Identify and prioritize partners, develop creative commercial structures, and negotiate complex agreements balancing product, economic, and strategic considerations

Strategic Partnerships – Credit, Product & Data

• Define the roadmap for sign-up against quarterly and half-year goals
• Partner with cross-functional teams to achieve roadmap goals
• Drive prioritization and execution through building, measuring, and iterating
• Identify opportunities through consumer feedback and data dashboards
• Collaborate with design, research, data science, machine learning, legal, and compliance teams
• Own conversion at Plaid and evolve Link for an increasingly agentic world