Business Operations

About the role

The Business Operations team at Plaid is a small group of high-impact generalist problem solvers focused on addressing the company's most pressing business issues. This role partners with Product and GTM leadership to drive strategic and operational initiatives that impact revenue and critical partnerships. You will own analysis, operating cadences, and cross-functional projects across various departments to shape how the business scales.

Responsibilities

• Acting as the strategic and operational backbone for a Product or GTM organization to identify and drive high-leverage opportunities.
• Leading important product strategy and cross-functional work such as launching new products, improving go-to-market motions, or accelerating revenue.
• Owning foundational operating rhythms including monthly business reports, QBRs, OKRs, KPIs, and executive reporting.
• Building out dashboards, metrics, and success measures to enable data-driven leadership decisions.
• Using AI tools and agents as a default part of your workflow to act as a force multiplier.

Required skills

• Management consulting
• Investment banking
• Strategic operations
• Analytical skills
• Structured thinking
• Cross-functional leadership

Nice to have

• AI tools
• SQL
• Tableau
• Fintech
• Payments
• SaaS

Qualifications

• 6–11 years in management consulting, investment banking, and/or operating roles

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)

About the Company

Plaid is a fintech company founded in 2013 that powers tools millions of people rely on to live a healthier financial life. The company connects financial accounts to apps and services and maintains a network covering thousands of financial institutions across the US, Canada, UK, and Europe.