Business Operations

About the role

The BizOps team is a small group of high-impact generalist problem solvers focused on solving Plaid's most pressing business issues. This role partners with leaders across Product and GTM to manage strategic and operational projects that directly impact customers, partners, and the company's P&L. You will own analysis, operating cadences, and cross-functional initiatives while shaping how Plaid operates across its largest revenue lines.

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

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 powers the tools millions of people rely on to live a healthier financial life, working with thousands of companies like Venmo, SoFi, and major banks. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.