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Business Operations

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.


The BizOps team is focused on solving some of Plaid's most pressing business issues. They are a small team of individuals with complementary skill sets. This role will initially partner with two of Plaid’s Product Areas:Fraud and Remember Me (returning user experience) Product Areas. From Revenue, Product, to financial and operational strategy, this hire will have the opportunity to impact almost every aspect of these two businesses.


Responsibilities:
  • Initiating, managing, and successfully executing new, cross-functional initiatives that increase alignment and create synergies across Plaid
  • Partnering with other teams and functions to improve efficiency, productivity, and performance
  • Developing and tracking key company KPIs to drive execution and identify opportunities for operational improvement
  • Identifying and assessing the viability of new business opportunities, strategic initiatives, and partnerships for Plaid
  • Building out processes and success measures, and executing on initiatives to build, launch, and operationalize Plaid’s new products, in close partnership with our Product and Go-To-Market teams


Requirements
  • 5-10 years of experience, including 2+ years of investment banking, management consulting, or investing
  • Strong analytical, financial modeling, and presentation skillsAbility to distill complex issues into structured frameworks and action plans
  • Strong knowledge of SQL or similar programming language
  • Ability to thrive in an ambiguous environment with a high degree of autonomy
  • Ability to build productive and positive relationships across the organization at all levels
  • Ability to independently drive consensus across cross-functional teams and influence decision making
  • Direct operational experience at a fintech or other high-growth SaaS company
  • Extensive knowledge of the Fraud space or experience with conversion and UX optimization


$135,000 - $201,960 a year
Target base salary for this role is between $135,000 and $201,960 per year. 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.

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!


Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.


Please review our Candidate Privacy Notice here.

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Average salary estimate

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$135000K
$201960K

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What You Should Know About Business Operations, Plaid

Are you ready to take your career to the next level? Plaid, a leading fintech company based in San Francisco, is on the lookout for a passionate Business Operations professional to join our dedicated BizOps team. With our mission to empower individuals with better financial interactions, we partner with thousands of developers and major financial institutions to make financial access seamless. As a key player at Plaid, you will collaborate with various cross-functional teams to enhance productivity and performance across our Fraud and Remember Me Product Areas. You will have the chance to initiate and manage impactful initiatives that drive organizational synergy and improve efficiency. Additionally, you'll use your strong analytical skills to track important KPIs and uncover opportunities for operational enhancement. This role is perfect for someone with 5-10 years of experience in investment banking, management consulting, or a similar field. If you're excited about taking on challenges in a fast-paced environment and making a significant impact at Plaid, we want to hear from you!

Frequently Asked Questions (FAQs) for Business Operations Role at Plaid
What are the primary responsibilities of a Business Operations professional at Plaid?

The Business Operations professional at Plaid is responsible for initiating and managing cross-functional initiatives. This includes improving efficiency across teams, developing KPIs for execution tracking, and identifying new business opportunities. You'll partner closely with Plaid's Product Areas to ensure effective operationalization of new products.

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What qualifications do I need to apply for the Business Operations role at Plaid?

To qualify for the Business Operations position at Plaid, candidates should have 5-10 years of relevant experience, with at least 2 years in investment banking or management consulting. Strong analytical, financial modeling, and SQL skills are also essential, along with direct operational experience in a fintech or SaaS company.

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What types of projects can a Business Operations professional expect to work on at Plaid?

A Business Operations professional at Plaid can expect to work on varied projects, including cross-functional initiatives to enhance operational performance, financial modeling for new product launches, and assessing strategic partnerships. The role offers a unique opportunity to impact two critical business areas significantly.

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How does Plaid support the career growth of its Business Operations team?

Plaid values continuous growth and learning. The Business Operations team is immersed in diverse projects that build various competencies. Additionally, the collaborative environment at Plaid encourages knowledge sharing and skill development, making it an ideal place for career advancement.

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What is the company culture like for Business Operations professionals at Plaid?

Plaid fosters an inclusive and diverse company culture, encouraging team members to bring their unique experiences to the table. As a Business Operations professional, you will be part of a collaborative and supportive environment focused on driving change and innovation in the financial technology space.

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Common Interview Questions for Business Operations
How do you approach cross-functional initiative management in a Business Operations role?

When managing cross-functional initiatives, I start with clear communication to align all stakeholders on goals. I create structured frameworks for tracking progress and engage teams regularly to assess challenges and successes. This collaborative approach ensures we stay on track and adapt as needed.

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Can you describe your experience with financial modeling?

In my previous roles, I’ve developed comprehensive financial models to assess new ventures and track business performance. I ensure the models incorporate multiple scenarios to capture uncertainties, allowing for informed decision-making and strategic planning.

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How do you evaluate new business opportunities?

Evaluating new business opportunities involves thorough market research and analysis of alignment with company goals. I analyze financial viability and potential impact on existing operations while considering partnerships that could leverage Plaid’s core strengths.

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What strategies do you use to track KPIs effectively?

To track KPIs effectively, I use a balanced scorecard approach, integrating financial, operational, and project-specific metrics. Regular reporting cycles help the team stay focused on strategic objectives, while dashboards facilitate real-time performance monitoring.

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Describe a time when you faced ambiguity in a project. How did you manage it?

In a previous role, I encountered ambiguity when defining project scope. I organized stakeholder meetings to clarify objectives and adopted an iterative approach to refine the project plan. This adaptability helped us successfully navigate uncertainties while keeping everyone aligned.

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How do you build relationships across different teams?

Building relationships across teams involves active listening, understanding team dynamics, and being approachable. I make it a point to engage with team members through regular check-ins and collaborative brainstorming sessions, fostering a sense of trust and camaraderie.

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What is your experience with SQL or similar programming languages?

I have hands-on experience using SQL to extract and analyze data for operational reporting. This has enabled me to identify trends and insights that directly inform strategic initiatives, making data-driven decisions a cornerstone of my approach.

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How do you prioritize tasks when managing multiple initiatives?

I prioritize tasks by assessing the impact and urgency of each initiative, employing a priority matrix. This helps allocate resources effectively while ensuring critical projects receive the attention they need to drive results.

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What role does data play in your decision-making process?

Data is central to my decision-making process. I rely on quantitative metrics to inform strategy, using insights gained from data analysis to drive operational improvements and align initiatives with company objectives.

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How do you handle conflict or disagreements within a team?

When conflicts arise, I ensure an open dialogue to understand different perspectives. By focusing on common goals and facilitating constructive discussions, I aim to mediate resolutions that benefit the team and move projects forward positively.

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Plaid’s mission is to unlock financial freedom for everyone.

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Full-time, on-site
DATE POSTED
March 26, 2025

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