The ad says“Familiarity with AI tools and agents to accelerate workflows is a plus”
The ad says“Knowledge of SQL and Tableau preferred”
The ad says“Knowledge of SQL and Tableau preferred”
The BizOps team is focused on solving some of Plaid’s most pressing business issues. We are a small team of high-impact, low-ego generalist problem solvers. This role partners directly with leaders across Product and GTM on a mix of strategic and operational work with a direct, quantifiable impact on our customers, partners, and P&L
You will work on problems that directly shape how Plaid operates across its largest revenue lines and most critical partnerships - owning analysis, operating cadences, and cross-functional projects that span Product, GTM, Engineering, Finance, Legal, and Partnerships. BizOps is a launchpad: past team members have gone on to leadership roles in Product, GTM, and operational functions across Plaid
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
Benefits
Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft
Preferred experience
The role requires someone who is highly analytical, approaches problems in a structured manner, and is proactive in the face of ambiguity
Knowledge of SQL and Tableau preferred
Experience in fintech, payments, or high-growth SaaS preferred
Strong analytical and structured-thinking skills; comfort translating ambiguity into frameworks, plans, and decisions
Familiarity with AI tools and agents to accelerate workflows is a plus
6–11 years in management consulting, investment banking, and/or operating roles (BizOps, Strategy & Ops, Finance)
High agency, sense of ownership, and willingness to roll up your sleeves
Ability to build relationships at all levels and drive cross-functional teams to action
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!
