Large

Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life. Plaid works with thousands of companies like Venmo, SoFi, and Betterment, 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 more than 12,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey.

Technology

Plaid

Our mission is to unlock financial freedom for everyone. Join us!

You need 1-3 years in pipeline development, sales experience, strong communication skills, CRM proficiency, technical understanding, eagerness to learn, and a relentless, adaptable mindset.

You will support Account Executives, collaborate with Marketing, build pipeline through outbound efforts, assist new clients, and identify verticals to drive revenue growth.

Sales & Business Development

IT & Cybersecurity

San Francisco

<div><div><div>At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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&rsquo;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. #LI-Hybrid</div><div></div><div><br>
Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are.</div><div></div><div><br>
You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales.</div></div>
<div><div><h3 class="jobSectionHeader"><b>Qualifications</b></h3><ul><li><ul><li>
1-3 years of experience in pipeline development and/or sales (preferably at SaaS company)</li><li>
Leading high-level conversations with business stakeholders</li><li>
The ability to evangelize Plaid&rsquo;s value proposition in order to assess buying interest</li><li>
The ability to thrive in a high customer volume, time-sensitive environment</li><li>
Having a relentless mindset and unwillingness to quit</li><li>
Proficiency in using Salesforce.com or other CRM</li><li>
Experience working with customers and explaining technical productsInterest in financial services and technical products; a high degree of intellectual curiosity</li><li>
Excitement to work in a high-growth environment and to help build processes and tools as needed</li><li>
Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs</li></ul></li></ul></div></div>
<div><div><h3 class="jobSectionHeader"><b>Responsibilities
</b></h3><ul><li><ul><li>Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business</li><li>
Liaising with Marketing to provide feedback on campaigns and design new efforts</li><li>
Identifying prospects and building pipeline through outbound campaigns</li><li>
Helping new clients get started with Plaid and answering questions about our products</li><li>
Identifying the most promising verticals to help drive increased revenue opportunity</li></ul></li></ul></div></div>
<div><div>$74,850 - $74,850 a year</div><div>
Target base salary for this role is $74,850 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.</div></div>
<div><div>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.</div><div></div><div><br>
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!</div><div></div><div><br>
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.</div></div></div><div></div>

At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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. #LI-Hybrid
Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are.
You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales.
Qualifications
1-3 years of experience in pipeline development and/or sales (preferably at SaaS company)
Leading high-level conversations with business stakeholders
The ability to evangelize Plaid’s value proposition in order to assess buying interest
The ability to thrive in a high customer volume, time-sensitive environment
Having a relentless mindset and unwillingness to quit
Proficiency in using Salesforce.com or other CRM
Experience working with customers and explaining technical productsInterest in financial services and technical products; a high degree of intellectual curiosity
Excitement to work in a high-growth environment and to help build processes and tools as needed
Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
Responsibilities
Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business
Liaising with Marketing to provide feedback on campaigns and design new efforts
Identifying prospects and building pipeline through outbound campaigns
Helping new clients get started with Plaid and answering questions about our products
Identifying the most promising verticals to help drive increased revenue opportunity
$74,850 - $74,850 a year
Target base salary for this role is $74,850 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.
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.

Sales Development Representative - Plaid

Sales Development Representative

You have 7+ years in enterprise sales, strong communication skills, customer empathy, and tech knowledge of APIs, web services, and app architecture. Travel 25% required; payments experience a plus.

You will partner with Account Executives, design solutions for Fintech accounts, conduct demos, address technical queries, manage POCs, and collaborate with teams to enhance product insights and messaging.

New York

Washington

<div><div><div>We believe that the way people interact with their finances will drastically improve in the next few years. We&rsquo;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&rsquo;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.</div><div></div><div><br>
Sales Engineering unlocks and empowers prospects&rsquo; full potential on the Plaid Network. We bring product expertise and drive Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process.</div><div></div><div><br>
You&rsquo;ll work closely with our Fintech Sales team as the technical lead during the pre-sales process. You will be responsible for partnering with Account Executives, proactively pushing deals forward by overcoming technical objections and building solutions around Plaid products. You will ensure a successful transition to the post-sale stage of the customer lifecycle and partner with account teams to drive adoption of new products by existing customers. You will be expected to have significant knowledge of the Fintech ecosystem and a deep understanding of how customers can best utilize Plaid.</div></div>
<div><div><h3 class="jobSectionHeader"><b>Responsibilities</b></h3><ul><li><ul><li>
Partner with Account Executives as the technical lead for large Fintech accounts to to design solutions and share best practices throughout the sales process</li><li>
Demonstrate to prospects how Plaid can best address their use cases and technical requirements</li><li>
Engage deeply with technical stakeholders in the pre-sales process to drive alignment and buy-in</li><li>
Provide demonstrations, address technical questions, architect implementation solution(s) and handle RFP responses in a thorough and expedient manner</li><li>
Take a hands-on role in POCs, where inquisitive and critical thinking is needed to identify, diagnose, and rectify any performance shortfalls</li><li>
Constantly re-evaluate selling assets and process to enable more efficient/effective messaging to customers</li><li>
Work with our engineering and product teams to translate prospect feedback into meaningful product insights</li><li>
Collaborate with current SE team to up-level team knowledge and capabilities</li></ul></li></ul></div></div>
<div><div><h3 class="jobSectionHeader"><b>Requirements</b></h3><ul><li><ul><li>
7+ years of customer facing experience selling to large enterprises</li><li>
A strong sense of customer empathy and experience that combines business experience, sales skills and technical acumen</li><li>
Strong communications skills with a confident and proactive approach to customer communication</li><li>
Ability to quickly understand new technologies and complex concepts</li><li>
Knowledge of web services, APIs, and related standards such as HTTP and REST.</li><li>
Knowledge of mobile and web application architecture specific to interfacing with API platforms</li><li>
Willing and able to travel up to 25% of the time</li><li>
Nice to have: Payments, Fraud and/or Credit experience</li></ul></li></ul></div></div>
<div><div>$143,640 - $234,360 a year</div><div>
Target base salary for this role is between $143,640 and $234,360 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.</div></div><div></div><div><div><br>
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!</div><div></div><div><br>
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.</div></div></div><div></div>

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.
Sales Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise and drive Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process.
You’ll work closely with our Fintech Sales team as the technical lead during the pre-sales process. You will be responsible for partnering with Account Executives, proactively pushing deals forward by overcoming technical objections and building solutions around Plaid products. You will ensure a successful transition to the post-sale stage of the customer lifecycle and partner with account teams to drive adoption of new products by existing customers. You will be expected to have significant knowledge of the Fintech ecosystem and a deep understanding of how customers can best utilize Plaid.
Responsibilities
Partner with Account Executives as the technical lead for large Fintech accounts to to design solutions and share best practices throughout the sales process
Demonstrate to prospects how Plaid can best address their use cases and technical requirements
Engage deeply with technical stakeholders in the pre-sales process to drive alignment and buy-in
Provide demonstrations, address technical questions, architect implementation solution(s) and handle RFP responses in a thorough and expedient manner
Take a hands-on role in POCs, where inquisitive and critical thinking is needed to identify, diagnose, and rectify any performance shortfalls
Constantly re-evaluate selling assets and process to enable more efficient/effective messaging to customers
Work with our engineering and product teams to translate prospect feedback into meaningful product insights
Collaborate with current SE team to up-level team knowledge and capabilities
Requirements
7+ years of customer facing experience selling to large enterprises
A strong sense of customer empathy and experience that combines business experience, sales skills and technical acumen
Strong communications skills with a confident and proactive approach to customer communication
Ability to quickly understand new technologies and complex concepts
Knowledge of web services, APIs, and related standards such as HTTP and REST.
Knowledge of mobile and web application architecture specific to interfacing with API platforms
Willing and able to travel up to 25% of the time
Nice to have: Payments, Fraud and/or Credit experience
$143,640 - $234,360 a year
Target base salary for this role is between $143,640 and $234,360 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.

Sales Engineer - Plaid

Sales Engineer

You need 2-3 years in finance roles, strong analytical and communication skills, a passion for innovation, and knowledge of SQL or a desire to learn. Ownership and collaboration are key.

You will maintain financial models, evaluate growth areas, collaborate with leaders, optimize KPIs, prepare performance materials, lead projects, benchmark metrics, and help recruit for the team.

Consulting

Banking & Finance

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.<br><br>Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organizationThe Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory.<br><br>You will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.<br><br>Responsibilities<br><br><br> * Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory<br> * Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs<br> * Collaborating with business leaders to provide analytical support and frameworks to optimize decision making<br> * Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency<br> * Preparing materials to internal and external stakeholders on company performance<br> * Leading special projects by business partnering with various stakeholders to improve financial health of the company<br> * Benchmarking Plaid’s operational and financial metrics against peers<br> * Helping recruit a world-class Strategic Finance team at Plaid<br>   <br>   <br><br>Qualifications<br><br><br> * 2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting<br> * Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment<br> * Strong analytical, financial modeling, problem-solving and communication skills<br> * Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans<br> * A penchant for impact and ownership<br> * Knowledge of SQL or strong desire to learn<br>   <br>   <br><br>$99,360 - $125,280 a year<br><br>Target base salary for this role is between $99,360 and $125,280 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.<br><br>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!<br><br>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.<br><br>Please review our Candidate Privacy Notice here .

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.Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organizationThe Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory.You will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.Responsibilities * Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory * Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs * Collaborating with business leaders to provide analytical support and frameworks to optimize decision making * Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency * Preparing materials to internal and external stakeholders on company performance * Leading special projects by business partnering with various stakeholders to improve financial health of the company * Benchmarking Plaid’s operational and financial metrics against peers * Helping recruit a world-class Strategic Finance team at Plaid      Qualifications * 2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting * Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment * Strong analytical, financial modeling, problem-solving and communication skills * Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans * A penchant for impact and ownership * Knowledge of SQL or strong desire to learn      $99,360 - $125,280 a yearTarget base salary for this role is between $99,360 and $125,280 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 .

Strategic Finance Associate - Plaid

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.&lt;br&gt;&lt;br&gt;Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organizationThe Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory.&lt;br&gt;&lt;br&gt;You will drive initiatives including P&amp;amp;L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.&lt;br&gt;&lt;br&gt;&lt;strong&gt;Responsibilities&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory&lt;/li&gt;&lt;li&gt;Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs&lt;/li&gt;&lt;li&gt;Collaborating with business leaders to provide analytical support and frameworks to optimize decision making&lt;/li&gt;&lt;li&gt;Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency&lt;/li&gt;&lt;li&gt;Preparing materials to internal and external stakeholders on company performance&lt;/li&gt;&lt;li&gt;Leading special projects by business partnering with various stakeholders to improve financial health of the company&lt;/li&gt;&lt;li&gt;Benchmarking Plaid’s operational and financial metrics against peers&lt;/li&gt;&lt;li&gt;Helping recruit a world-class Strategic Finance team at Plaid&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Qualifications&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning &amp;amp; analysis, or consulting&lt;/li&gt;&lt;li&gt;Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment &lt;/li&gt;&lt;li&gt;Strong analytical, financial modeling, problem-solving and communication skills&lt;/li&gt;&lt;li&gt;Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans&lt;/li&gt;&lt;li&gt;A penchant for impact and ownership&lt;/li&gt;&lt;li&gt;Knowledge of SQL or strong desire to learn&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;$99,360 - $125,280 a year&lt;br&gt;&lt;br&gt;Target base salary for this role is between $99,360 and $125,280 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.&lt;br&gt;&lt;br&gt;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!&lt;br&gt;&lt;br&gt;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.&lt;br&gt;&lt;br&gt;Please review our Candidate Privacy Notice here .

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