RefolkCandidates
Open nowOperationsAll DepartmentsBusiness Operations

Strategic Initiatives

Plaid · San Francisco HQ

Location
San Francisco HQ
Workplace
Remote
Employment
Full time
Posted
3 months ago

About this role

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.

Responsibilities:

  • Work directly with leaders across Plaid on the company's most important and least-defined problems, particularly those at the seams of multiple teams or functions

  • Identify unowned, high-leverage opportunities across the business and driving them to clean outcomes

  • Operate across a wide aperture (strategy, GTM, operations, product, etc.) without being boxed into a single lane

  • Lead (directly or indirectly) high performing teams

  • Use AI tools and agents as a default part of how you work - not as an experiment, but as a force multiplier

Qualifications:

  • 10+ years of total experience, with meaningful time in consulting as well as direct operating roles (BizOps, Strategy & Ops, Finance, Chief of Staff, etc.

  • A track record of independently identifying problems and driving them to outcomes with limited top-down direction

  • 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

  • Strong analytical and structured-thinking skills; comfort translating ambiguity into frameworks, plans, and decisions

  • Experience directly managing high-performing teams

  • Familiarity with AI tools and agents to accelerate workflows is a plus

  • Knowledge of SQL and Tableau preferred

  • Experience in fintech, payments, or high-growth SaaS preferred

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.

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.

As published by Plaid. Applications are handled on their site.

Skills this posting mentions

Financial technologyCross-functional Team LeadershipFinance

About Plaid

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.

All 116 openings at Plaid

One click, then it is written

Apply to Plaid with a resume written for this role.

Queue Strategic Initiatives and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Plaid’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

More roles at Plaid

See all

Similar roles elsewhere

See more

Put this to work

Paste your career in once. Every application after that is written for you.

Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

500 free credits on sign-up. No card. Nothing is sent until you say so.

Listed from the job board Plaid publishes. Refolk is not the employer and does not handle their hiring. Applications go to Plaid directly.