Operations Associate at Plaid

San Francisco, California, United States

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$100,000 – $120,000Compensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Software, B2BIndustries

Requirements

1–3 years in business operations or an adjacent role (Founder’s Associate, management consulting, VC)
Commercially minded and product curious
Process-oriented and efficiency driven
High ownership
Clear, fast communicator
Relentlessly curious

Responsibilities

Work closely with the Head of Operations (Youmna) and partner across all functions (finance, talent, product, GTM) to ensure things run smoothly
Support people operations (onboarding, offboarding, Notion organization, logistics)
Manage internal systems and processes (documentation, data standardization, tool maintenance)
Support compliance efforts (tracking deadlines, collecting documentation, drafting policy docs)
Drive strategic projects (researching tools, improving benefits, automating workflows)
Support revenue operations (monitoring self-serve revenue, tracking invoices, maintaining dashboards)
Work with the finance team to keep things accurate and automated

Skills

Operations

Process Improvement

Onboarding

Offboarding

Project Coordination

Logistics

Notion

Communication

Coordination

Plaid

Connects financial accounts to apps securely

About Plaid

Plaid simplifies financial data management for individuals and businesses by connecting various financial accounts to apps and services. Its main product is a set of APIs that allow developers to integrate financial data into their applications, enabling users to track spending, initiate payments, and access financial services all in one place. Plaid serves a wide range of clients, including app developers and financial institutions, and is used by popular apps like LendingTree and Square. Unlike many competitors, Plaid focuses on providing a comprehensive and scalable platform that supports various financial use cases, such as transactions and identity verification. The company's goal is to enhance the way users interact with their financial data, making it easier and more secure.

San Francisco, CaliforniaHeadquarters

2013Year Founded

$714.3MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.

Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.

Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.

Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.

Risks

Increased competition from API-based banking solutions like FIS's Code Connect platform.

Potential legal challenges, such as PNC's lawsuit over trademark issues.

Demand for enhanced transparency and security in financial data sharing.

Differentiation

Plaid offers seamless financial data integration through robust APIs for diverse clients.

Plaid's Pay by Bank for Bill Pay provides a cost-effective recurring payment solution.

Plaid's strategic partnerships enhance its value proposition in payroll and payment sectors.

Upsides

Plaid's expansion into the Triangle area indicates growth and increased hiring potential.

Partnership with Dwolla enhances Plaid's presence in the secure payments sector.

Collaboration with Ansa expands market reach through pay-by-bank capabilities for merchants.

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