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

Key technologies and capabilities for this role

OperationsProcess ImprovementOnboardingOffboardingProject CoordinationLogisticsNotionCommunicationCoordination

Questions & Answers

Common questions about this position

What is the salary range for the Operations Associate position?

The salary range is $100K - $120K.

Is this role remote or onsite, and what's the office requirement?

This is a hybrid role requiring 3 days a week in the SF office, with an early start around 7am to align with European teammates.

What experience or skills are required for this role?

Candidates need 1–3 years in business operations or adjacent roles like Founder’s Associate, management consulting, or VC, and should be commercially minded and product curious.

What is the company culture like at Plain?

Plain is a small, tight-knit crew with offices in SF and London, focused on high-growth startup operations, close collaboration across functions, and early starts to work with European teammates.

What makes a strong candidate for this Operations Associate role?

A strong candidate has 1–3 years in business operations, startups, consulting, or VC, and is commercially minded and product curious, ready for a high-impact generalist role with cross-functional exposure.

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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