Product Manager - Financial Management at Plaid

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

4+ years of product management or equivalent experience in a B2B environment
Proven ability to collaborate cross-functionally with Engineering, Design, and Go-to-Market teams to deliver impactful products
Experience influencing pricing, packaging, and customer adoption strategies
Comfortable engaging directly with customers through sales, account management, or customer success conversations
Strong communication skills, both written and verbal; able to simplify complex concepts for diverse audiences
Data-driven decision maker; adept at using qualitative feedback and quantitative metrics to inform prioritization
Thrives in fast-paced, ambiguous environments

Responsibilities

Set direction. Define the strategy and roadmap for new 0→1 insights products that make Plaid’s Financial Management offerings—Transactions, Investments, and Liabilities—more valuable and engaging for customers
Discover opportunities. Identify emerging customer needs and data-driven insights that unlock new ways to help users manage their financial lives
Build with focus. Partner with Engineering and Design to prototype and launch intuitive, high-quality products that extend Plaid’s Financial Management platform
Deliver value at scale. Ensure new capabilities are reliable, performant, and impactful across Plaid’s broad customer base and millions of end users
Communicate with precision. Create clarity across teams by articulating decisions, tradeoffs, and rationale crisply. Translate complex data and systems into simple, actionable narratives
Measure impact. Define success metrics, track adoption and engagement, and use insights to inform iteration and prioritization

Skills

Key technologies and capabilities for this role

Product ManagementAPIsMachine LearningData AggregationFinancial DataCustomer DiscoveryEngineering CollaborationRoadmappingOpen BankingTransactions API

Questions & Answers

Common questions about this position

What is the employment type for this Product Manager role?

This is a full-time position.

Is this Product Manager role remote or does it require office work?

This information is not specified in the job description.

What skills and experience are required for the Product Manager role?

The ideal candidate has led technical, API-based B2B products, communicates complex concepts with clarity, and makes bold, informed decisions in ambiguous environments.

What is the company culture like at Plaid?

Plaid is dedicated to empowering financial transformation through tools for developers, with a mission to unlock financial freedom by helping consumers and businesses manage their money via advanced data and machine learning.

What makes a strong candidate for this Product Manager position?

Strong candidates have experience leading technical API-based B2B products, own end-to-end problem spaces, and can define product direction while partnering with engineering in ambiguous settings.

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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