Business Operations - Payments

About 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.

About the Business Operations - Payments Role

The Business Operations team is focused on solving some of Plaid's most pressing business issues. We are a small team of individuals with complementary skill sets. This Business Operations - Payments role will partner directly with Plaid’s Payments team, a cross-functional team with a mission to harness Plaid’s network—spanning coverage, intelligence, and conversion—to deliver seamless, secure, and intelligent payment experiences for customers. In this role, you will work collaboratively across Product, Go-To-Market, Partnerships and Ops teams on a variety of strategic initiatives with a direct and quantifiable impact on our customers, partners, and P&L. You will perform critical data analysis to help inform our strategy and operations, and own many of the day-to-day processes that ensure the business is meeting its goals. The role requires someone who is highly analytical and strategic, approaches problems in a structured manner, and is comfortable with ambiguity.

Responsibilities

• Partner directly with our Transfer/Money Movement team (a pod within Payments), serving as the primary stakeholder to that team and working across both strategic and operational initiatives.
• Own foundational work across all of Payments PA, such as monthly business reports, OKR tracking and updating, and QBR/recurring reporting.
• Build out key metrics, tracking, and dashboards to support Payments initiatives + drive relevant behavior changes as needed.
• Identify opportunities to improve our operations across the PA and collaborate with cross-functional teams to implement them.
• Initiate, manage, and successfully execute new, cross-functional initiatives that increase alignment.
• Partner with other teams and functions to improve efficiency, productivity, and performance.

Qualifications

• 6-11 years in management consulting or investment banking.
• 5+ years operating experience (BizOps or Strategy and Ops at an earlier stage company) is a plus.
• Knowledge of SQL and Tableau is a major plus.
• Knowledge of how to leverage AI tools in workloads a plus.
• Direct experience with Finance / Tech.
• Experience with operational improvement projects.

Key skills/competency

• Payments Strategy
• Data Analysis
• Operational Improvement
• Cross-functional Collaboration
• Business Reporting
• OKR Tracking
• Process Management
• Financial Services
• SQL
• Tableau