Business Operations

The role

This person will act as a strategic and operational backbone for Product or GTM organizations. You will own analysis, operating cadences, and cross-functional projects that span Product, GTM, Engineering, Finance, Legal, and Partnerships.

What you will do

• Identify highest-leverage opportunities and drive them to clean outcomes
• Lead product strategy and cross-functional work such as launching new products or improving go-to-market motions
• Own foundational operating rhythms including monthly business reports, QBRs, OKRs and KPIs, and executive reporting
• Build dashboards, metrics, and success measures for leadership visibility
• Use AI tools and agents as a default part of how you work

Required qualifications

• 6–11 years in management consulting, investment banking, and/or operating roles (BizOps, Strategy & Ops, Finance)
• Strong analytical and structured-thinking skills
• 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

Nice to have

• Familiarity with AI tools and agents to accelerate workflows
• Knowledge of SQL and Tableau
• Experience in fintech, payments, or high-growth SaaS

Benefits

• Medical
• Dental
• Vision
• 401(k)

About the company

Plaid builds tools and experiences that developers use to create products. The company's network covers 12,000 financial institutions across the US, Canada, UK and Europe.