Customer Operations Engineer

The role

You will own platform systems end-to-end by identifying manual processes and building software to remove friction. You will build internal tooling, self-serve dashboard flows, and AI-driven automation to power operational teams.

What you will do

• Identify broken, manual, or slow processes, prototype solutions, and take them through production deployment.
• Transform manual actions into automated workflows that operate across entire portfolios.
• Automate repetitive technical support tasks by designing tools for AI agents.
• Build customer-facing flows in Plaid’s dashboard to guide users to quick answers.
• Instrument systems, pull metrics, and evaluate real-world outcomes.
• Create documentation, lead demos, and onboard internal teams.

Required qualifications

• 4+ years of experience building and maintaining software in production.
• History of identifying manual or inefficient processes and taking initiative to fix them.
• Experience working close to technical products or customer-facing operations.
• Ability to write SQL, instrument features, and measure impact using data.
• Skill in framing problems and explaining complex technical solutions to non-technical partners and leadership.
• Comfort using AI coding tools and building systems that leverage AI agents.

Benefits

• Medical
• Dental
• Vision
• 401(k)

About the company

Plaid builds tools and experiences that thousands of developers use to create financial products. The company is headquartered in San Francisco and works with thousands of companies to connect financial accounts to apps and services.