
Plaid · San Francisco HQ
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...
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.
As an Executive Assistant at Plaid, you will play a crucial role in enhancing the productivity and operational efficiency of our
leaders and their teams. Success in this fast-paced environment requires exceptional organization, proactive problem-solving, and
strategic priority management. This position is ideal for a team-player who is a highly motivated self-starter, ready to execute
with precision and discretion in a dynamic setting.
Responsibilities
up on
All Hands and internal events
Requirements
environment
organization.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of
driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications
can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience
doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race,
color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical
conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military
or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with
criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable
accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or
interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a
comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to)
scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject
to change at any time, consistent with the terms of any applicable compensation or benefit plans.
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. The Role The EPD Finance function is a strategic partner to Plaid’s world-class Engineering, Product, and Design (EPD) organization. The team owns product-level revenue and gross margin forecasting, R&D investment planning, and the analytical frameworks that guide how Plaid deploys capital — and serves as a critical voice in long-range strategic and capital allocation decisions. As Head of EPD Finance, you will work closely with Engineering, Product, Design, GTM, Data, Accounting, and the Executive team to ensure our R&D engine and product portfolio deliver durable, compounding returns. You will report directly to the CFO and act as the primary finance partner to our CPO and CTO — their go-to thought partner on strategy, resource allocation, and execution across the EPD organization. You will inherit a lean, talented team with plans to scale appropriately over time. RESPONSIBILITIES * Revenue & Gross Margin Forecasting — Build product-level forecasts that accurately predict Plaid’s topline performance in the near and mid-term. Construct long-term forecasts that balance bottoms-up and top-down methodologies to help size Plaid’s commercial opportunity 3–5 years into the future. * Resource Allocation — Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling that maps directly to the product roadmap, the EPD AI tooling approach, and scenario planning. Identify opportunities to optimize COGS and opex in ways that increase velocity, while remaining disciplined on costs. * Performance Visibility & Tracking — Own EPD performance tracking and reporting. Ensure we focus on the highest-signal metrics, including service delivery to customers. Partner with Data teams on data hygiene, timeliness, and the granularity needed to inform decisions across EPD and the broader business. * Cross-functional Partnership — Build trusted relationships across the company, acting as the connective tissue between EPD and the rest of the business — and especially between Product and GTM, where you’ll provide counsel and analytical support on cross-functional priorities. * Board Reporting — Own the Product narrative for quarterly Board meetings: business performance, strategic progress against near- and long-term goals, and a forward-looking perspective — synthesized into compelling, executive-ready materials. * Team Building — Define the future-state of the EPD Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled growth-stage business. Be a strong collaborator with peer Finance leads, and set the example for how your team partners with the rest of the Finance org. QUALIFICATIONS * 15+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth technology company * Deep fluency in product P&L finance — you can move fluidly between product-level revenue forecasting, gross margin analysis, headcount and capacity planning, and software economics without losing the narrative thread * Exceptional analytical rigor paired with sharp business judgment — you know when the model needs more work and when it’s time to make a call * A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there * Demonstrated success leading and developing high-performing finance teams * Executive presence and exceptional communication skills — written, verbal, and visual — with the ability to influence senior stakeholders, technical leaders, and Board-level audiences * Prior experience partnering with engineering and product leaders is a strong plus; fintech or financial services experience is a plus, but not required Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
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. Our Fraud team's mission is to help companies detect and prevent fraud using Plaid's financial network data. We believe that transaction patterns, device signals, identity linkages, and behavioral data are dramatically underleveraged tools in fraud prevention. Our products — including Protect and Signal — operate at network scale and depend on real-world investigation and research to stay ahead of adaptive adversaries. As a Senior Fraud Researcher, you will sit at the intersection of live fraud investigation, applied data science, and product innovation. You will lead complex investigations, translate findings into detection improvements, and collaborate tightly with Data Science, ML, and Product teams to shape the next generation of Plaid's fraud capabilities. This is not a purely operational role — your research directly drives features, model inputs, and product design. Responsibilities: Live Fraud Investigation & Reconstruction * Lead investigations into complex fraud cases across identities, accounts, devices, and transaction surfaces * Provide support to day-to-day fraud operations including SEVs and alert triage * Reconstruct attacker sequences and hypothesize actor intent and tooling * Distill patterns from noisy signals into clear narratives and actionable insights * Bridge investigation outcomes to product and model improvements Signal & Tool Utilization at Scale * Operate across Plaid's fraud tooling — dashboards, alerting systems, network signals, and analytics platforms — to detect and validate anomalies * Stress-test existing capabilities, identify systemic gaps, and define new detection primitives * Proactively identify gaps in internal fraud tooling and automation, driving enhancements to improve efficiency and scale Product & Model Partnership * Collaborate with Data Science, ML/AI, and Product teams to improve labeling, feature sets, evaluation frameworks, and model decay monitoring * Surface data quality limitations and systematically formalize missing features * Translate exploratory research into reusable feature pipelines, model inputs, or rule augmentations * Participate in product discovery, roadmap planning, and post-launch evaluation to ensure fraud-awareness by design Deep Applied Fraud Research * Conduct longitudinal and structural analysis of how fraud types manifest in Plaid network data — entity linkages, temporal patterns, attack rotations, tool chains * Experiment with network/graph analysis, sequence mining, anomaly detection, and custom heuristics where off-the-shelf approaches fail Ecosystem Monitoring & Knowledge Leadership * Continuously survey external fraud trends, adversary techniques, tooling, and emerging threat vectors * Proactively perform threat modeling of abuse surfaces and initiate research proposals when patterns emerge Case Studies & Reporting * Produce clear, evidence-backed technical reports and case studies for product, engineering, operations, legal, and executive stakeholders * Document investigation workflows, attack classifications, and proof-of-concept detection logic * Drive post-incident learning by capturing lessons from fraud incidents and feeding them back into defenses Qualifications: * 3+ years of applied fraud experience in a high-velocity environment (fintech, consumer payments, banking, SaaS, marketplace risk, or security research) * Investigator mindset: pattern synthesis, hypothesis testing, and skilled triage between signal and noise * End-to-end investigation experience reconstructing attacker intent and behavior in multi-step attack sequences across accounts, devices, and identities * Post-containment incident response experience with a deep emphasis on post-mortems and root cause analysis * Dark and grey-web navigation and investigation experience; ability to assess source credibility and translate external intelligence into actionable insights * Strong communication: ability to explain complex, ambiguous behavior to technical and non-technical audiences * Tool fluency with data environments and investigative toolchains (BI tools, anomaly detection, case trackers) Preferred * SQL for deep data querying and exploratory analysis * Python for scripting, rapid prototyping, and analytical workflows * Graph/network analysis experience to detect linked behavioral structures or actor networks * Familiarity with rule engines, signal gating, and large-scale monitoring systems * Experience applying AI tools and agents to accelerate investigations and research workflows * Ability to translate fraud research into actionable signals, rules, or labeled datasets that improve model performance Nice to Have * Fraud domain certifications (e.g., CFE) * Prior work on consumer identity, payments, or risk platform development * Exposure to production ML model lifecycles and metrics for drift/decay * Experience improving internal fraud tooling, automation, or case management systems Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
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. Our Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology and that many industries that don't currently consider themselves to be fintech actually are. As an Enterprise Account Executive - Named Accounts, you'll be the individual helping us achieve this vision. Your focus will be on generating new enterprise deals and building strong, long-lasting relationships with large companies in North America. You'll be tasked with identifying and closing major deals across verticals across Plaid’s Enterprise segment. Responsibilities * Own and grow a portfolio of strategic enterprise accounts, driving both expansion within existing customers and net-new revenue across key greenfield opportunities * Lead complex, multi-threaded sales cycles by engaging technical, product, and executive stakeholders, positioning Plaid as a strategic partner * Craft and deliver compelling, business-centric value stories that connect Plaid’s solutions to measurable customer outcomes * Partner cross-functionally with Solutions Engineering, Account Management, Product, and other teams to drive new sales and expand existing use cases * Proactively identify and act on industry trends, competitive dynamics, and customer needs to refine sales strategy * Contribute to building and scaling the enterprise sales motion by sharing insights, improving processes, and mentoring others * Win as a team — in partnership with outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod Qualifications * Ability to sell a technical solution to a business buyer, developing and delivering a compelling value story at the executive level * Significant experience (9+ years of quota-carrying experience) in a new revenue role, with a strong track record of closing enterprise-level deals (including 4+ years focused on enterprise customers) * Strong prospecting, qualification, and negotiation skills, with a consultative and product-centric sales approach * Experience partnering with cross-functional teams and executing a territory- or vertical-focused revenue strategy * Strong command of executive-level conversations and confidence in facilitating technical discussions alongside Solutions Engineers and Technical Account Managers * Excitement to operate in a high-growth environment and contribute to building processes, tools, and playbooks Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.