Head of Investor Relations

Responsibilities

• Shape Plaid's long-term equity narrative anchored on durable growth, capital efficiency, and profitability levers.
• Lead development of core investor materials including business overviews, investor presentations, and roadshow-style content.
• Build and manage relationships across private market investors and prospective public market investors and sell-side analysts.
• Develop a proactive engagement calendar including 1-on-1s, conferences, and other touch points.
• Support liquidity events for current shareholders as Plaid moves toward and through a public listing.
• Drive preparation of investor materials, including earnings scripts, decks, Q&A prep.
• Establish disclosure policies that will meet SEC and global regulatory requirements at IPO.
• Develop an investor-specific crisis-communications playbook.
• Define Plaid's guidance philosophy, annual vs. quarterly cadence, GAAP vs. non-GAAP framing.
• Monitor investor sentiment, track comparable company narratives, and proactively identify disconnects.
• Monitor peer performance, macro trends, and policy developments relevant to fintech and B2B technology.
• Translate investor feedback into actionable insights for leadership.
• Implement IR tooling, dashboards, and automation to streamline reporting, sentiment analysis, and investor targeting.
• Define the future-state IR org and scope and hire incremental headcount.

Requirements

• 10+ years in Investor Relations, equity research, investment banking, private equity, or strategic finance, with significant experience in B2B technology or fintech.
• Deep fluency in the metrics that drive software businesses — ARR, NRR, LTV/CAC, gross margin, Rule of X, and free cash flow — and the ability to translate them into clear, compelling narratives.
• Experience engaging both private market investors (venture, late-stage growth, secondaries) and public market investors or sell-side analysts.
• Demonstrated success operating autonomously as analyst, storyteller, project manager, and spokesperson.
• Proven ability to communicate regulatory and policy topics to investors in highly regulated industries.
• Creative, unconventional thinker who challenges the standard IR playbook.
• Track record of implementing automation, AI, or CRM tooling to scale outreach and data gathering.
• Executive presence and exceptional written, verbal, and visual communication skills.

Nice-to-Haves

• Experience building an IR function from the ground up.
• Familiarity with fintech or B2B SaaS capital markets dynamics.