# Head of Investor Relations

**Company:** [Plaid](https://hotfix.jobs/companies/plaid)
**Location:** San Francisco, CA, New York, NY
**Role:** Other
**Salary:** $210k – $390k/yr
**Experience:** 10+ years
**Skills:** Investor Relations, Equity Research, Investment Banking, Private Equity, Strategic Finance, Arr, Nrr, Ltv/Cac, Gross Margin, Rule Of X, Free Cash Flow, Sec Regulations, Investor Engagement, Crisis Communications, Automation Tools
**Posted:** 2026-06-23

> Build and lead Plaid's Investor Relations function as a team of one. Shape the equity story, manage relationships with private and public investors, develop disclosure frameworks and guidance philosophy in preparation for IPO, and translate investor feedback into leadership insights. Requires 10+ years in IR/finance with B2B tech or fintech experience.

## Job Description

## 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.

## Similar roles

- [Pricing Strategy Director](https://hotfix.jobs/jobs/7af97158-2342-473c-8ce7-9788bc4221af) - Redis - Remote - $210k – $240k/yr
- [Director of Research](https://hotfix.jobs/jobs/14b7c280-25eb-486c-8131-af3b5a81c1b5) - Stellar - Remote - $210k – $365k/yr
- [Associate Medical Director, Payer Partnerships](https://hotfix.jobs/jobs/448b3eaa-428f-4806-8fee-7c981968268b) - Headway - Remote - $211k – $330k/yr
- [Senior Director, Analyst Relations](https://hotfix.jobs/jobs/aee55b97-5c6f-4923-864e-1cc0f4c1f758) - Twilio - Remote - $207k – $305k/yr
- [Head of Audit, Risk, and Compliance](https://hotfix.jobs/jobs/9bd946f5-7b57-4a78-b517-acd6b87af7a1) - Navan - Palo Alto, CA - $216k – $480k/yr

**Apply:** https://hotfix.jobs/jobs/531b81f0-c77a-4c7b-a99d-9b6394047dfc
**Canonical:** https://hotfix.jobs/jobs/531b81f0-c77a-4c7b-a99d-9b6394047dfc