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PlaidPlaidSan Francisco, CA

Business Operations

Drive strategic and operational initiatives for Product or GTM teams at Plaid, owning business reporting, OKRs, dashboards, and cross-functional projects that impact revenue and partnerships.

162k – 237k
Hybrid6+ YOEBusiness Operations

About the role

Responsibilities

  • Drive the strategic and operational agenda for a Product or GTM organization and the cross-functional initiatives that come with it
  • Own foundational operating rhythms — monthly business reports, QBRs, OKRs and KPIs, executive reporting — and evolve them as the business scales
  • Build out dashboards, metrics, and success measures that give leadership visibility and enable data-driven decisions
  • Partner on product strategy topics including pricing, commercialization, and go-to-market for new and existing products
  • Use AI tools and agents as a default part of how you work

Qualifications

  • 6–11 years in management consulting, investment banking, and/or operating roles (BizOps, Strategy & Ops, Finance)
  • Comfort with ambiguity and a high degree of autonomy in prioritizing what matters most
  • Ability to build relationships at all levels and drive cross-functional consensus
  • Familiarity with AI tools and agents to accelerate workflows is a plus
  • Knowledge of SQL and Tableau preferred
  • Experience in fintech, payments, or high-growth SaaS preferred

Skills

SQLTableauAI ToolsBusiness IntelligenceDashboardingOkr ManagementFinancial AnalysisCross-Functional CollaborationStrategic PlanningData-Driven Decision Making
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