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PlaidPlaid

Senior Product Manager, Financial Management

Own and grow Plaid’s Financial Management API products (Transactions, Investments, Liabilities) by discovering new use cases, setting long-term vision, collaborating with engineering/design on 0→1 features, and driving adoption/ARR through data-driven decisions in a B2B context.

About the job

Responsibilities

  • Discovering new problems and applications for Financial Management products. Our products are used across numerous, constantly evolving customer segments and use cases – you’ll have the opportunity to build on the leading edge of data products.
  • Collaborate with Engineering and Design to ship intuitive, high-quality experiences that drive enterprise value.
  • Balance qualitative feedback & intuition with quantitative success metrics to drive high-quality decisions. Own and report on success metrics like product adoption and ARR.
  • Delivering value at scale. Our products reach thousands of customers and millions of consumers, so you’ll have the opportunity to create widespread positive impact.
  • Long-term strategy and vision setting. You’ll define the path forward for your product area, and inspire stakeholders to help execute on your vision.
  • Collaboration and teamwork. You’ll work across a highly cross-functional team of engineering, data science, product marketing, and more to collectively deliver meaningful solutions.
  • Be the face of your product both internally and externally.

Qualifications

  • 4+ years of product management experience in a B2B context.
  • Prior experience influencing pricing & packaging for their products.
  • Experience directly participating in sales and account management conversations.
  • Experience working cross-functionally with Engineering & Design.
  • Excellent communication skills, both written and verbal; able to simplify complex concepts for diverse audiences.
  • Data-driven decision-making mindset; comfortable using both qualitative feedback and quantitative metrics to prioritize work.
  • Comfortable working in fast-paced, ambiguous environments and building 0→1 initiatives.

Nice-to-Haves

  • Led technical, API-based B2B products.
  • Extreme attention to detail, concisely communicates complex concepts, and is able to operate independently and make bold, informed decisions without waiting for perfect information.
  • Experience with financial management products including Transactions, Investments, and Liabilities.
  • Background in insights on open banking data, AI for PFM tools.

Skills

Product Management, B2B Products, Api Products, Data Aggregation, Machine Learning, Pricing, Packaging, Sales, Account Management, Cross-Functional Collaboration, Data-Driven Decision Making, Financial Data, Open Banking

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