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Business Operations

Drive strategic and operational agenda for Product or GTM organization

Drive the strategic and operational agenda for a Product or GTM organization, including cross-functional initiatives. Own foundational operating rhythms such as monthly business reports, QBRs, OKRs and KPIs, and executive reporting. Build dashboards, metrics, and success measures to enable data-driven decisions and partner on product strategy topics including pricing, commercialization, and go-to-market.

Why This Role?

BizOps is a launchpad: past team members have gone on to leadership roles in Product, GTM, and operational functions across Plaid.

Key Responsibilities

  • Drive strategic and operational agenda for Product or GTM organization
  • Own foundational operating rhythms including monthly business reports, QBRs, OKRs, KPIs, and executive reporting
  • Build dashboards, metrics, and success measures for leadership visibility
  • Partner on product strategy topics including pricing, commercialization, and go-to-market
  • Use AI tools and agents as a default part of work to enable data-driven decisions

Requirements

  • 6–11 years in management consulting, investment banking, and/or operating roles (BizOps, Strategy & Ops, Finance)
  • Comfort with ambiguity
  • Highly analytical with structured problem-solving approach
  • Proactive in the face of ambiguity
  • Experience partnering with leaders across Product and GTM on strategic and operational work

Required Skills

data analysisstrategic planningfinanceproject managementcross-functional collaborationoperational managementproduct strategyAI tools utilization
View Original Description from Ashby Job Boards

Original description from Ashby Job Boards

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 BizOps team is focused on solving some of Plaid's most pressing business issues. We are a small team of high-impact, low-ego generalist problem solvers. This role partners directly with leaders across Product and GTM on a mix of strategic and operational work with a direct, quantifiable impact on our customers, partners, and P&L. You will work on problems that directly shape how Plaid operates across its largest revenue lines and most critical partnerships — owning analysis, operating cadences, and cross-functional projects that span Product, GTM, Engineering, Finance, Legal, and Partnerships. BizOps is a launchpad: past team members have gone on to leadership roles in Product, GTM, and operational functions across Plaid. The role requires someone who is highly analytical, approaches problems in a structured manner, and is proactive in the face of ambiguity.   Responsibilities - Driving the strategic and operational agenda for a Product or GTM organization — and the cross-functional initiatives that come with it - Owning foundational operating rhythms — monthly business reports, QBRs, OKRs and KPIs, executive reporting — and evolving them as the business scales - Building out dashboards, metrics, and success measures that give leadership visibility and enable data-driven decisions - Partnering on product strategy topics including pricing, commercialization, and go-to-market for new and existing products - Using AI tools and agents as a default part of how you work — not as an experiment, but as a force multiplier   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 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 https://plaid.com/legal/#candidate-privacy-notice. 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.

Salary Context

Similar Data & Analytics roles on LokerDollar pay around $127.5k/yr (range $26.292k–999.999k/yr, n=92 active listings).

Hiring at Plaid

Plaid has 55 other active roles on LokerDollar and has been hiring here since May 7, 2026 — across Data & Analytics, Design, Finance & Accounting.

View all Plaid openings →

Openness not stated by employer — check the listing

Company
Plaid
Source
Ashby Job Boards
Salary
See remote (USD) vs local pay →
Job Type
full time
Location
Remote
Seniority
senior
PostedVerified
Jun 24, 2026

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Frequently asked questions

Is Business Operations at Plaid a remote job?
This role is based in Remote. See the listing for remote/onsite details.
What is the salary for Business Operations at Plaid?
The listed pay range for this role is $162k–237k/yr.
What type of employment is Business Operations at Plaid?
This is a full time position.
How do I apply?
Click the "Apply" button on this page to go to the official application at Plaid.

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