Plaid
FinTech
StrategicInitiatives
Neural analysis suggests this role is
optimal for Senior candidates.
“Strategic Initiatives at Plaid. Skills: Process management, Cross-functional coordination, Vendor management, Stakeholder management. Work with leaders on problems. Identify unowned opportunities”
What You'll Achieve.
Driving opportunities to outcomes
Industry & Context.
Analytical thinking; Structured thinking; Translate ambiguity
What They're Looking For.
Must Have
10+ years experience, Consulting experience, Direct operating roles, Independently identifying problems, Driving problems to outcomes, High agency, Sense of ownership, Willingness to roll up sleeves, Build relationships at all levels, Drive cross-functional teams to action, Analytical thinking, Structured thinking, Translate ambiguity into frameworks, Translate ambiguity into plans, Translate ambiguity into decisions, Manage high-performing teams
Nice to Have
Familiarity with AI tools, Familiarity with AI agents, Knowledge of SQL, Knowledge of Tableau, Experience in fintech, Experience in payments, Experience in high-growth SaaS
What You'll Do.
Work with leaders on problems
Identify unowned opportunities
Drive opportunities to outcomes
Operate across wide aperture
Lead high performing teams
Use AI tools as default
Use AI agents as default
How You'll Work.
Team & Collaboration
Cross-functional teams; Leaders across Plaid
Full Job Description
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. Responsibilities: - Work directly with leaders across Plaid on the company's most important and least-defined problems, particularly those at the seams of multiple teams or functions - Identify unowned, high-leverage opportunities across the business and driving them to clean outcomes - Operate across a wide aperture (strategy, GTM, operations, product, etc.) without being boxed into a single lane - Lead (directly or indirectly) high performing teams - Use AI tools and agents as a default part of how you work — not as an experiment, but as a force multiplier Qualifications: - 10+ years of total experience, with meaningful time in consulting as well as direct operating roles (BizOps, Strategy & Ops, Finance, Chief of Staff, etc. - A track record of independently identifying problems and driving them to outcomes with limited top-down direction - High agency, sense of ownership, and willingness to roll up your sleeves - Ability to build relationships at all levels and drive cross-functional teams to action - Strong analytical and structured-thinking skills; comfort translating ambiguity into frameworks, plans, and decisions - Experience directly managing high-performing teams - Familiarity with AI tool
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