Plaid

• Lead AP and T&E operations, ensuring expense accuracy and timely accruals • Oversee a timely, accurate and efficient month-end close process. • Maintain strong internal controls and accounting policies. • Streamline accounting processes; ensure compliance with GAAP, including complex areas such as accruals, leases, and investments. • Mentor, coach, and grow a high-performing accounting team, fostering a culture of collaboration, ownership, and accountability. • Recruit, onboard, and develop talent to meet evolving business needs. • Own Procure-to-Pay and T&E systems; evaluate, implement, and optimize systems to drive automation and efficiency. • Leverage AI to improve close accuracy — surfacing issues promptly, deepening flux and variance analysis, and building out checklists and controls documentation that raises the bar • Partner closely with Corporate Finance, Strategic Finance, Legal, Engineering, and other teams to support strategic initiatives, operational scaling, and high-quality financial insights. • Provide accounting guidance to business partners to inform decision-making.

• Lead complex enterprise partnership deals from sourcing through close, managing multi-stakeholder negotiations and driving successful partner adoption. • Develop and refine partnership strategies across priority enterprise segments, including new and emerging areas of opportunity. • Build and manage a pipeline of strategic partners that expands Plaid’s reach and unlocks new growth opportunities. • Partner closely with Product teams across Payments, Credit, and Identity/Fraud to align partnership strategy with product priorities and market demand. • Translate partner and customer needs into clear, actionable opportunities that showcase Plaid’s differentiated value. • Navigate long and complex sales cycles, building momentum across diverse stakeholders and driving decisions forward. • Collaborate with sales teams to identify, shape, and advance partnership opportunities within their accounts. • Own quarterly partner acquisition goals and help drive growth across priority enterprise verticals. • Contribute to acquisition strategy, pipeline prioritization, and forecast accuracy to support strong business planning. • Solve complex partner challenges through cross-functional collaboration with Sales, Risk, Legal, Finance, Marketing, Commercial, and Business Operations.

Role Description We’re looking for an experienced Developer Relations Engineer to help the world’s fintech companies integrate with Plaid's APIs. In this role, you’ll create best-in-class developer experiences, cementing Plaid's reputation as the most trustworthy, developer-friendly financial services API. This is a highly technical, highly visible role with direct impact on Plaid’s product, brand, and developer experience. - Create and evolve developer documentation for Plaid’s APIs, writing new content and improving clarity, accuracy, and usability of existing content. - Distill complex technical topics into approachable, accurate explanations for a broad developer audience. - Design and build sample applications, demos, and tutorial videos that demonstrate the benefits of integrating with Plaid’s APIs and the best practices to use during integrations. - Improve and maintain developer-facing resources, including the Postman collection, documentation website, and other assets. - Serve as the developer’s advocate, working with our developer community and translating external developer needs into actionable product and documentation insights for internal teams. - Collaborate cross-functionally with Product, Engineering, Design, and Marketing to ensure Plaid delivers a best-in-class developer experience and to build solutions that engage, activate, and onboard new developers at scale. Qualifications - 5+ years of experience in Developer Relations, Developer Advocacy, or similar roles, or a combination of 2+ years in Developer Relations and 3+ years in related technical roles such as Software Engineering, Solutions Engineering, Implementation, or Sales Engineering. - Ability to write clear, idiomatic code in at least one widely used backend language and one frontend language. - Experience building sample applications and technical demos. - Experience writing high-quality developer documentation from scratch, and identifying gaps or opportunities in existing documentation. - Ability to quickly learn and clearly explain new technologies and concepts. - Strong developer empathy, with the ability to understand and communicate what matters most to developers. - Ability to thoughtfully leverage generative AI to accelerate your work while maintaining a high standard of quality in external-facing content. Requirements - Familiarity with OpenAPI. - Experience with web or mobile development. - Experience working on B2B APIs. - Experience building or growing developer communities around B2B APIs. - Strong presentation skills. - Experience creating technical content across formats such as slide decks, diagrams, web apps, or video. Benefits - Comprehensive benefit plan, including medical, dental, vision, and 401(k). - Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. - Pay is based on factors such as 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.

Role Description We help enable Plaid’s goals by drafting and negotiating all varieties of Plaid commercial agreements, including sell-side/go-to-market (GTM), buy-side (procurement), product partnerships, and consumer data access. We advise our business partners on commercial strategies and narratives regarding core and insight products, with a goal of accelerating revenue creation while appropriately addressing and mitigating legal and business risks. - Review and negotiate revenue-generating agreements, including our Master Services Agreement (MSA) and its associated product-specific terms and commercial-focused order forms. - Be a principal Legal partner to business stakeholders of all levels regarding the practical contours of their commercial transactions. - Help our team continue to evolve our processes, templates, and strategies relative to changing industry and regulatory standards and expectations. - Independently negotiate and close significant GTM deals with sophisticated Enterprise and large Fintech clients, including on counterparty paper. - Develop and maintain a strong understanding of Plaid’s products and privacy positions, particularly in relation to evolving industry and regulatory expectations. - Build deep relationships with key business and legal stakeholders, fostering open lines of feedback. Qualifications - Juris Doctorate - Law firm and/or in-house legal experience drafting and negotiating technology-focused services agreements involving sensitive data and fast-paced stakeholders. - Excellent communication and relationship-building skills. - Strong organization, task management, and process-focused approach. Requirements - Experience supporting a large sales organization on revenue-generating agreements. - Experience with customers who are in regulated industries (e.g., public sector; healthcare). - Fluency in negotiating with sophisticated enterprise and regulated financial institution customers. - Both in-house and law firm experience. - Experience with complex (e.g., high value, sophisticated parties, emerging technologies, sensitive data) technology transactions on counterparty paper. - Strong understanding of state and federal data privacy laws and industry standards. Benefits - Comprehensive benefit plan, including medical, dental, vision, and 401(k). - Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. - 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.

Role Description The ACH Operations team at Plaid is a cross-functional team responsible for Plaid’s suite of money movement and payments products. Numerous companies depend on our service for their payment needs. The Operations team is committed to offering support to our customers and to reimagine how millions of people and fintechs move their money in a convenient and secure manner while remaining compliant with payment regulations. The role requires cross-functional collaboration with Customer Oversight, Product, Strategic Finance, Engineering, and our GTM teams. Additionally, you will be responsible for providing day-to-day operational support to our Banking Partners and Business Customers. In addition to a solid understanding of Nacha Operating Rules, we are looking for someone with an understanding of RTP and FedNow. - Assist in creating and maintaining operational procedures. - Responsible for ACH Return Monitoring. - Monitor exposure limits for ACH Originators, including acting as a liaison between our Client and the Strategic Finance Team. - Responsible for ACH Investigations including but not limited to request for record of authorization, ACH Recalls, ACH Reversals, and Trace Requests. - Daily Reconciliation of Payment Activity. - Responsible for reviewing and resolving operational alerts. - Working directly with Plaid customers to resolve issues; gathering customer needs and working with the product team to resolve them. Qualifications - 4+ years in an ACH payments-focused operations or risk environment, with demonstrated ownership of complex work-streams. - Bachelor's Degree (finance focus not required; operational strength prioritized). - Strong verbal and written communication skills with ability to present to cross-functional stakeholders. - Strong organizational, critical thinking, and independent problem-solving skills. - Proficiency in Google Workspace, MS Office, Slack, and similar tools. - Strong understanding of Nacha Operating Rules (including return rate thresholds, authorization requirements). - Demonstrated ability to own workstreams autonomously with minimal managerial oversight. - Proven track record as DRI or significant contributor on process improvement or automation projects. - Ability to identify and recommend risk-calibrated decisions with limited guidance. Benefits - Comprehensive benefit plan, including medical, dental, vision, and 401(k). - Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. - 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.

Role Description Plaid is in one of the most exciting chapters in its history — and this role exists to make sure every Plaid employee feels it. As Internal Communications Lead, you'll build and own the systems, channels, and programs that keep Plaids informed, aligned, and energized about our mission and the opportunity ahead. This spans employee-facing comms and programming across channels, including programming and producing monthly All Hands and Half-yearly Business Reviews, and supporting leaders with change management. This is a builder role: you'll take what exists and programmatize it, defining the infrastructure, cadences, and editorial strategy that elevate how we communicate as a company. You'll play a central role in shaping Plaid's internal AI narrative, helping employees understand where AI is taking us and what it means for their work. You'll operate as a trusted advisor to Plaid's executive team and founder CEO, with the exec presence and judgment to counsel leaders on high-stakes moments. You will also work closely with senior leaders across the org as well as cross functional partners across the people team (Chief People Officer, HRBPs, WPE, Comp, Learning and Development). Responsibilities - Executive Communications: - Act as a trusted comms partner to Plaid leaders, shaping communications strategy, programming, and content for internal audiences. - Own high-impact exec content spanning talking points, emails, presentations, and slack messages for big company moments like All Hands, Half-yearly Business Reviews, and other company-wide presentations and communications. - Work closely with leaders to turn strategies or initiatives into clear, compelling stories that resonate across the company. - Company-Wide Internal Communications: - Own the narrative that makes Plaid's exciting chapter real for employees, connecting day-to-day work to the bigger opportunity in fintech infrastructure and AI. - Own internal comms strategy from All Hands and HBRs to weekly Q&As, org announcements, and major updates. - Help Plaids understand where our business is headed, why it matters, and how their work connects to the mission. - Keep messaging aligned across leaders so it’s consistent, clear, and lands well at scale. - Own Plaid's internal AI narrative, helping Plaids understand our AI strategy, what it means for the company's trajectory, and how it will shape their work. - Cross-Functional Partnership: - Partnering with internal teams across the company, including People, Workplace, Security, Finance, and Legal, to ensure all communications to employees are clear, effective, and consistent with our overall communication strategy and messaging. - Work across teams to keep internal and external narratives aligned, especially around big moments like product launches, fundraises and M&A, and leadership announcements. - Partner with production teams to bring events like All Hands, HBRs, and AI days to life, both live and recorded. - Lead change comms for key initiatives, helping employees navigate transitions with clarity and confidence. - Program Systems, Channels, and Tools: - Define and own Plaid's internal communications operating model, covering the channels, cadences, content types, and editorial calendar that govern how information flows across the company. - Build a channel strategy that makes deliberate choices about when to use Slack, email, video, intranet, live events, or asynchronous formats, and why. - Be a practitioner of AI: actively leverage AI tools in the craft of communications and help establish how AI augments internal comms work at Plaid. - Create repeatable playbooks and templates for recurring programs (All Hands, org changes, executive comms) that scale without adding headcount. - Own and continuously improve Plaid's intranet and internal platforms as communication infrastructure, not just publishing channels. - Employer Brand + Culture: - Identify and execute ways to highlight Plaid’s culture and showcase the strength of our team on social media (e.g., campaigns like Woven). - Own and continuously improve content on Plaid.com/careers. - Partner with internal teams to create blog content that brings to life what it’s like to work at Plaid. Qualifications - At least 7+ years working in an internal communications function at a fast-paced tech company (ideally someone who has worked closely with a founder). - Demonstrated track record of building or significantly scaling an internal communications program. Can point to specific systems, channels, or programs they architected from scratch or materially elevated. - Excellent communication, collaboration, and interpersonal skills, both written and verbal – and the ability to engage and understand technical and non-technical audiences. - Comfort and fluency with AI tools in communications practice; experience developing or owning an AI-related narrative (internal or external) strongly preferred. - Experience with producing high quality and engaging All Hands team meetings. - Strong executive presence and track record of counseling senior leaders, including founder/CEOs, on high-stakes communications. - Experience partnering closely with internal operations teams, like HR, IT, Workplace, Legal, etc. - High attention to detail and ability to distill complex ideas into clear guidance and written/verbal communications. - Experience as an effective team of one or lean team: ability to hold both the strategic vision and execute at the ground level without delegating the work. - Video editing + AI skills a plus. Benefits - Comprehensive benefit plan, including medical, dental, vision, and 401(k). - Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. - 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.

• Own the global support strategy and outcomes across SLAs, CSAT, revenue, and support quality. • Unite our customer and consumer support teams into a single, high-performing organization that is a true differentiator for Plaid. • Lead, grow, and coach managers and ICs across regions and time zones; drive performance, calibration, and quality programs at scale. • Manage critical incidents and executive-level escalations in tight partnership with Product, Engineering, Risk, Compliance, GTM, and CS Ops, including post-incident reviews and process fixes. • Evolve support operations, tooling, and knowledge management to drive efficiency, deflection, and consistent, high-quality experiences for customers and consumers. • Own the Customer Success Package business, balancing COGS, revenue, and customer experience. • Regularly report on support health and align plans and tradeoffs with Plaid’s executive team and other stakeholders.

Role Description We are seeking a highly skilled and experienced Product Counsel to join our legal team, bringing expertise in advising on Payments laws and their application to novel open banking and payments products. As a crucial member of Plaid’s Product Legal team, you will play a pivotal role in ensuring compliance and guiding the development of our cutting-edge products. Your insights and legal acumen will be instrumental in navigating the complex regulatory landscape and shaping the future of our offerings. You’ll operate as an embedded member of the product team and be trusted to be a key legal, business, and strategic advisor on complex legal, regulatory, and data privacy questions. The ideal candidate is highly collaborative, inquisitive, and solutions-oriented with prior experience advising at a payments-focused fintech, payment processor, bank (with consumer payments or bank-based payments focus) or similar organization. This candidate will possess a deep understanding of payments laws–ideally some combination of Nacha rules, Reg E, Third Party Sender obligations, to name a few–and their implications for the fintech industry. They love collaborating with cross-functional teams to integrate legal requirements into product development processes. They are comfortable presenting to executives, and love rolling up their sleeves and working through both small and large product or regulatory nuances. We are looking for a proactive individual who thrives in a fast-paced environment and is passionate about driving innovation while maintaining regulatory compliance. If you’re interested in a forward-thinking role within an ambitious and dynamic company, and pride yourself on seeing around corners and connecting dots, we’d love to talk to you! Responsibilities - Provide expert legal advice and guidance on matters related to fintech payments and consumer protection activities - Collaborate with cross-functional teams, including product, engineering, compliance, and product marketing to integrate legal considerations into the product lifecycle - Assist go-to-market and commercial counsel in deals, ensuring legal compliance and mitigating potential risks - Stay abreast of changes in relevant laws and regulations, and ensure proactive adjustments to company policies and procedures - Draft and review legal documents and disclosures related to consumer reporting and data protection - Work closely with external legal counsel when necessary and represent the company in regulatory discussions Qualifications - Juris Doctor (JD) degree from an accredited law school with an active license to practice law - 6-8+ years of legal experience - Strong familiarity with some combination of: Nacha operating rules, BSA/AML regulations, Reg E and other consumer protection laws (e.g. UDAAP), Third Party Sender requirements, Money Transmission Laws, RTP Network Rules, and Payment Card Network rules. - Strong understanding of data protection and privacy laws, including GLBA. - Experience negotiating, advising on, and managing the risks of complex commercial agreements with partner banks, payment processing vendors, and other payments-related service providers - Creative thinking about interpreting and applying the law in unsettled contexts Benefits - Comprehensive benefit plan, including medical, dental, vision, and 401(k) - Additional compensation in the form(s) of equity and/or commission are dependent on the position offered - Pay is based on factors such as 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

Role Description This position will play a crucial role in ensuring efficient and effective customer support operations. Your responsibilities will include: - Respond to an average of 25+ tickets per day while consistently maintaining high CSAT and quality scores - Triage incoming consumer tickets to ensure proper prioritization of the queue - Accurately diagnose issues and provide clear, effective resolutions - Collaborate cross-functionally to resolve consumer challenges and deliver timely, empathetic communication - Contribute to team projects aimed at improving internal workflows and enhancing the customer experience Qualifications - 1+ years of support experience in a support role and ability to exude a genuine interest and passion for Support - Effective written and verbal communication - Strong attention to detail - Experience communicating technical issues to non-technical consumers - Working with technical partners - Experience with Zendesk (or similar CSM), Slack, Google Suite, etc. and working in a distributed environment - Experience working with legal, compliance, and privacy partners, preferred - Knowledge of DSR requirements, preferred - Experience with AI in a support environment, preferred - Experience with other multiple types of support channels, such as live chat, social support, etc., preferred - Knowledge of APIs and FinTech, preferred Company Description Plaid's suite of products empowers users to seamlessly link up with the applications of their choice. Our consumer support team works to support our consumers by acknowledging, informing, and empowering our consumers through every step of the linking, or unlinking process. Our consumer support team handles a wide spectrum of issues, spanning from technical queries to concerns regarding security and privacy. 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.

• Review escalated consumer complaints, ensuring timely and accurate resolution with a consumer-first approach grounded in empathy and transparency • Screen complaints for potential regulatory and legal risks and escalate as appropriate • Conduct quarterly sample testing of non-escalated consumer inquiries to verify correct categorization and handling by the Consumer Support team • Analyze complaint trends and root causes to identify systemic issues, partnering with product, engineering, operations, and legal to implement preventative solutions • Prepare and deliver regular reporting on complaint performance, insights, and key metrics to senior leadership and stakeholders • Support quarterly complaint reporting to the Board's Audit and Risk Committee (ARC) and partner banks • Build and maintain relationships with compliance counterparts at Plaid's customers • Manage bi-weekly office hours for Consumer Support to address real-time compliance questions • Run calibrations with the Consumer Support team to identify training gaps and ensure alignment with internal policies and procedures