Business Operations - Payments

About This Role

The Business Operations team focuses on solving Plaid's most pressing business issues. This role will partner directly with Plaid’s Payments team to deliver seamless, secure, and intelligent payment experiences for customers by working across Product, Go-To-Market, Partnerships and Ops teams on a variety of strategic initiatives with a direct and quantifiable impact on our customers, partners, and P&L.

Responsibilities

• Partner directly with our Transfer/Money Movement team (a pod within Payments), serving as the primary stakeholder to that team and working across both strategic and operational initiatives.
• Own foundational work across all of Payments PA, such as monthly business reports, OKR tracking and updating, and QBR/recurring reporting.
• Build out key metrics, tracking, and dashboards to support Payments initiatives + drive relevant behavior changes as needed.
• Identify opportunities to improve our operations across the PA and collaborate with cross-functional teams to implement them.
• Initiate, manage, and successfully execute new, cross-functional initiatives that increase alignment.
• Partner with other teams and functions to improve efficiency, productivity, and performance.

Requirements

• 2-3 years in management consulting or investment banking
• Direct experience with Finance / Tech
• Experience with operational improvement projects

Qualifications

• 2-3 years in management consulting or investment banking and 1-2 years operating experience (BizOps or Strategy and Ops at an earlier stage company) is a plus.

Nice to Have

• 1-2 years operating experience (BizOps or Strategy and Ops at an earlier stage company)
• Knowledge of SQL and Tableau
• Knowledge of how to leverage AI tools in workloads

Skills

* Required skills

Benefits