The Role
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. They are a small team of individuals with complementary skill sets. This role is highly cross-functional, and will have the opportunity to drive impact across the business including within GTM, Product, and Finance.
As a founding member of the Competitive Intelligence & Strategy function at Plaid, you will design and scale our competitive insights system from the ground up. You’ll be responsible for building a scalable motion for: aggregating, analyzing, and enacting insights into action on competitive intelligence that influences product, pricing & packaging, and sales execution. This is a rare opportunity to build a critical function that sits at the intersection of GTM, Product, and corporate strategy.
Responsibilities
- Build and manage Plaid’s Competitive Intelligence system and workflows.
- Own the creation and maintenance of Competitive Intelligence assets (battlecards, competitor briefs, internal alerts).
- Scale win/loss analyses in partnership with SalesOps and PMM.
- Design structured feedback loops to collect and analyze GTM input.
- Synthesize competitive trends into clear, executive-ready guidance.
- Partner across Product, BizOps, and PMM to connect Competitive Intelligence to our product roadmap and strategy.
Qualifications
- 5–8+ years total experience, with experience in: Competitive Intelligence/Strategy, Corporate Development, BizOps, PMM or Sales/Solution Engineering.
- Previous experience owning Competitive Intelligence in a cross-functional environment.
- Cross-functional collaborator.
- Demonstrated ability to gain buy-in from across the organization to drive action from insights.
- Strong writing and communication skills.
- High comfort with ambiguity, and an entrepreneurial-mindset to build systems and processes from the ground up.
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 [email protected].
Please review our Candidate Privacy Notice here.
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The Company
What We Do
Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe.
At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.
