Strategic Initiatives

Plaid Plaid · Fintech · San Francisco, CA · All Departments

Strategic Initiatives role at Plaid, a fintech company, focusing on undefined problems at the seams of teams, driving opportunities, and operating across strategy, GTM, operations, and product. Requires 10+ years of experience, with a strong track record in consulting and operating roles, and the ability to lead teams. The role emphasizes using AI tools and agents as a force multiplier and familiarity with them is a plus.

What you'd actually do

  1. 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
  2. Identify unowned, high-leverage opportunities across the business and driving them to clean outcomes
  3. Operate across a wide aperture (strategy, GTM, operations, product, etc.) without being boxed into a single lane
  4. Lead (directly or indirectly) high performing teams
  5. Use AI tools and agents as a default part of how you work — not as an experiment, but as a force multiplier

Skills

Required

  • consulting experience
  • direct operating roles (BizOps, Strategy & Ops, Finance, Chief of Staff, etc.)
  • identifying problems and driving them to outcomes
  • building relationships
  • driving cross-functional teams
  • analytical skills
  • structured-thinking skills
  • managing high-performing teams

Nice to have

  • SQL
  • Tableau
  • fintech experience
  • payments experience
  • high-growth SaaS experience

What the JD emphasized

  • 10+ years of total experience
  • meaningful time in consulting as well as direct operating roles
  • 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