Plaid

Customer Operations Engineer

Plaid
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1 month ago
San Francisco, CA, USA or New York, NY, USAMid Level
H1B sponsor

Base Salary

$131k - $163k/yr

Responsibilities

  • Identify inefficient operational processes, prototype solutions, and own them through production deployment.
  • Automate account operations across entire portfolios rather than handling accounts individually.
  • Build AI-driven workflows for technical support tasks such as issue triage, routing, and system synchronization.
  • Develop customer-facing self-service flows in Plaid’s dashboard.
  • Instrument systems, collect metrics, and evaluate the impact of shipped work.
  • Create documentation, lead demos, onboard internal teams, and support software in production.

Requirements

  • 4+ years of experience building and maintaining production software.
  • Demonstrated initiative identifying and resolving manual or inefficient processes.
  • Experience working closely with technical products or customer-facing operations.
  • Ability to write SQL, instrument features, and measure outcomes with data.
  • Strong technical communication skills with technical and non-technical stakeholders.
  • Comfort using AI coding tools and building systems that leverage AI agents.

Benefits

  • Comprehensive medical, dental, vision, and 401(k) benefits.
  • Additional compensation may include equity and/or commission, depending on the position offered.
  • Equal opportunity employer with reasonable accommodations available for candidates with disabilities.

Tech Stack

Plaid

About Plaid

5,001-10,000 employees

Plaid builds APIs and SDKs that let developers and financial institutions connect consumer bank and investment accounts, verify ownership, retrieve transactions, assess income/liabilities, fight fraud, and move money (e.g., ACH/transfer). It sells usage-based access to products like Link, Auth, Transactions, Identity, Income, Liabilities, and Payments. Founded in 2013 and headquartered in San Francisco, Plaid’s network spans 12,000+ financial institutions across the US, Canada, the UK, and Europe, with customers including Venmo, SoFi, and Betterment.

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