Product Manager, Financial Management

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

The Financial Management team develops market leading API products that power the most influential digital finance experiences that help millions of consumers and small businesses every day - think budgeting apps and financial management tools offered by banks and wealth platforms. Our mission is to unlock financial freedom for everyone by making it easier for customers and businesses to meet their financial goals. We do this through a state-of-the art, data aggregation and machine learning engine that enables our customers to seamlessly build delightful experiences on top of consumer-permissioned financial data.

Every day, Plaid helps thousands of developers build a better financial future. You'll be responsible for defining the products which enable Plaid and our customers to shape the future of financial services.

We are looking for the right product manager to own and grow Plaid’s financial management products, including Transactions, Investments, and Liabilities, even more valuable to our customers and partners.

Plaid is on a journey to build insights on top of open banking data that drive value for customers, consumers and the fintech ecosystem in general. Additionally AI is changing how consumers use PFM tools. You’ll work closely with customers to identify opportunities in our Financial Management products, size them, and then work with engineering to bring them to life.

Product Managers at Plaid own the end-to-end problem that they are trying to solve with their team. You will set the product direction, drive new capabilities into our core offering and you will ensure sound strategic direction and effective detailed plans are in place from architecture to operations to go-to-market.

The ideal candidate has led technical, API-based B2B products, has an extreme attention to detail, concisely communicates complex concepts, and is able to operate independently and make bold, informed decisions without waiting for perfect information.

Responsibilities:

Discovering new problems and applications for Financial Management products. Our products are used across numerous, constantly evolving customer segments and use cases – you’ll have the opportunity to build on the leading edge of data products.

Collaborate with Engineering and Design to ship intuitive, high-quality experiences that drive enterprise value

Balance qualitative feedback & intuition with quantitative success metrics to drive high-quality decisions. Own and report on success metrics like product adoption and ARR

Delivering value at scale. Our products reach thousands of customers and millions of consumers, so you’ll have the opportunity to create widespread positive impact.

Long-term strategy and vision setting. You’ll define the path forward for your product area, and inspire stakeholders to help execute on your vision.

Collaboration and teamwork. You’ll work across a highly cross-functional team of engineering, data science, product marketing, and more to collectively deliver meaningful solutions.

Be the face of your product both internally and externally

Qualifications:

4+ years of product management experience in a B2B context

Prior experience influencing pricing & packaging for their products

Experience directly participating in sales and account management conversations

Experience working cross-functionally with Engineering & Design

Excellent communication skills, both written and verbal; able to simplify complex concepts for diverse audiences

Data-driven decision-making mindset; comfortable using both qualitative feedback and quantitative metrics to prioritize work.

Comfortable working in fast-paced, ambiguous environments and building 0→1 initiatives.

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!