Business Intelligence
Plaid
Operations, Data Science
San Francisco, CA, USA
Posted on Jan 12, 2025
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 BI team is responsible for developing self-serve data systems, and building advanced analytics capabilities for Customer Insights. We serve as the Customer Insight Data pod - a full stack analytics owner that partners with the GTM and Customer Growth functions to provide accurate and validated data insights that drive business impact. We validate, transform, and analyze Plaid’s data and use it to inform and drive decisions for our stakeholders. Our Mission is to be stewards of Plaid’s data, ensuring its accuracy and delivering insights that drive impact.
As a member of Business Intelligence, you will play a pivotal role with our GTM team by leveraging data and analytics to drive informed decision-making and optimize our Pipeline strategy. You will play an integral role in developing our self-serve data capabilities for Plaid.
Responsibilities
- Be the data expert to GTM; Develop actionable insights that drive bottom-line impact across the team.
- Utilize SQL and DBT to extract, standardize, transform, and analyze Plaid’s data.
- Create data visualizations and narratives using Tableau to communicate insights to stakeholders.
- Develop predictive models such as Customer Health Scores, Closed Won Probabilities, and Pipeline Quality Index that speed up decision making and inform Plaid’s business strategy.
- Work cross-functionally with ML, Data Eng, Revenue, and Ops teams to deliver best-in-class data insights and tools to stakeholders.
Qualifications
- Bachelor's degree in a Quant related field.
- 5+ years of proven experience in a Data/Analytics function.
- Proficiency in SQL for data manipulation and analysis.
- Proficiency in Data Modeling - Github and DBT are a plus.
- Proficiency in Tableau for creating compelling visualizations.
- Experience with developing and deploying predictive analytics models and working with ML and Data Eng teams.
- Detail-oriented, organized, and capable of managing multiple stakeholders simultaneously.
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 accommodations@plaid.com.
