plaid
Implementation Specialist – Credit
At a Glance
- Location
- United States
- Work Regime
- remote
- Employment
- Full-time
- Experience
- 5+ years
- Compensation
- USD 119040-186000 per-year-salary
- Department
- GTM Operations
- Posted
- 2026-03-13T22:11:40.339000+00:00
Requirements
5+ years of experience in a client facing and / or technology focused role where business experience and technical acumen was combined. Experience working with Credit and Enterprise customers is strongly preferred
Experience traveling onsite and leading effective in-person meetings (kickoff, technical integration reviews, pre- and post- launch support)
Experience managing and executing complex technical projects with a customer-first attitude and a strong sense of empathy
Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences
Experience working with APIs, OAuth, webhooks, etc.
Proven ability to quickly learn new technologies and understand complex systems (APIs, databases, reporting tools, etc.)
Compensation & Benefits
The target base salary for this position ranges from $
119,040
/year to $
186,000
/year encompassing all Zones. The target base salary will vary based on the job's location.
Our geographic zones are as follows:
Responsibilities
Work with Plaid’s most strategic customers to build out applications and / or platforms across a variety of verticals across consumer lending, mortgage, wealth management, financial management, account opening, student loan refinancing, property tech as well as other uses cases
Own all aspects of the customer engagement, including technical scoping and design (i.e. creating architecture diagrams, sharing example code), project management (i.e. tracking progress and holding customers accountable to key milestones), creative problem solving, establishing customer success metrics and defining long-term strategy
Serve as a trusted advisor and lead point of contact throughout the implementation phase; establish and own correspondence with technical stakeholders from Project and Product Managers, to Engineers to senior leadership
Lead effective onsite, in-person meetings as needed throughout the implementation phase (i.e. kickoff, technical integration reviews, pre- and post- launch support)
Partner with Account Executives, Sales Engineers, Account Managers and Technical Account Managers to support customers in building out end to end workflows that align with Plaid’s technical best practices
Work cross-functionally to improve the customer onboarding experience by collecting and translating customer and partner feedback into meaningful product insights for our Product and Engineering teams
About the Company
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.