plaid

Implementation Specialist – Credit

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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.