Plaid culture
At Plaid, we hold ourselves and our work to a high standard. We pride ourselves on being an end-to-end service provider with a focus on effective product implementation while always demonstrating cost transparency. These values are the bedrock of our company culture:
Detail-oriented
Innovative
Outcome-oriented
Team-oriented
Initiative
Open roles
Think you’re a good fit and share our values? Submit your resume and cover letter to info@beingplaid.com. Click any role below for the full description.
Client Success Manager +
Remote
$50k–$60k + benefits
Travel 5–10%
Plaid seeks a Client Success Manager to create long-term, trusting relationships with our clients and users. The primary responsibility is to work directly with clients and offer guidance so they maximize the value of our products and services. The role oversees a portfolio of clients, develops new business from existing clients, and actively seeks new sales opportunities — answering client queries, responding to support requests, and onboarding new clients. If you have a knack for client communication, get excited by problem solving, are familiar with CRM software, are outrageously organized, and are incredibly attentive to detail, we’d like to meet you.
Responsibilities
- Serve as the lead point of contact for all client account management matters related to the implementation, monitoring, and support of Plaid’s services.
- Build and maintain strong, long-lasting client relationships.
- Serve as the gatekeeper for the daily flow of client customer-service requests and ensure they are assigned per process guidelines.
- Develop trusted advisor relationships with key accounts, client stakeholders, and executive sponsors.
- Ensure the timely and successful delivery of Plaid’s standard programs and solutions according to client needs and objectives.
- Develop new business with established and new clients, and identify areas of improvement to meet sales goals.
- Prepare reports for monthly client success meetings.
- Collaborate with the sales team to identify and grow opportunities within territory.
- Assist with challenging client requests or issue escalations as needed.
Experience & requirements
- Experience delivering client-focused solutions to meet customer needs.
- Process and software documentation skills.
- Strong technical skills and comfort working in software platforms.
- Managing multiple priorities and initiatives.
- Sharp attention to detail; timely execution in accordance with deadlines.
- Excellent listening, negotiation, and presentation skills.
- Extremely organized and task-list driven; patience when troubleshooting.
- Strong verbal and written communication skills.
- Ability to translate and explain technology in an accessible, approachable manner.
- Background in uncovering efficiencies and opportunities for improvement.
Bonus skills & interests
- Experience with Salesforce Service Cloud.
- Knowledge of higher education institutions and fraternity/sorority organizations.
- Basic graphic design principles.
The details
- Time allocation: Client success 70%, client support & response 10%, sales 20%.
- Remote position; expect 5–10% travel.
- $50k–$60k per year, plus health insurance, sales commission, and an annual bonus structure.
Apply for this role
Consultant — Curriculum Development & Learning +
Curriculum & instructional design
Bachelor’s or 5 yrs experience
Plaid seeks a Consultant to take significant responsibility in curriculum review and development, assisting in the creation, review, and revision of Plaid’s in-person and online curriculum. This includes custom educational course-sets and modules requested by clients, as well as Plaid’s signature programs. This person works closely with clients to manage online curriculum projects from inception through completion and collaborates with Plaid colleagues and associates to determine educational pairings with online courses. While much of the time is spent designing curriculum and courses, the Consultant may also facilitate some in-person programs as needed.
Responsibilities
- Conceptualize and build in-person and online curriculum and courses to client specifications.
- Manage client projects from inception to completion — including expectations, timeline, content delivery, and content quality.
- Create and edit supplemental resources to be paired with in-person and online curriculum.
- Review and revise existing Plaid curriculum and courses to ensure relevance with current industry standards.
- Present and facilitate in-person programs, as needed.
- Assist with general Plaid administrative needs, as necessary.
Experience & requirements
- Some familiarity with Adobe Suite and the Articulate e-learning system.
- Experience in computer-based course development and delivery.
- Excellent organizational and time-management skills.
- Strong interpersonal skills; comfortable building client relationships.
- Ability to work independently with a self-starter attitude and attention to deadlines.
- Proven ability to plan and manage resources.
- Able to deliver presentations and comfortable using technology to demonstrate online products.
- Experience with CRM software (e.g., Salesforce).
Education
- Bachelor’s degree or five years of relevant experience.
Apply for this role
Business Development Associate +
100% remote
Base salary + commission
Some travel
Plaid seeks a Business Development Associate to develop new opportunities, close sales by contacting potential clients directly, assist with marketing efforts, and manage B2B relationships. The ideal candidate has proven experience in business development or fundraising and is prepared to move to the next level in their career. This position is 100% remote; some travel may be required for company meetings, conferences, and to meet with clients.
Responsibilities
- Manage the existing sales pipeline and develop new business opportunities.
- Identify and research potential new clients; cultivate relationships to secure new business.
- Develop and maintain client relationships.
- Take a lead role in the development of proposals, presentations, and RFP responses.
- Collaborate with the management team to ensure revenue targets are met.
- Gather useful information from customer and competitor data.
- Maintain a strong understanding of company products and services, as well as those of competitors.
- Make and give presentations/demos to prospective clients and internal executives.
- Maintain sales analytics; other duties as needed.
Experience & requirements
- Successful track record in B2B business development.
- Excellent verbal and written communication skills.
- Working experience with sales techniques.
- Proficiency with data analysis, forecasting, and budgeting.
- Proven ability to plan and manage resources.
- Comfort in penetrating and cultivating new relationships.
- Able to deliver presentations and comfortable using technology to demonstrate online products.
- Experience with CRM software (e.g., Salesforce).
Education & compensation
- Bachelor’s degree or five years of relevant experience.
- Pay includes base salary plus commission.
Apply for this role
Associate +
Project-based
Per-project compensation
Plaid associates are talented individuals who provide professional services to support Plaid programs and projects. Associates serve in either project-support or project-lead capacities, which varies by the scope of work and project activities.
What Plaid associates do
- Curriculum development — designing learning content (workshops, educational strategies, facilitator guides, program materials) delivered in person, online, or in a hybrid setting.
- Instructional design — using online learning platforms to construct courses and other digital, remote learning experiences.
- Facilitation — serving in an in-person or remote facilitator role.
- Strategic planning — guiding clients through strategic planning processes, in person or remotely.
- Research & assessment — designing, analyzing, or reporting on data collection efforts.
Who succeeds
Successful associates are self-starters who can independently manage projects and deadlines. Associates are sometimes tasked with working alongside Plaid team members or other associates, so the ability to collaborate effectively and produce high-quality work is a skill we look for.
Compensation
Associates are compensated on a per-project basis, at an agreed-upon amount determined at the start of the engagement. Because project scope, activities, and length vary, compensation fluctuates accordingly.
Apply as an associate
