Plaid Customer Operations Engineer at Plaid responsible for owning platform systems end-to-end and automating workflows to improve operational efficiency. Build AI-first workflows and improve self-serve customer experiences in Plaid’s dashboard.
Responsibilities
Own Platform Systems End-to-End: Identify broken, manual, or slow processes, prototype solutions, and take them through production deployment.
Automate & Scale Account Operations: Take manual actions currently performed one account at a time and transform them into automated workflows that operate across entire portfolios.
Build AI-First Workflows: Automate repetitive technical support tasks—such as issue triage, routing, and system synchronization—designing tools so AI agents can execute the work seamlessly.
Improve Self-Serve Customer Experiences: Build customer-facing flows in Plaid’s dashboard that guide users to quick answers and prevent support tickets before they happen.
Measure & Prove Impact: Instrument systems before shipping, pull your own metrics, and evaluate real-world outcomes to ensure your work drives measurable value.
Drive Adoption & Support What You Build: Create documentation, lead demos, onboard internal teams, and stand behind your code in production.
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.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Qualification
Production Software ExperienceProactive OwnershipTechnical Customer EmpathyData-Driven AnalysisClear Technical CommunicationLeveraging AI ToolsLeading agile planning processesGrowth & Career Path
Required
What You Bring on Day One (Core Requirements):
Production Software Experience: 4+ years of experience building and maintaining software in production.
Proactive Ownership: A history of identifying manual or inefficient processes and taking initiative to fix them directly.
Technical Customer Empathy: Experience working close to technical products or customer-facing operations, bringing a user-focused mindset to engineering problems.
Data-Driven Analysis: Ability to write SQL, instrument features, and measure the impact of what you ship using data.
Clear Technical Communication: Skill in framing problems, writing clear plans, and explaining complex technical solutions to non-technical partners and leadership.
Leveraging AI Tools: Comfort using AI coding tools as part of your standard workflow and building systems that leverage AI agents.
What You Can Learn & Grow Into on the Job:
Deep administration and customization of enterprise support platforms.
Managing complex system migrations across multiple teams without disrupting daily operations.
Leading agile planning processes, prioritization frameworks, and light project management for cross-functional initiatives.
