Implementation Specialist – Credit

We believe that the way people interact with their finances will drastically improve in the next few years. Were 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. Plaids network covers 12000 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.

Implementation Specialists are responsible for guiding Plaids most strategic customers and partners as they integrate with Plaid this role you will be responsible for the implementation phase and ensure new Credit customers are properly onboarded and the Plaid solution is successfully implemented and launched which is crucial for customer success as the integration often forms the foundation of their platform. Members of the Implementation team are expected to manage multiple implementations / customers and partners simultaneously and to stay up to date on Plaids technology and new product offerings.

Responsibilities

• Work with Plaids 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 Plaids 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

• Build repeatable playbooks and a refined implementation motion to drive implementation efficiency

Qualifications

• 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.)

• Strong troubleshooting and problem solving skills with a continuous desire to improve technical acumen

• Experience working cross functionally with different teams and types of people

• Ability to influence both internal and external stakeholders across different functions and organizational levels

• Ability to work under pressure to meet deadlines and navigate unexpected roadblocks

• Ability to travel up to 25% of time

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 doesnt 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

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Required Experience:

IC