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.
At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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. #LI-Hybrid
The mission of the Revenue Enablement team is to maximize employee performance by delivering learning experiences, tools, and processes that enable all Plaid Revenue and Support employees to do their best work, develop their skills, and drive business results. As part of our team, you will play a vital role in creating and fostering a supportive culture where our employees can succeed.
The target base salary for this position ranges from $83,174 - $150,720/year encompassing all zones. The target base salary will vary based on the job's location.
Our geographic zones are as follows:
Zone 1 - New York City and San Francisco Bay Area
Zone 2 - Los Angeles, Seattle, Washington D.C.
Zone 3 - Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego
Zone 4 - Raleigh-Durham and all other US cities
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.
Responsibilities
Own the end-to-end onboarding strategy across all GTM segments and functions
Partner with GTM leaders to ensure content reflects current workflows, processes and tools
Customize onboarding programs by role, region and segment to reflect function-specific workflows, systems and skill needs
Continuously improve onboarding based on learner feedback, performance data and evolving business priorities
Define learning objectives, success criteria and progression milestones for new hires
Apply instructional design principles to develop scalable, engaging curriculum in partnership with functional stakeholders
Coordinate onboarding logistics including cohort tracking, manager communications, Slack setup and tech provisioning
Facilitate live sessions such as onboarding kickoffs, check-ins and tool overviews
Own the onboarding calendar including internal enablement sessions and 3rd party programs
Define and track onboarding success metrics and collaborate with RevOps, Product Enablement, and People teams to align on onboarding data, reporting and delivery
Act as the primary point of contact for new hires and managers, providing timely, personalized support
Qualifications
Experience building and delivering onboarding programs in fast-paced, high-growth GTM environments
Deep understanding of sales, post-sales, and customer success workflows
Ability to manage multiple cohorts and initiatives simultaneously
Strong collaboration and communication skills across technical and non-technical stakeholders
Familiarity with enablement tools and platforms such as LMS, Highspot, Gong, and Salesforce
Comfort with evolving requirements, ambiguity, and continuous iteration
Experience designing onboarding programs aligned to methodology (e.g., Selling for Impact, WbD)
Proven ability to measure program effectiveness and translate insights into actionable improvements
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 [email protected].
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