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Product Operations Specialist

Plaid

San Francisco · New York City · Full-time · Hybrid · Posted Oct 3, 2026

At a glance

Employment
Full-time
Workplace
Hybrid
Location
San Francisco · New York City

About the role

  • Product Operations is an integral part of Customer Engineering and Support (CES) at Plaid.
  • In this role, you will own a suite of Plaid products end-to-end as a trusted technical partner.
  • You will have full ownership and independence to identify operational gaps, streamline product readiness, and ensure that our software engineering teams hear and act on critical customer feedback.

Responsibilities

  • Drive Product Launch Readiness: Identify documentation, tooling, and process gaps before new features launch, resolving issues proactive so customers experience smooth rollouts.
  • Empower Internal Teams: Build clear step-by-step guides, troubleshooting workflows, and training materials that enable customer-facing teams to operate independently.
  • Bridge Customer Insights to Product Strategy: Analyze frontline feedback using data to quantify customer pain points, representing these needs directly to Product Managers to shape the product roadmap.
  • Optimize Cross-Functional Workflows: Fix tooling and process bottlenecks across multiple departments to keep teams aligned and moving efficiently.
  • Lead Technical Strategy: Define end-to-end support strategies for assigned products, guiding them from early-stage testing through general availability.

Requirements

  • Technical Communication: Ability to write clear, structured documentation for both technical partners and senior decision-makers.
  • Data-Driven Analysis: Proficiency with SQL to pull, join, and analyze operational metrics independently to back up your recommendations with evidence.
  • Proven Track Record in Customer-Facing Technical Work: Experience in technical support, solutions engineering, implementation, or product enablement where you served as a trusted advisor.
  • Self-Directed Problem Solving: Comfort operating in ambiguous environments—identifying high-impact work independently rather than waiting for direction.
  • Influence Without Authority: Ability to build strong cross-functional relationships and inspire change using data and clear reasoning.

Benefits

  • medical
  • dental
  • vision
  • 401(k)
  • equity
  • commission

Skills

  • SQL

Plaid

Product Operations Specialist

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