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Full-Time

Executive Assistant to the CEO and Team Lead

Posted on 7/4/2024

Plaid

Plaid

1,001-5,000 employees

Connects financial accounts to apps securely

Consulting
Enterprise Software
Fintech
Crypto & Web3
Financial Services

Compensation Overview

$155.5k - $263.5kAnnually

Senior

San Francisco, CA, USA

Category
Administrative & Executive Assistance
Administrative Support
Requirements
  • Experience supporting a CEO and C-level Executives
  • Experience managing and coaching a team
  • 5+ years of EA experience desired
  • Strong organization and sense of ownership
  • Agility and flexibility in response to changing priorities and needs
  • A motivated self-starter who can fearlessly execute and navigate through ambiguity
  • A resourceful, natural project manager who is able to think on their feet
  • Being proactive— anticipating the needs of others before anyone else
  • Someone who is emotionally intelligent and a strong communicator (both verbal and written)
  • Enjoys partnering with other administrative colleagues across the organization and providing back-up support when necessary
  • An understanding that things may come up outside of typical office hours
Responsibilities
  • Providing executive and administrative support to the CEO at Plaid
  • Managing the EA Team
  • Working closely with and representing Executives to high-level individuals both internally and externally, with composure and discretion
  • Managing complex day-to-day schedules
  • Heavy scheduling and ability to independently and efficiently own Executive level calendars
  • Preparing decks and correspondence, including emails and follow-up
  • Coordinating internal meetings including but not limited to one-on-one meetings, interviews, team All Hands, etc.
  • Coordinating external meetings such as off-sites and occasional events
  • Owning and managing travel coordination and expense oversight
  • Managing special projects and working under pressure with high-performance standards

Plaid simplifies financial data management for individuals and businesses by connecting various financial accounts to apps and services. Its main product is a set of APIs that allow developers to integrate financial data into their applications, enabling users to track spending, initiate payments, and access financial services all in one place. Plaid serves a wide range of clients, including app developers and financial institutions, and is used by popular apps like LendingTree and Square. Unlike many competitors, Plaid focuses on providing a comprehensive and scalable platform that covers various financial use cases, such as transactions and identity verification. The company's goal is to enhance the way users interact with their financial data, making it easier and more secure.

Company Stage

Series D

Total Funding

$739M

Headquarters

San Francisco, California

Founded

2013

Growth & Insights
Headcount

6 month growth

7%

1 year growth

11%

2 year growth

-7%
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Simplify's Take

What believers are saying

  • Plaid's recent partnerships and product expansions, such as the Consumer Report for credit underwriting, indicate a strong growth trajectory and diversification of revenue streams.
  • The company's significant customer base, including major players like Venmo, SoFi, and Citi, reflects its market leadership and potential for continued expansion.
  • Investment from high-profile firms like Goldman Sachs and the appointment of experienced leaders like Jen Taylor signal robust financial health and strategic direction.

What critics are saying

  • The competitive fintech landscape, with giants like Visa and emerging startups, poses a constant threat to Plaid's market share.
  • Regulatory scrutiny and compliance requirements in different regions could slow down Plaid's global expansion efforts.

What makes Plaid unique

  • Plaid's robust API suite offers unparalleled integration capabilities, enabling seamless financial data sharing across a wide range of applications, unlike many competitors who offer more limited or specialized solutions.
  • The company's strong focus on security and compliance, including AML and OFAC checks, sets it apart in the fintech landscape where data protection is paramount.
  • Plaid's ability to serve a diverse clientele, from individual consumers to large enterprises, showcases its versatile platform, distinguishing it from competitors who may focus on narrower market segments.

Benefits

We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.

Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.

Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.

Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.

INACTIVE