CareerPlan

Product Operations Specialist

San Francisco HQFull-time2026-10-03 → 2026-11-11

Core

Own a suite of Plaid products end-to-end as a trusted technical partner, translating leadership priorities into tools, training, and processes for Customer Engineering and Support teams.

Role type

Product Operations Specialist (Technical Partner)

Builds

Documentation, training materials, troubleshooting workflows, and operational processes for customer-facing teams.

Domain

Fintech / Financial Data Infrastructure

Deliverable

product features

Required skills

SQL, technical documentation, cross-functional collaboration, data analysis, process optimization, product launch readiness

Preferred skills

Fintech domain expertise (credit, payments, fraud), internal tool development, Voice-of-Customer program design

Technologies

SQL

Responsibilities

Drive product launch readiness by identifying documentation and process gaps; Build step-by-step guides and training materials for internal teams; Analyze frontline feedback using data to shape product roadmap; Optimize cross-functional workflows to remove bottlenecks; Lead technical strategy for assigned products from testing to general availability.