Business Operations

This role connects management’s business strategy with frontline operations in PLAID’s SaaS business. The work covers coordination across management and operating teams, as well as marketing, sales, customer success, products, and markets, with a focus on designing, systematizing, and embedding effective business processes.

Responsibilities include developing SaaS business plans, setting KPIs and target figures, managing forecasts, and designing formats for business reports and department or industry strategy planning. The role also collects, manages, and analyzes data related to business operations and company or business branding, and coordinates cross-functional meetings involving sales, customer success, and marketing.

The position also handles operational work related to SaaS products, business operations, and risk response. This includes managing and improving terms-change and advance-notice processes connected with new service or product releases; forming incident response teams, leading execution, analyzing causes, designing customer explanations and response policies, and managing recurrence-prevention measures. Additional responsibilities include operating the Certificate of KARTE official certification program for KARTE users and designing its course programs, as well as planning responses and initially managing projects for unprecedented operations within the company or group.

Business process responsibilities include operating and improving the workflows for estimates, contracts, billing, and payment collection. The role designs operating rules and manages objects in Salesforce as the SFA system, promotes hands-on design and construction of business-side operations, and uses AI to automate, improve the efficiency of, and enhance the quality of business-side work. It also supports group synergies by organizing sales operations for group products.

PLAID develops and provides the KARTE CX platform, supports its implementation and operation through professional services, and works with companies, organizations, and local governments on new business creation and business transformation. The recruitment is intended to add a BizOps member to help steer company-wide planning and improvement cycles. The posting states that a new management team was formed in January 2025 and that the organization had grown to approximately 400 people.