Head of Investor Relations (San Francisco)
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. The Investor Relations (IR) function is responsible for shaping Plaid's equity story, building long-term relationships across private and public market investors, and positioning Plaid for success in the capital markets, on whatever timeline that takes. You will build and own this function as a team of one, architecting our IR strategy for where we are today as a late-stage private company and evolving it through a potential IPO and beyond. You will partner closely with Finance, Legal, Marketing, Communications, and the executive team to develop a world-class disclosure framework, craft a durable equity narrative, and serve as the primary voice to current and prospective investors. We're looking for someone who brings both rigor and imagination to this role, someone who challenges conventional approaches and finds creative ways to make Plaid's story land with the people who matter most. Responsibilities Equity Story & Capital Markets Readiness — Shape Plaid's long-term equity narrative anchored on durable growth, capital efficiency, and profitability levers. Lead development of core investor materials — business overviews, investor presentations, and roadshow-style content — built to hold up over years, not just quarters. Maintain a private-company-appropriate disclosure posture today while building the infrastructure and habits that will translate cleanly to a public company environment. Investor Engagement — Build and manage relationships across private market investors (current cap table holders, late-stage growth funds) and prospective public market investors and sell-side analysts. Develop a proactive engagement calendar including 1-on-1s, conferences, and other touch points, calibrated to where Plaid is today and where it's headed. Support liquidity events for current shareholders, namely employees, as Plaid moves toward and through a public listing. Financial & Regulatory Communication — Drive preparation of investor materials, including earnings scripts, decks, Q&A prep, calibrated to the right disclosure standard for our stage. Establish disclosure policies that will meet SEC and global regulatory requirements at IPO, building toward that standard before we need it. Develop an investor-specific crisis-communications playbook. Guidance & Expectations Management — Define Plaid's guidance philosophy, annual vs. quarterly cadence, GAAP vs. non-GAAP framing, in advance of becoming a public reporting company. Monitor investor sentiment, track comparable company narratives, and proactively identify disconnects between market expectations and Plaid's trajectory. Market Intelligence & Feedback Loop — Monitor peer performance, macro trends, and policy developments relevant to fintech and B2B technology. Translate investor feedback into actionable insights for leadership, closing the loop between what the market hears and what we communicate. Automation, Process & Function Building — Implement IR tooling, dashboards, and automation to streamline reporting, sentiment analysis, and investor targeting that is built for scale despite lean resourcing. Define the future-state IR org and, over time, scope and hire incremental headcount to expand capacity. Qualifications 10 years in Investor Relations, equity research, investment banking, private equity, or strategic finance, with significant experience in B2B technology or fintech. Deep fluency in the metrics that drive software businesses — ARR, NRR, LTV/CAC, gross margin, Rule of X, and free cash flow — and the ability to translate them into clear, compelling narratives for a range of investor audiences. Experience engaging both private market investors (venture, late-stage growth, secondaries) and public market investors or sell-side analysts. Understanding the distinct mindsets, incentives, and communication norms of each is a must. Demonstrated success operating autonomously, as analyst, storyteller, project manager, and spokesperson, often at the same time. Proven ability to communicate regulatory and policy topics to investors in highly regulated industries. A creative, unconventional thinker. You don't default to the standard IR playbook, you ask whether there's a better way to tell the story, a more compelling format for an investor day, or a sharper angle on a metric that changes how the market sees us. Track record of implementing automation, AI, or CRM tooling to scale outreach and data gathering. Executive presence and exceptional written, verbal, and visual communication skills. 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]. Please review our Candidate Privacy Notice. 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. J-18808-Ljbffr
