About Us:
DailyPay is the leader in On-Demand Pay, helping employers modernize how people get their pay. DailyPay serves more than 1,900 employers and over 6 million employees, including many of the world's most recognized brands. By providing real-time access to earned pay and financial wellness tools, DailyPay helps employees manage their finances and helps employers attract and retain talent. DailyPay is helping define the future of pay, where money moves at the speed of work.. Learn more at DailyPay's Press Center. http://www.dailypay.com/press
ABOUT THE ROLE
DailyPay is looking for a Technical Program Manager (TPM) to drive the development and implementation of programs, products, and services in R&D. The ideal candidate will have a strong background in managing initiatives with complex dependencies, risk management, stakeholder management, and building technical roadmaps. You will help drive the team toward our mission of building durable and reliable data informed processes within DailyPay, organizing and managing continuous improvement and automation initiatives and play a significant role in developing, driving and managing scalable, data-driven processes.
WHAT YOU WILL BE RESPONSIBLE FOR:
- Lead architecture, design, implementation and deployment of large-scale critical and complex financial applications, owning all aspects of solutions end-to-end, through full stack software development.
- Partner closely with engineering leads, product managers, designers, and other teams to define program scope, requirements, and deliverables.
- Establish clear and consistent communication channels. Provide regular updates on program status, progress, and blockers to all stakeholders, including senior leadership.
- Proactively identify and manage cross-team dependencies, ensuring seamless integration and coordination.
- Identify, assess, and mitigate risks throughout the program lifecycle. Develop contingency plans and escalate issues as appropriate.
- Continuously evaluate and improve program & portfolio management processes, leveraging Artificial intelligence (AI) to drive continuous improvement, automation initiatives, and efficiencies.
- Build consensus among diverse stakeholders and drive alignment on program goals through clear communication, trust, and shared accountability.
- Adapt messaging (technical depth, business impact, tone) for engineers, PMs, business stakeholders, and executives; lead and facilitate small to medium-sized program meetings with clear agendas, outcomes, and action owners.
WHAT YOU BRING TO DAILYPAY
- 5+ years of experience in technical program management, project management, or a similar role within a software development environment.
- Excellent written and verbal communication skills, with the ability to articulate complex technical concepts to both technical and non-technical audiences.
- Strong understanding of software development lifecycle (SDLC), agile methodologies (Kanban), and modern software architectures (e.g., microservices, cloud-native applications).
- Strong analytical and problem-solving skills, with the ability to navigate complex technical challenges, a results-oriented mindset, and a commitment to delivering value to customers.
- Demonstrated leadership skills with the ability to influence and motivate cross-functional teams without direct authority.
- Experience with project management tools (e.g., JIRA,), collaboration platforms (e.g., Confluence), and version control systems (e.g., Git).
What We Offer
- Exceptional health, vision, and dental care
- Life and AD&D, short- and long-term disability
- Employee Assistance Program
- Employee Resource Groups
- Unlimited PTO
- 401K with company match
High-performing cultures aren't built in silos, they thrive on partnership. At DailyPay, we Commit Together to an inclusive, professional environment where multifaceted perspectives are our greatest competitive advantage. We recognize that our team members don’t live “single-issue lives,” and we lean into the wide-ranging backgrounds and life stages that sharpen our collective decision-making.
In our high-trust environment, we empower you to Challenge Norms. We’ve created a space where it is safe to ask difficult questions, disrupt the status quo, and share bold perspectives without fear of professional fallout. We believe that by checking our own assumptions and staying curious about the experiences of others, we arrive at better, more innovative results.
We provide the space for you to do your best work through peer advocacy and transparent career development. If you are looking for a culture that values intellectual honesty, celebrates the unique lived experiences of its people, and thrives on collective success, you’ll find it here.
If you require reasonable accommodation for any aspect of the recruitment process, please send a request to peopleops@dailypay.com. All requests for accommodation will be addressed as confidentially as practicable.
DailyPay is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion or creed, alienage or citizenship status, political affiliation, marital or partnership status, age, national origin, ancestry, physical or mental disability, medical condition, veteran status, gender, gender identity, pregnancy, childbirth (or related medical conditions), sex, sexual orientation, sexual and other reproductive health decisions, genetic disorder, genetic predisposition, carrier status, military status, familial status, or domestic violence victim status and any other basis protected under federal, state, or local laws.
Listed by DailyPay for a position based in the United States. Employers on this board attest they are hiring domestically.
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.
We turn Plaid's product expertise, proprietary data, customer impact, and perspective on intelligent finance into stories that build understanding, trust, and demand. We sit within Brand Marketing, owning resource content, customer storytelling, and owned editorial franchises, and we're increasingly bringing that storytelling to life through video and audio.
You'll join as our first dedicated video and audio producer, reporting to our incoming Content Lead. You'll jump in immediately to produce Intelligent Finance, our flagship podcast and video series hosted by CEO and co-founder Zach Perret, already in production, so you'll pick up the reins without a long ramp-up period. You'll own production end-to-end, partner closely with our Content Design team to shape stories, and work directly with senior leaders to translate our product, data, and industry perspective into content people actually want to watch and listen to.
Responsibilities:
- Immediately step in to produce Intelligent Finance, our already-underway podcast and video series, with no ramp-up period.
- Own end-to-end production of Plaid's flagship video and audio content, from concept through final delivery.
- Partner closely with Content Design to translate product and narrative concepts into video-native stories.
- Translate complex products, data, and industry perspectives into compelling stories.
- Build a repeatable, high-quality production process and a bench of trusted external partners.
- Partner with Social, Brand Marketing, Creative, Communications, and Product Marketing on distribution and amplification.
- Coordinate with Comms on narrative for executive-facing content.
- Help define Plaid's visual and editorial approach to video as we expand beyond our first flagship series.
Qualifications:
- 8+ years experience in content marketing
- Significant experience producing high-quality video content, with demonstrated ownership from concept through final delivery.
- A portfolio showing strong storytelling instincts and creative judgment across long- and short-form formats.
- Ability to turn complex, technical subject matter into clear, engaging stories.
- Executive presence, credible and composed working directly with senior leadership, including the CEO.
- Ability to operate independently, move quickly, and step into an already-live production with no ramp-up period.
- Ideally, a B2B or fintech background and prior experience producing a podcast.
- Nice to have: experience developing a show or content franchise around an executive or founder host.
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 accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#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.
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
ABOUT RAMP
Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.
The problems are high-stakes, data-dense, and unforgiving.
We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.
The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same.
If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.
Please note that this role will require you to be comfortable with working in-person at our NYC or SF office 3 days/week. We will sponsor you for relocation if you need to move for this role.
WHAT YOU’LL DO
- Drive the scheduling process and communicate logistics to all candidates and hiring teams
- Build a world-class team by providing a high-touch “white glove” experience at every step of the interview process
- Act as the primary contact during virtual and in-person interviews
- Develop collaborative relationships with Talent team members, hiring managers, and interviewers
- Spot and flag what isn't working such as interviewer load imbalances, bottlenecked stages, slow feedback and bring fixes
- Manage workflows within GSuite, Ramp’s ATS (Ashby), and scheduling tools for automation
WHAT YOU’LL NEED
- 0-1+ years of coordination / admin experience, ideally in start-up or high-growth environments
- Excellent verbal and written communication skills with the ability to quickly build trust and rapport
- Organizational and time-management skills with superb attention to detail
- Comfort working at high volume and re-prioritizing mid-day when plans change, interviews get moved, interviewers cancel, and you'll need to solve it without dropping anything else
- A bias toward urgency: you respond quickly and follow through without being chased
NICE TO HAVES
- Experience with Ashby and Modernloop (or other ATS / scheduling tools)
BENEFITS AVAILABLE TO ALL FULL-TIME RAMP EMPLOYEES (GLOBAL)
- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
UNITED STATES
- 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
- One Medical annual membership
- 401(k), including employer match on contributions made while employed by Ramp
- Fertility HRA (up to $10,000 per year)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
- Pet insurance
- In-office perks: lunch, snacks, drinks, and more
- Relocation support to NYC or SF (as needed)
CANADA
- Group medical, dental, and vision coverage through Sun Life
- Life, AD&D, and disability coverage
- Fertility drug coverage (up to $4,000 lifetime)
- Group Retirement Plan with employer match (RRSP + DPSP)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
- Employee Assistance Program and virtual care through Lumino Health
UNITED KINGDOM
- Private medical insurance through Freedom Elite
- Virtual GP and at-home care via eMed x Livi
- Workplace pension through Penfold, with salary sacrifice option
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay
REFERRAL INSTRUCTIONS
If you are being referred for the role, please contact that person to apply on your behalf.
OTHER NOTICES
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruiting scams: Ramp will only contact you through official @Ramp.com http://Ramp.com email addresses and will never ask for payment or sensitive personal information during the hiring process.
Ramp Applicant Privacy Notice https://ramp.com/legal/applicant-privacy-notice
Listed by Ramp for a position based in the United States. Employers on this board attest they are hiring domestically.
Associate, Capital Markets
Location
New York, NY (HQ); San Francisco, CA
Employment Type
Full time
Location Type
Hybrid
Department
Finance
Compensation
SF/NY
Target Base Salary $104K – $192K • Offers Equity
The final compensation will depend on the location and level at which the candidate is hired.
Overview
Application
About Ramp
Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.
The problems are high-stakes, data-dense, and unforgiving.
We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.
The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same.
If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.
About the Role
We're seeking a driven Associate, Capital Markets to join Ramp's growing Finance and Capital Markets team. This role offers a unique opportunity to help build and scale a best-in-class Capital Markets function while making significant contributions to Ramp's growth.
As a key member of our team, you'll play a pivotal role in optimizing and executing Ramp's funding strategies while leveraging your expertise to help manage our capital partner relationships. You’ll also serve as a critical cross-functional partner, collaborating closely with teams across accounting, data, engineering, finance, product, treasury, and risk.
This position presents a rare opportunity for professional growth and development, regular exposure to Ramp’s leadership team, and the chance to make a true impact at a fast-paced start-up.
What You'll Do
Support the Capital Markets Team in live transactions with modeling, structuring, internal memos, lender communication, document review, and document execution
Evaluate the impact of various funding strategies under the context of Ramp’s broader corporate strategy
Engage cross-functionally on key strategic initiatives including product expansion, financial partnerships, bank partnerships, and issuing partnerships
Evaluate economic outcomes and capital implications of new products and commercial agreements
Manage the day-to-day aspects of Ramp’s warehouse facilities and ABS facilities
Own the suite of Capital Markets models
Ensure the accuracy of the Capital Markets data tapes and assist with rearchitecting them for product changes
Identify ways to automate and streamline processes to increase efficiency and scalability
What You Need
Bachelor’s Degree in finance, economics, or related field
3+ years of experience working in a sell-side or buy-side ABS trading, securitization, asset financing-related, leveraged finance, or coverage banking (preferably FIG) role
Excellent financial modeling and quantitative data analytics skills
Comfortable with large data sets
Extremely detail-oriented with a high regard for precision
Relationship-minded with excellent communication abilities, both written and verbal
Ability to thrive in small, collaborative, and ambiguous environments
Ability to blend strategic and tactical skills
Familiarity with AI tools
Nice-to-Haves
Expertise with AI tools
Experience with capital-intensive fintech businesses
Benefits available to all full-time Ramp employees (Global)
Flexible PTO
Centralized home-office equipment ordering
Health and wellness stipend
Budget for intra-office travel
Weekly coffee stipend
United States
100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
One Medical annual membership
401(k), including employer match on contributions made while employed by Ramp
Fertility HRA (up to $10,000 per year)
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
Pet insurance
In-office perks: lunch, snacks, drinks, and more
Relocation expense coverage to NYC or SF (if needed)
Canada
Group medical, dental, and vision coverage through Sun Life
Life, AD&D, and disability coverage
Fertility drug coverage (up to $4,000 lifetime)
Group Retirement Plan with employer match (RRSP + DPSP)
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
Employee Assistance Program and virtual care through Lumino Health
United Kingdom
Private medical insurance through Freedom Elite
Virtual GP and at-home care via eMed x Livi
Workplace pension through Penfold, with salary sacrifice option
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay
Referral Instructions
If you are being referred for the role, please contact that person to apply on your behalf.
Other notices
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruiting scams: Ramp will only contact you through official @Ramp.com email addresses and will never ask for payment or sensitive personal information during the hiring process.
Ramp Applicant Privacy Notice
Apply for this Job
Powered by
Privacy PolicySecurityVulnerability Disclosure
Listed by Ramp for a position based in the United States. Employers on this board attest they are hiring domestically.
Product Operations Specialist | Customer Setup
Location
New York, NY (HQ); San Francisco, CA
Employment Type
Full time
Location Type
Hybrid
Department
Product
Compensation
$128K – $180K • Offers Equity
The final compensation will depend on the location and level at which the candidate is hired.
Overview
Application
About Ramp
Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.
The problems are high-stakes, data-dense, and unforgiving.
We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.
The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same.
If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.
About the Role
You will help build and scale the operating systems that make it easier for customers to get set up on Ramp and reach a simple, self-serve spend experience. You will own the loop that turns customer signals into root causes, prioritized fixes, proactive CX communication, and measurable reductions in customer friction.
This role spans a critical setup-to-spend journey. Identity owns much of how a business gets started on Ramp, including login, invites, HRIS / SCIM provisioning, and multi-entity setup. A business should ideally then self-serve into an intuitive, agentic spend experience across policies, cards, and first successful spend. You will help identify and Onboarding product and engineering teams solve issues across that full journey, preventing customer problems from falling between teams.
Beyond your product areas, you will also contribute to Product Operations process improvement and product building that allows Product and Engineering teams to scale. You will use AI tools to improve release management, analyze customer feedback, enable internal teams, and directly ship improvements where possible.
Our main goal is to reduce customer friction, measured by support tickets per active user, onboarding and setup success, time to first successful spend, customer NPS, and the speed from customer signal to shipped improvement.
What You'll Do
Provide holistic Product Operations support for the product onboarding experience across program management, customer testing, launch readiness, change management, and iteration
Partner with Product, Engineering, Design, Data, CX, Sales, CSM, and Operations to translate customer feedback into crisp requirements, operating plans, and shipped improvements
Identify setup and onboarding issues that cut across login, invites, provisioning, multi-entity setup, policies, cards, and first spend
Build scalable operating cadences that improve cross-team alignment, release readiness, customer communication, and accountability
Use AI to automate processes, improve analysis, and directly ship product or workflow improvements that reduce customer friction
What You Need
3+ years in product operations, product management, program management, consulting, customer success, account management, or a customer-facing analytical role supporting B2B SaaS
Experience using data to size opportunities, diagnose root causes, analyze support trends, and measure whether product or operational fixes reduce customer friction
Strong customer judgment and ability to understand onboarding, setup, access, identity, or spend-management friction from both customer and internal-team perspectives
Ability to translate qualitative feedback and messy cross-functional input into crisp requirements, prioritized action plans, and durable operating processes
Comfort working in ambiguous, technically complex areas and driving clarity across Product, Engineering, CX, Sales, CSM, Data, and Operations
Strong problem solving, prioritization, and communication skills; bias to ship improvements quickly and measure impact
Experience using AI tools to accelerate analysis, workflow automation, enablement, or direct product / process improvements
Benefits available to all full-time Ramp employees (Global)
Flexible PTO
Centralized home-office equipment ordering
Health and wellness stipend
Budget for intra-office travel
Weekly coffee stipend
United States
100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
One Medical annual membership
401(k), including employer match on contributions made while employed by Ramp
Fertility HRA (up to $10,000 per year)
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
Pet insurance
In-office perks: lunch, snacks, drinks, and more
Relocation expense coverage to NYC or SF (if needed)
Canada
Group medical, dental, and vision coverage through Sun Life
Life, AD&D, and disability coverage
Fertility drug coverage (up to $4,000 lifetime)
Group Retirement Plan with employer match (RRSP + DPSP)
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
Employee Assistance Program and virtual care through Lumino Health
United Kingdom
Private medical insurance through Freedom Elite
Virtual GP and at-home care via eMed x Livi
Workplace pension through Penfold, with salary sacrifice option
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay
Referral Instructions
If you are being referred for the role, please contact that person to apply on your behalf.
Other notices
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruiting scams: Ramp will only contact you through official @Ramp.com email addresses and will never ask for payment or sensitive personal information during the hiring process.
Ramp Applicant Privacy Notice
Apply for this Job
Powered by
Privacy PolicySecurityVulnerability Disclosure
Listed by Ramp for a position based in the United States. Employers on this board attest they are hiring domestically.
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.
We lead complex technical programs that help Plaid scale its engineering platform. We partner across Engineering, Infrastructure, Data, Security, ML, Legal, and Product to deliver company-wide technical initiatives that improve reliability, scalability, and developer productivity. You'll lead strategic technical programs from planning through execution. You'll partner with engineering leaders to align stakeholders, manage dependencies, drive decisions, and ensure successful delivery of complex initiatives. You'll work across a variety of technical domains, adapting quickly to new challenges and helping teams execute effectively.
As a Technical Program Manager, you will lead high-impact, cross-functional initiatives. As a generalist, you may work on a variety of programs. An example is one that strengthens Plaid's data and machine learning platforms. You will partner with engineering, product, data, legal, privacy, and business stakeholders to drive complex technical programs from planning through execution. Your work will help improve data governance, modernize machine learning infrastructure, and accelerate the adoption of trusted, high-quality datasets that power analytics, artificial intelligence, and product innovation. Success in this role requires strong program management, stakeholder alignment, and the ability to drive execution across multiple teams while ensuring strategic initiatives are delivered on time and at scale.
Responsibilities:
- Lead complex, cross-functional programs that deliver high-impact technical initiatives across the organization.
- Drive end-to-end program execution by managing plans, milestones, dependencies, risks, and stakeholder communication across engineering and product organizations.
- Partner with engineering, product, data, legal, privacy, and business teams to align on priorities, scope, and success metrics.
- Enable the adoption of standardized processes and best practices for data governance, platform modernization, and trusted data management.
- Remove execution blockers, monitor progress against program goals, and provide regular updates to leadership.
- Foster collaboration across multiple organizations to deliver scalable solutions that improve data quality, reliability, and operational efficiency.
- Communicate progress to technical and executive stakeholders.
- Improve execution frameworks and program health.
Qualifications:
- 6+ years leading complex technical programs.
- Strong understanding of software architecture and engineering systems.
- Experience driving cross-functional programs involving multiple engineering teams.
- Excellent communication and stakeholder management skills.
- Comfortable operating in ambiguous, fast-moving environments.
- Experience with data platforms, infrastructure, ML platforms, or developer productivity is a strong plus.
- Prior experience in fintech or another highly regulated environment is a strong plus.
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 accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#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.
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Better is rebuilding home finance as an AI-native platform—turning a process that once took weeks into something that can happen in seconds.
With over $110B in loans funded and $1.2B+ raised, we operate at real scale while rethinking how homeownership works from the ground up.
The category hasn’t caught up yet. That’s the opportunity.
About Us:
At NEO Home Loans, powered by Better, our mission is clear: redefine your financial journey. We strive to unlock people's full financial potential, providing clarity throughout every step of the loan process. By making lending approachable, we bring transparency and consistency to the financial world, guiding individuals towards decisions that serve their best interests. Our team comprises passionate, talented, and hardworking individuals dedicated to achieving excellence. Join our team and be part of a dynamic company that values innovation, fosters personal growth, and prioritizes a culture of collaboration and excellence.
Essential Job Duties and Responsibilities:
Follow up with new leads and schedule initial consultations Promptly contact new leads, respond to inquiries, and schedule initial consultations for the Mortgage Advisor. Maintain consistent follow-up to ensure every prospect receives timely communication and no opportunities are missed.
Collect borrower information and help complete loan applications Gather key borrower details including financial information, employment history, loan purpose, and timeline. Assist borrowers with completing the loan application and ensure information is entered accurately into the system.
Send documentation requests and follow up until files are complete Provide borrowers with clear documentation requests and maintain consistent follow-up to collect all required materials. Ensure borrowers understand next steps and timelines while keeping the process moving efficiently.
Review and organize documents before submitting files for pre-approval Review borrower documents for completeness, organize files appropriately, and ensure documentation is properly labeled and uploaded before submitting the file for pre-approval review.
Provide updates to referral partners during the early stages of the loan process Communicate with referral partners to confirm receipt of new leads, provide status updates during the pre-approval process, and ensure they remain informed about their client’s progress.
Help manage the Mortgage Advisor’s calendar and communications Assist in coordinating the Mortgage Advisor’s schedule by booking consultations, managing follow-ups, and helping organize communications so the advisor can focus on client relationships and loan strategy.
Track lead and pipeline activity in the CRM Maintain accurate records of lead activity, borrower interactions, and loan progress within the CRM. Help ensure the pipeline is organized and that reporting and lead tracking remain accurate.
Non-Essential Job Duties and Responsibilities
Adopts NEOs values in work behavior, decision making, contributions and interpersonal interactions.
Promotes interdepartmental communication and culture.
Lead, develop and motivate the team across all locations and operational functions.
Continued focus to ensure all families (Internal and External) are receiving the best possible service.
Qualifications and Skills:
Strong attention to detail and organizational skills
Excellent verbal and written communication
Ability to prioritize tasks and meet deadlines
Strong interpersonal and teamwork skills
Self-motivated with a high level of personal energy and accountability
Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous.
Previous mortgage experience is not required. We welcome recent graduates and candidates with experience in customer service, banking, hospitality, retail, sales, or other client-facing roles who are eager to build a career in the mortgage industry.
We're looking for someone who demonstrates:
Coachability and a desire to learn
Strong communication skills
Curiosity and problem-solving ability
Ownership and accountability
Excellent organizational skills and attention to detail
Foundational numeracy and critical thinking
A passion for helping clients
Benefits:
Competitive compensation reliant on ability and experience.
Comprehensive healthcare, retirement, and voluntary benefits. Think medical, dental, vision, health savings accounts, 401k, and more.
Personalized care and tools for realizing your mental health and wellness goals.
Flexible PTO program second to none.
Option for remote and hybrid work arrangements available.
Additional benefit perks and discounts.
Career Growth Opportunity
This role is designed as the first step in a long-term career path at NEO Home Loans. You'll receive structured training, mentorship, and hands-on experience while developing the skills needed to grow from Production Partner to Mortgage Advisor. If you're motivated to learn, take ownership, and build a rewarding career in the mortgage industry, we'll invest in your success.
By the numbers:
We've funded over $110 billion in loans (more than any other fintech in the US!)
Raised over $1.2 billion in equity capital to modernize the $15 trillion mortgage industry
Better's proprietary AI platform, Tinman®, and voice-based AI mortgage assistant, Betsy™, make us an award-winning lender:
Banking Tech Award USA (2026): Best LendTech Solution
Fintech Breakthrough Award (2026): Digital Mortgage Company of the Year
NerdWallet Best of Award (2026): Best for Home Equity Loans
Fintech Breakthrough Award 2025: Best Lending Innovation
Yahoo! Finance (2025): Best Mortgage Lender for First-Time Homebuyers – Best for quick approval
Yahoo! Finance (2025): Best Online Mortgage Lender
Money Magazine (2025): Best for fast closing
Forbes (2023): Best Online Mortgage Lender
We're building the future of home finance — and we're looking for smart, driven, ambitious innovators who are ready to tackle the most impactful work of their careers.
Disclaimer
Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law.
We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Listed by Better.com for a position based in the United States. Employers on this board attest they are hiring domestically.
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 Compensation team designs, manages, and evolves Plaid’s compensation strategy to attract, retain, and motivate world-class talent. We make sure compensation is fair inside the company and competitive in the market. We work on programs that connect directly to Plaid’s business goals and employee experience — using data and insight to make equitable, well-informed decisions. Our work spans cash and equity program design, annual and mid-year review cycles, benchmarking, and exec comp support.
In this role, you will own compensation support for specific client groups and take the lead on cycle operations and comp tooling across the team. You’ll work alongside a sharp team and closely with Plaid’s Head of Total Rewards. You’ll have clear ownership of your domain from day one, with real exposure to equity program mechanics, exec comp, and board-level deliverables.
Responsibilities:
- Own comp support for specific client groups — offers, promos, manager/HRBP questions — with a high bar for speed and accuracy
- Lead configuration and rollout of annual and mid-year compensation cycles in Workday and comp tooling
- Manage and maintain Plaid’s comp systems: Compa, Pave, and external survey tools (Compensia, Radford)
- Run benchmarking analysis — job matching, market data pulls, competitive pay positioning
- Maintain compensation band and zone data; ensure ranges stay current and accurate
- Build and maintain complex models in support of program design and leadership decisions
- Partner closely with other team members on high-priority workstreams and peak-season capacity
Qualifications:
- 5–8+ years of experience in compensation or total rewards
- Hands-on experience owning or co-owning a compensation cycle (YE or mid-year)
- Benchmarking experience: job matching, survey submissions, competitive analysis
- Strong analytical skills — you build and own complex models, not just populate templates
- RSU/equity experience — you understand how equity comp works and can explain it clearly
- Systems fluency — comfortable in at least one comp tool (Workday, Compa, Pave, or equivalent)
- Nice to have: private/pre-IPO experience, EPD client support, Plaid tech stack familiarity
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 accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#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.
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
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