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Executive Assistant to the CEO and Team Lead



San Francisco, CA, USA
Posted on Thursday, July 4, 2024
At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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. #LI-Hybrid
As the Executive Assistant to the CEO and EA Team Lead, you will support Plaid's CEO, Zach Perret, and manage the EA team. The ideal candidate is a team player with exceptional communication and problem-solving skills. This position requires initiative, attention to detail, the ability to learn quickly and a passion for delivering strategic value in a fast paced environment.


  • 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


  • 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
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
Please review our Candidate Privacy Notice here.