Head of Investor Relations

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.