Plaid
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Onboarding Program Specialist
role at
Plaid .
We believe that the way people interact with their finances will drastically improve in the next few years. Plaid powers the tools millions of people rely on to live a healthier financial life, working with thousands of companies and banks to make it easy for people to connect their financial accounts.
Plaid was founded in 2013 and is headquartered in San Francisco, with offices in New York, Washington D.C., London, and Amsterdam. The company’s network covers 12,000 financial institutions across the US, Canada, UK, and Europe.
The Workplace Experience (WPE) team shapes the employee experience at Plaid, ensuring that workspaces, events, and cultural touchpoints drive connection, collaboration, productivity, and engagement. Within WPE, the Events & Experiences team brings Plaid’s culture to life by designing and executing programs that foster belonging and engagement across in‑office and distributed environments.
We’re looking for an Onboarding Program Specialist to join our Events and Experiences team in San Francisco. In this role, you’ll be the face of Plaid for all new hires, leading our in‑person onboarding program and delivering a best‑in‑class introduction to our culture, values, and ways of working. Beyond onboarding, you’ll shape the employee experience by managing swag and recognition programs, supporting milestone celebrations, and assisting with events across onsite, offsite, and virtual environments.
Responsibilities
Facilitate engaging in‑person onboarding sessions for new hires, ensuring a best‑in‑class first‑week experience.
Create an inclusive and interactive learning environment that fosters connection, belonging, and knowledge retention.
Manage end‑to‑end onboarding logistics, including scheduling, room setup, communications, and coordination with cross‑functional partners.
Partner with IT and People teams to ensure a seamless onboarding experience.
Deliver presentations and learning modules, adapting to audience needs while staying aligned with Plaid’s culture and strategy.
Gather and analyze feedback from participants to refine content and continuously improve the onboarding journey.
Manage Plaid’s swag program end‑to‑end, including vendor partnerships, inventory management, ordering, and distribution.
Refresh and innovate swag offerings to reflect Plaid’s culture, values, and brand identity.
Lead the company milestone and anniversary gifting program, ensuring employees feel recognized and celebrated in meaningful ways.
Assist with planning and execution of employee events (onsite, offsite, and virtual), including logistics, communications, and day‑of support.
Contribute to flagship events such as the annual holiday party and other company‑wide gatherings.
Support and contribute to programs across the employee journey, ensuring Plaid’s employees feel valued, engaged, and connected from onboarding through career milestones.
Required Qualifications
3–5 years of experience in onboarding, facilitation, employee experience, HR, or related people programs.
Proven facilitation skills, with confidence leading in‑person sessions for groups of varying sizes.
Strong program coordination and logistics management experience with excellent attention to detail.
Ability to manage end‑to‑end program operations—including scheduling, communications, vendor relationships, and inventory management.
Proven ability to plan and execute events of varying sizes, from small team gatherings to company‑wide experiences.
Strong understanding of employee experience design and a track record of creating inclusive, engaging environments.
Excellent written and verbal communication skills, with the ability to adapt messages for different audiences and channels.
Collaborative mindset with experience working cross‑functionally (e.g., with People, DEIB, Workplace, and Communications teams).
Comfort being a visible presence in the office and engaging employees face‑to‑face.
Proactive problem‑solver with the ability to identify opportunities for continuous improvement through feedback and data.
Availability to work 3 days/week onsite in SF (Tues–Thurs).
Preferred Qualifications
Familiarity with tools like Slack, Google Workspace, Canva, and event platforms (e.g., Splash, Eventbrite).
Experience supporting multi‑office or distributed teams.
Experience planning large‑scale or flagship events (e.g., hackathons, holiday parties).
Experience designing and managing recognition programs (e.g., milestones, anniversaries, or rewards).
Knowledge of adult learning principles and instructional design.
Prior experience managing swag programs or branded merchandise.
Knowledge of HR systems, onboarding platforms, or event management tools.
Salary & Location $128,400 – $176,400 a year (Zone 1). Additional compensation in the form of equity and/or commission may be offered. Plaid provides a comprehensive benefits package including medical, dental, vision, and 401(k) plans.
Legal & Equal Opportunity Statement 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, sex, sexual orientation, gender identity, age, military or veteran status, disability, or any other legally protected characteristic. Qualified applicants with criminal histories are also considered in accordance with applicable laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need assistance due to a disability, please let us know at
talent@plaid.com .
Please review our Candidate Privacy Notice here.
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Onboarding Program Specialist
role at
Plaid .
We believe that the way people interact with their finances will drastically improve in the next few years. Plaid powers the tools millions of people rely on to live a healthier financial life, working with thousands of companies and banks to make it easy for people to connect their financial accounts.
Plaid was founded in 2013 and is headquartered in San Francisco, with offices in New York, Washington D.C., London, and Amsterdam. The company’s network covers 12,000 financial institutions across the US, Canada, UK, and Europe.
The Workplace Experience (WPE) team shapes the employee experience at Plaid, ensuring that workspaces, events, and cultural touchpoints drive connection, collaboration, productivity, and engagement. Within WPE, the Events & Experiences team brings Plaid’s culture to life by designing and executing programs that foster belonging and engagement across in‑office and distributed environments.
We’re looking for an Onboarding Program Specialist to join our Events and Experiences team in San Francisco. In this role, you’ll be the face of Plaid for all new hires, leading our in‑person onboarding program and delivering a best‑in‑class introduction to our culture, values, and ways of working. Beyond onboarding, you’ll shape the employee experience by managing swag and recognition programs, supporting milestone celebrations, and assisting with events across onsite, offsite, and virtual environments.
Responsibilities
Facilitate engaging in‑person onboarding sessions for new hires, ensuring a best‑in‑class first‑week experience.
Create an inclusive and interactive learning environment that fosters connection, belonging, and knowledge retention.
Manage end‑to‑end onboarding logistics, including scheduling, room setup, communications, and coordination with cross‑functional partners.
Partner with IT and People teams to ensure a seamless onboarding experience.
Deliver presentations and learning modules, adapting to audience needs while staying aligned with Plaid’s culture and strategy.
Gather and analyze feedback from participants to refine content and continuously improve the onboarding journey.
Manage Plaid’s swag program end‑to‑end, including vendor partnerships, inventory management, ordering, and distribution.
Refresh and innovate swag offerings to reflect Plaid’s culture, values, and brand identity.
Lead the company milestone and anniversary gifting program, ensuring employees feel recognized and celebrated in meaningful ways.
Assist with planning and execution of employee events (onsite, offsite, and virtual), including logistics, communications, and day‑of support.
Contribute to flagship events such as the annual holiday party and other company‑wide gatherings.
Support and contribute to programs across the employee journey, ensuring Plaid’s employees feel valued, engaged, and connected from onboarding through career milestones.
Required Qualifications
3–5 years of experience in onboarding, facilitation, employee experience, HR, or related people programs.
Proven facilitation skills, with confidence leading in‑person sessions for groups of varying sizes.
Strong program coordination and logistics management experience with excellent attention to detail.
Ability to manage end‑to‑end program operations—including scheduling, communications, vendor relationships, and inventory management.
Proven ability to plan and execute events of varying sizes, from small team gatherings to company‑wide experiences.
Strong understanding of employee experience design and a track record of creating inclusive, engaging environments.
Excellent written and verbal communication skills, with the ability to adapt messages for different audiences and channels.
Collaborative mindset with experience working cross‑functionally (e.g., with People, DEIB, Workplace, and Communications teams).
Comfort being a visible presence in the office and engaging employees face‑to‑face.
Proactive problem‑solver with the ability to identify opportunities for continuous improvement through feedback and data.
Availability to work 3 days/week onsite in SF (Tues–Thurs).
Preferred Qualifications
Familiarity with tools like Slack, Google Workspace, Canva, and event platforms (e.g., Splash, Eventbrite).
Experience supporting multi‑office or distributed teams.
Experience planning large‑scale or flagship events (e.g., hackathons, holiday parties).
Experience designing and managing recognition programs (e.g., milestones, anniversaries, or rewards).
Knowledge of adult learning principles and instructional design.
Prior experience managing swag programs or branded merchandise.
Knowledge of HR systems, onboarding platforms, or event management tools.
Salary & Location $128,400 – $176,400 a year (Zone 1). Additional compensation in the form of equity and/or commission may be offered. Plaid provides a comprehensive benefits package including medical, dental, vision, and 401(k) plans.
Legal & Equal Opportunity Statement 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, sex, sexual orientation, gender identity, age, military or veteran status, disability, or any other legally protected characteristic. Qualified applicants with criminal histories are also considered in accordance with applicable laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need assistance due to a disability, please let us know at
talent@plaid.com .
Please review our Candidate Privacy Notice here.
#J-18808-Ljbffr