Plaid · 4 months ago
Onboarding Program Specialist
San Francisco
Full-time
Hybrid
Mid Level
$128K/yr - $176K/yr
3+ years expPlaid is dedicated to empowering the transformation of financial interactions by building tools and experiences for developers. They are seeking an Onboarding Program Specialist to lead in-person onboarding programs, manage employee recognition initiatives, and assist with various events to enhance the employee experience.
BankingFinancial ServicesFinTech
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 Plaids feel valued, engaged, and connected from onboarding through career milestones
Qualification
Required
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
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
Benefits
Medical
Dental
Vision
401(k)
Company
Plaid
Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$1.31BKey Investors
Franklin TempletonAltimeter CapitalGoldman Sachs Investment Partners
2025-04-03Series Unknown· $575M
2025-04-03Secondary Market
2023-10-19Series Unknown
Leadership Team
Zachary Perret
Co-Founder & CEO
Eric Sager
COO
Recent News
2026-01-25
2026-01-24
Crunchbase News
2026-01-23
Company data provided by crunchbase