Onboarding Coordinator
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, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
About the Team
The Workplace Experience (WPE) team is responsible for shaping the employee experience at Plaid, ensuring that our 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 both in-office and distributed environments. The team curates a wide range of experiences-from flagship company-wide gatherings to in-office celebrations, DEIB initiatives, virtual events, and milestone moments. They also lead Plaid's in-person onboarding, ensuring every new hire has a meaningful, high-impact introduction to our culture, values, and ways of working.
About the Role
We're looking for an Onboarding Coordinator to join our Employee Experience team in San Francisco. You'll help create a warm and seamless welcome for new Plaids by coordinating onboarding logistics, supporting new-hire travel, answering questions, and assisting with in-person sessions. You'll also support employee events and programs that help Plaids feel connected, valued, and engaged.
What You'll Do
Onboarding
Help create a warm and seamless welcome for new Plaids by coordinating logistics for recurring in-person onboarding cohorts, including calendars, room reservations, materials, supplies, Slack groups, and welcome communications.
Manage and review new hire travel logistics, including reviewing bookings in Brex, following up with new hires who haven't booked, flagging out-of-policy bookings, processing spend limit requests, and coordinating hotel bookings and travel details for non-SF new hires with our T&E partners.
Keep onboarding details accurate and organized by maintaining participant lists, tracking travel and attendance, updating internal resources, and communicating changes to key partners.
Be a friendly and reliable resource for new hires by monitoring and responding to questions in Zendesk within established response times, providing clear and welcoming support, and involving partner teams when needed.
Help bring onboarding days to life by preparing spaces, organizing materials, coordinating meals and supplies, and providing hands-on support to facilitators and new hires.
Lead or facilitate onboarding sessions as needed, creating an engaging and welcoming experience for each new-hire cohort.
Gather feedback and identify opportunities to improve onboarding logistics, communications, and the overall new-hire experience.
Employee Events and Programs
Assist with planning and executing employee events and programs including retreats, Plaiderdays, monthly social hours, holiday parties, onsites, and offsites.
Serve as the first point of contact for employee emails, Slack messages, and support tickets, responding directly or routing inquiries to the appropriate team member.
Keep programs running smoothly by managing important operational details, communicating directly with employees, and providing hands-on support before and during events.
Support and contribute to various programs across the employee journey, helping ensure employees feel valued, engaged, and connected from onboarding through career milestones.
Qualifications
Must-Haves
1-3 years of experience in onboarding, events, employee experience, HR, workplace experience, administrative support, or a related role.
Strong organizational and coordination skills, with the ability to manage multiple tasks, deadlines, and details at once.
Clear, warm, and timely written and verbal communication skills across email, Slack, support tickets, and in-person interactions.
Experience supporting the planning and execution of events, meetings, onboarding programs, or other employee-facing experiences.
Confidence speaking in front of groups and a willingness to facilitate onboarding sessions with training and support.
Strong attention to detail when managing calendars, travel arrangements, participant lists, materials, communications, and other program logistics.
A collaborative mindset and comfort working with partners across teams such as People, Workplace, TechOps, Communications, and Finance.
Ability to provide friendly, solutions-oriented support to new hires and employees while knowing when to involve the appropriate partner.
Comfort working in a fast-paced environment where priorities may shift and processes may continue to evolve.
Commitment to creating inclusive and welcoming experiences for employees from different backgrounds and locations.
Comfort being a visible presence in the San Francisco office three days per week, Tuesday-Thursday, and engaging with employees face-to-face.
Must be able to lift up to 50 pounds.
Nice-to-Haves
Familiarity with tools such as Google Workspace, Slack, Canva, Zendesk, Brex, or event platforms like Epoch or Eventbrite.
Experience supporting employee onboarding, internal events, or other employee-facing programs.
Experience assisting with large-scale or company-wide events, such as retreats, hackathons, or holiday parties.
Experience supporting employees across multiple offices or distributed teams.
Familiarity with employee communications, HR systems, travel coordination, or creating simple internal graphics and event collateral.
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 [email protected].
Please review our Candidate Privacy Notice here.
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.