Plaud Jobs in Usa

This role owns the financial operations of the business and supports sales execution so momentum, cash flow, and client confidence are never constrained by the founder.

You operate as a trusted proxy for the founder, with real authority over financial execution, revenue operations, and client follow-through. If it touches money, forecasting, invoicing, payroll, or sales follow-up, you own it.

This is a role for someone who brings judgment, professionalism, and calm authority, not someone waiting for direction.

Primary Responsibilities:

1. Financial Ownership & P&L Visibility (Primary)

You fully own day-to-day financial operations and clarity, including:

• End-to-end ownership of P&L accuracy and visibility
• Payroll execution and review
• Accounts payable and vendor payments
• Invoicing, accounts receivable, and payment follow-up
• Credit card and expense reconciliation
• Management of the accounting inbox and all financial communications
• Reducing outsourced accounting work by 80%+ through internal ownership
• Designing and enforcing clean, repeatable client onboarding and invoicing processes
• PO creation and follow-up to ensure engineering work starts without delay

The founder does not monitor QuickBooks, AR/AP, payroll, or invoice status.

2. Project Accounting, Forecasting & Cash Control

You ensure financial reality is always visible, current, and actionable.

This includes:

• Project-level financial tracking
• Revenue and cash flow forecasting
• Clear visibility into:
• When revenue is expected
• When cash is received
• Where timing, scope, or margin is drifting
• Surfacing risk early—before it becomes disruptive
• Providing clean inputs to support hiring, spending, and delivery decisions

This role exists to keep the business on offense, not reacting late.

3. Sales Execution Support & Revenue Operations

You support sales by ensuring nothing stalls due to lack of follow-up, organization, or discipline.

This includes:

• Owning inbound lead follow-up from website and HubSpot
• Prompt, professional calling and emailing of warm leads
• Ensuring every lead and deal has a clear next action
• Booking meetings without founder coordination
• Maintaining CRM discipline with zero stale deals
• Supporting phone and inbox management related to sales follow-up
• Coordinating with marketing, HubSpot workflows, and WordPress as needed

You are not the closer.

You ensure closers stay focused, prepared, and unblocked.

4. Client Experience & Professional Representation (Non-Negotiable)

You own the client journey from first contact through billing and project kickoff.

This includes:

• Managing onboarding from PO through project start
• Sending and tracking W-9s, ACH/wire details, intake forms, and onboarding materials
• Setting clear expectations around billing, milestones, and payment timing
• Acting as the primary point of contact for billing clarity and follow-through
• Ensuring a clean handoff from Sales to Engineering and Operations

This is a client-facing role.

Professionalism, clarity, confidence, and consistency are required.

Clients should consistently feel:

• Trust
• Control
• Competence

Every interaction matters.

Tools & Systems

• QuickBooks (P&L, invoicing, AP/AR, project accounting)
• HubSpot (CRM, pipelines, dashboards, follow-ups)
• Microsoft 365 (Outlook, Teams, OneDrive)
• ADP (Payroll – training provided)
• Calendly
• AI tools including ChatGPT, , Fireflies, and Zapier

Required Experience & Profile

This role is for someone with ownership-level experience, not support-only exposure.

Required:

• 2–10 years of experience in one or more of:
• Finance Operations
• Revenue Operations
• Accounting or Controller support
• Client Operations
• Sales Operations
• Experience working closely with a founder or senior executive
• Proven comfort owning money, follow-up, and decisions
• Hands-on experience with:
• Invoicing, AR, and AP
• Financial operations and reporting
• CRM systems (HubSpot preferred)
• Strong written and verbal communication
• Calm, professional presence in client and vendor conversations
• Ability to exercise judgment without constant escalation

Preferred:

• Degree in Business, Finance, Accounting, Operations, or related field
• Experience in manufacturing, engineering, or project-based businesses
• Experience representing a company in financial or client-facing discussions

What This Role Is Not

• Not an administrative-only role
• Not calendar management as a primary function
• Not a “wait for instructions” position

This role requires ownership, discretion, and polish.

Success Looks Like

• The founder trusts the numbers without hesitation
• Financial risk is visible early
• Clients experience clean, professional follow-through
• Sales momentum is supported without founder involvement
• The business runs cleaner, calmer, and faster

Plaud is building the world's most trusted AI work companion for professionals to elevate productivity and performance through note-taking solutions, loved by over 1,500,000 users worldwide since 2023. With a mission to amplify human intelligence, Plaud is building the next-generation intelligence infrastructure and interfaces to capture, extract, and utilize what you say, hear, see, and think.

Plaud Inc. is a Delaware-incorporated, San Francisco-based company pushing the boundary of human–AI intelligence through a hardware–software combination. With SOC 2, HIPAA, GDPR, ISO27001, ISO27701, and EN18031 compliance, Plaud is committed to the highest standards of data security and privacy protection.

To learn more about Plaud, please visit and follow along on Instagram, X, Facebook, LinkedIn, and YouTube.

Plaud is building the next generation intelligence infrastructure and interfaces to capture, extract, and utilize intelligence from what people say, hear, see, and think.

• 
  
• Plaud is a bootstrapped, skyrocketing, profitable company with a $250M revenue run rate achieved in just three years.
  
• Define the next-gen paradigm for human-AI interaction.
  
• Gain exposure to cutting-edge AI for Pro tools and play a direct role in our global expansion.
  
• Work with passionate teammates who value innovation, collaboration, and customer success.
  
• Grow your career in a culture that champions continuous learning and fast career development.
  
• Market-competitive compensation, global exposure, and a vibrant, creativity-fueled work atmosphere.
  

• 
  
• Lead end-to-end planning and execution of global campaigns for Plaud’s software and AI products.
  
• Turn product strategy into compelling, multi-channel campaigns that connect hardware, AI & software, and platform stories into one seamless narrative.
  
• Partner with Product Marketing, Creative, and Regional teams to design go-to-market plans across paid, social, PR, influencer, and owned channels.
  
• Use data and AI tools to track performance, optimize campaigns in real-time, and uncover insights that drive future growth.
  
• Build scalable campaign frameworks that improve consistency, speed, and quality across global markets.
  

• 
  
• 3–5 years of experience in integrated marketing, campaign management, or product marketing within tech, SaaS, or AI industries.
  
• Strong organizational and project management skills — able to handle multiple launches simultaneously.
  
• Excellent communication and collaboration skills across global teams.
  
• Comfortable working with creative and media partners, managing assets and approvals.
  
• Fluent in English; proactive, detail-oriented, and a strong team player.
  
• Good at using AI tools to improve work efficiency.
  

• 
  
• Experience launching software or AI products across global markets.
  
• Familiarity with B2B and B2C integrated marketing strategy.
  
• Proficiency in using AI tools (ChatGPT, Claude, Notion, etc.) to enhance workflow and campaign optimisation.
  
• Experience working with creative or media agencies across time zones.Passion for shaping the future of human–AI collaboration.
  
• Mandarin proficiency is a plus.
  

• 
  
• Founding Team: Opportunity to join the founding team of this new initiative, with meaningful ownership and impact on a fast-growing startup.
  
• Competitive Compensation: $160K-$230K base salary+performance bonus+Equity.
  
• Comprehensive Benefits: Top-tier healthcare for employees and dependents, including dental and vision, and a generous employer subsidy.
  
• Retirement Planning: 401(k) plan for full time employees with company matching.
  
• Paid Time Off: Unlimited PTO, plus 13 paid holidays.
  
• New Parent Leave: 12 weeks of paid time off to spend time with your new family, regardless of gender.
  
• Hybrid Office: Minimum of 3x in office per week.
  
• Gear: New hires are equipped with their choice of new top-of-the-line laptops and workstation setups.
  
• Perks: Best office equipment. Annual offsites. Free office drinks and snacks.
  

Plaud is and will continue to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other applicable legally protected characteristics.

Plaud is building the world's most trusted AI work companion for professionals to elevate productivity and performance through note‑taking solutions, loved by over 1,000,000 users worldwide since 2023. With a mission to amplify human intelligence, Plaud is building the next‑generation intelligence infrastructure and interfaces to capture, extract, and utilize what you say, hear, see, and think.

Plaud Inc. is a Delaware‑incorporated, San Francisco‑based company pushing the boundary of human–AI intelligence through a hardware–software combination. With SOC 2, HIPAA, GDPR, ISO27001, ISO27701, and EN18031 compliance, Plaud is committed to the highest standards of data security and privacy protection.

To learn more about Plaud, please visit and follow along on Instagram, X, Facebook, LinkedIn, and YouTube.

Plaud is building the next generation intelligence infrastructure and interfaces to capture, extract, and utilize intelligence from what people say, hear, see, and think.

• 
  
• Plaud is a bootstrapped, skyrocketing, profitable company with a $250M revenue run rate achieved in just three years.
  
• Define the next‑gen paradigm for human‑AI interaction.
  
• Gain exposure to cutting‑edge AI for Pro tools and play a direct role in our global expansion.
  
• Work with passionate teammates who value innovation, collaboration, and customer success.
  
• Grow your career in a culture that champions continuous learning and fast career development.
  
• Market‑competitive compensation, global exposure, and a vibrant, creativity‑fueled work atmosphere.
  

We seek a Director of Digital Transformation & Enterprise Systems to design and implement our next‑generation internal systems — unifying automation, data intelligence, and compliance across all functions.

• 
  
• Architect and execute Plaud AI’s enterprise‑wide AI integration roadmap, connecting Finance, HR, Operations, and Product systems.
  
• Design and deploy scalable, secure, and compliant AI‑driven workflows that enhance efficiency and decision‑making.
  
• Lead data and systems integration, creating unified models for analytics, reporting, and automation.
  
• Collaborate cross‑functionally to identify and deliver high‑impact AI automation use cases that drive measurable business outcomes.
  
• Establish AI governance and best practices for responsible and efficient adoption across global teams.
  

• 
  
• Bachelor’s degree or higher in Computer Science, Software Engineering, or a related field.
  
• At least 5 years of experience working in global companies.
  
• High familiarity with global tool stacks such as Atlassian, Jira, Confluence, Notion, Oracle, etc.
  
• Engineering background with hands‑on experience in AI initiatives in recent years.
  
• Comfortable working across time zones and collaborating asynchronously.
  
• Strong communication skills with empathy.
  
• Adaptive, collaborative, and proactive in driving outcomes.
  

• 
  
• Founding Team: Opportunity to join the founding team of this new initiative, with meaningful ownership and impact on a fast‑growing startup.
  
• Competitive Compensation: $260K‑$340K base salary+performance bonus+Equity.
  
• Comprehensive Benefits: Top‑tier healthcare for employees and dependents, including dental and vision, and a generous employer subsidy.
  
• Retirement Planning: 401(k) plan for full‑time employees with company matching.
  
• Paid Time Off: Unlimited PTO, plus 13 paid holidays.
  
• New Parent Leave: 12 weeks of paid time off to spend time with your new family, regardless of gender.
  
• Hybrid Office: Minimum of 3× in office per week.
  
• Gear: New hires are equipped with their choice of new top‑of‑the‑line laptops and workstation setups.
  
• Perks: Best office equipment. Annual offsites. Free office drinks and snacks.
  

Plaud is and will continue to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other applicable legally protected characteristics.