The GTM Operations & Strategy team is focused on solving some of Plaid's most pressing business issues. We are a small team of individuals with complementary skill sets. In this role, you will work collaboratively across Product, Sales, Marketing, Partnerships, Ops and Strategic Finance teams on a variety of strategic initiatives with a direct and quantifiable impact on our customers, partners, and P&L. You will identify actionable insights, assess their impact, and lead execution & implementation. The role requires someone who is highly analytical and strategic, approaches problems in a structured manner, and is comfortable with ambiguity.
Responsibilities- Support day-to-day revenue operations of a fast growing Revenue team
- Develop and track key revenue metrics through dashboards and reporting
- Analyze data to drive execution and identify opportunities for operational improvement and strategic decision-making
- Initiate, manage, and successfully execute new, cross-functional initiatives that increase alignment and create synergies across Plaid
- Establish and maintain efficient operating model for GTM Revenue team, including running monthly business reviews and driving analysis to assess GTM performance
Qualifications - A passion for financial services innovation
- 4-6 years of experience including 2+ years of business operations or revenue operations, investment banking or management consulting
- Strong analytical, financial modeling and presentation skills
- Ability to distill complex issues into structured frameworks and action plans
- Excellent communication and collaboration skills with the ability to build productive and positive relationships across the organization
- Proficiency with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL
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!
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.
