Plaid

Marketing Strategy and Operations Analyst

Plaid$90K — $130K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Marketing, Sales, or Revenue Operations
  • Experience in B2B, fintech or startup environments, preferred
  • Proficiency in Tableau or other data visualization tools
  • Proficiency in SQL and Excel/Google Sheets for data querying, extraction and analysis
  • Experience with designing and rolling out KPIs and dashboards
  • Excellent written and verbal communication skills
  • Demonstrated ability to build cross-functional partnerships
  • Solution-oriented, proactive mindset and ability to thrive in ambiguity

Responsibilities

  • Own and standardize top of funnel performance analysis, tracking lead generation, conversion rates and attribution
  • Lead comprehensive top of funnel and marketing analytics for business reviews, presenting key performance metrics and data-backed recommendations
  • Partner with Business Intelligence to evolve attribution models and ensure accurate tracking of marketing touchpoints
  • Conduct in-depth analysis of marketing campaigns, build predictive performance models, and present optimization recommendations
  • Support marketing functions with strategic analysis and insights for planning and optimization
  • Build strategic partnerships with Finance, Business Intelligence, and other teams to ensure alignment across functions

Benefits

  • Opportunity to work at a mission-driven company focused on financial freedom
  • Access to a diverse and inclusive work environment
  • Encouragement for candidates with varied experiences to apply
  • Support for learning and developing unique skills
  • Possibility for career advancement in a rapidly growing company
Full Job Description
Our team builds the foundation that empowers Plaid's new business and marketing functions to operate efficiently, scale strategically, and align with the company's broader goals. We drive operational excellence while supporting the creation and execution of impactful top of funnel strategies that resonate with our target audiences. We focus on supporting marketing and the new business teams in delivering strategies that drive sustainable growth and foster long-term success. We are committed to building a strong, operationally excellent growth engine that supports Plaid's customer acquisition and expansion.

As a GTM Operations Analyst, you will drive decision-making across Marketing and New Business teams by leading strategic analysis, performance measurement, and forecasting initiatives. You will serve as a trusted partner to leadership, delivering insights that shape investment, planning, and optimization decisions across channels. You bring deep expertise in full-funnel performance and efficiency metrics, combining analytical rigor with business intuition to translate raw data into strategic insight. This is a dynamic, problem-solving role focused on continuously improving analytics and processes, evolving how performance is measured to meet the changing needs of a growing business.

Responsibilities
  • Own and standardize top of funnel performance analysis, tracking lead generation, conversion rates and attribution for Marketing and New Business
  • Lead comprehensive top of funnel and marketing analytics for business reviews, presenting key performance metrics, identify growth opportunities and provide data-backed recommendations to marketing leadership
  • Partner with Business Intelligence to evolve attribution models and ensure accurate tracking of all marketing touchpoints across channels and campaigns
  • Conduct in-depth analysis of marketing campaigns across channels, build and maintain accurate predictive performance models, and present optimization recommendations
  • Support multiple marketing functions and channel owners to provide strategic analysis, forecasting and insights for planning and optimization including: SEO and web, digital, events, customer, and lifecycle marketing team
  • Build strategic partnerships with the Finance, Business Intelligence, Business Systems, and GTM Ops teams to ensure alignment, integration, and smooth workflow across marketing, sales, and other business functions

Qualifications
  • 5+ years of experience in Marketing, Sales, or Revenue Operations
  • Experience in B2B, fintech or startup environments, preferred
  • Proficiency in Tableau or other data visualization tools
  • Proficiency in SQL and Excel/Google Sheets for data querying, extraction and analysis
  • Experience with designing and rolling out KPIs and dashboards
  • Excellent written and verbal communication skills and ability to convey complex concepts to wide audiences
  • Demonstrated ability to build cross-functional partnerships
  • Solution-oriented, proactive mindset and ability to thrive in ambiguity

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!

About Plaid

Plaid is a financial services company based in New York City. The company builds a technology platform, which enables applications to connect with users' bank accounts. Plaid focuses on enabling consumers and businesses to interact with their bank accounts, check balances, and make payments through financial technology applications. The company was founded in 2013 by Zach Perret and William Hockey. In January 2020, Visa announced that it would acquire Plaid for $5.3 billion. The acquisition was completed in January 2021.
Learn more about Plaid
Size
600 employees
Industry
Founded
2011

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