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, Washington D.C., London and Amsterdam.
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
Familiarity with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL
Nice to haves:
Familiarity with startup business models and SaaS metrics
Experience working in Fintech
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 accommodations@plaid.com.
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.
Other opportunities
- See role
California
FinTech Account Manager - Named
- See role
California
Sales Engineer - Credit
- See role
Florida
Engineering Manager - Data Partner Experience
- See role
GBR - LON Office
Engineering Manager - Europe
- See role
GBR - LON Office
Product Manager - Europe
- See role
GBR
Staff Software Engineer - Europe
- See role
Missouri
Consumer Support Specialist
- See role
New York City Metro
Account-Based Marketing Manager
- See role
New York City Metro
Web Marketing Lead
- See role
New York City Office
Account-Based Marketing Manager
- See role
New York City Office
Account Executive - Fintech Named
- See role
New York City Office
Account Executive Leader - Fraud
- See role
New York City Office
Account Manager - Enterprise - Scaled
- See role
New York City Office
AI Partner Development - GTM Pod
- See role
New York City Office
Business Operations
- See role
New York City Office
Channel Business Development Manager - Banking and Wealth
- See role
New York City Office
Commercial Lead - Partnerships
- See role
New York City Office
Creative Design Manager
- See role
New York City Office
Engineering Manager - Security
- See role
New York City Office
Enterprise Account Executive - Territory Accounts
- See role
New York City Office
Executive Assistant, Product & Engineering
- See role
New York City Office
Experienced Engineering Manager, Network Enablement and Access (NEA)
- See role
New York City Office
Fraud and Abuse Operations Lead
- See role
New York City Office
Fraud Model Consulting Lead
- See role
New York City Office
GTM Strategic Finance
- See role
New York City Office
Marketing Strategy and Operations
- See role
New York City Office
Partner Development Manager- Banking & Wealth
- See role
New York City Office
Partner Development Manager - Enterprise Partnerships
- See role
New York City Office
Product Design Manager - Dashboard
- See role
New York City Office
Product Lead - Account Verification
- See role
New York City Office
Product Manager
- See role
New York City Office
Product Marketing Manager - Industry
- See role
New York City Office
Risk Analyst, Customer Oversight
- See role
New York City Office
Sales Development Representative
- See role
New York City Office
Sales Engineer - Credit
- See role
New York City Office
Sales Engineer - Fraud
- See role
New York City Office
Senior Creative Designer
- See role
New York City Office
Senior Machine Learning Engineer - Embedded Insights
- See role
New York City Office
Senior Product Manager
- See role
New York City Office
Senior Software Engineer, Backend
- See role
New York City Office
Senior Software Engineer, Full Stack
- See role
New York City Office
Software Engineer, Backend
- See role
New York City Office
Software Engineer, Full Stack
- See role
New York City Office
Technical Account Manager - Enterprise
- See role
Raleigh Office
Account Executive - Fintech Named
- See role
Raleigh Office
Account Executive Leader - Fraud
- See role
Raleigh Office
Fraud and Abuse Operations Lead
- See role
Raleigh Office
Sales Engineer - Credit
- See role
Raleigh Office
Sales Engineer - Fraud
- See role
San Francisco HQ
Account Executive - Fintech Named
- See role
San Francisco HQ
Account Executive Leader - Fraud
- See role
San Francisco HQ
Account Manager - Banking and Wealth
- See role
San Francisco HQ
Account Manager - Enterprise - Scaled
- See role
San Francisco HQ
Analytics Engineer
- See role
San Francisco HQ
Commercial Lead - Partnerships
- See role
San Francisco HQ
Content Lead
- See role
San Francisco HQ
Creative Design Manager
- See role
San Francisco HQ
Data Scientist - Network Value
- See role
San Francisco HQ
Experienced Engineering Manager, Network Enablement and Access (NEA)
- See role
San Francisco HQ
FinOps Program Manager
- See role
San Francisco HQ
Financial Systems Manager
- See role
San Francisco HQ
Fraud and Abuse Operations Lead
- See role
San Francisco HQ
Fraud Researcher
- See role
San Francisco HQ
GTM Strategic Finance
- See role
San Francisco HQ
Implementation Specialist – Credit
- See role
San Francisco HQ
Integration Operations Program Manager
- See role
San Francisco HQ
Product Counsel, Payments
- See role
San Francisco HQ
Product Design Manager - Dashboard
- See role
San Francisco HQ
Product Lead - Account Verification
- See role
San Francisco HQ
Product Lead - Growth
- See role
San Francisco HQ
Product Marketing Manager - Industry
- See role
San Francisco HQ
Product Operations
- See role
San Francisco HQ
Recruiting Manager, Engineering
- See role
San Francisco HQ
Sales Development Representative
- See role
San Francisco HQ
Sales Engineer - Credit
- See role
San Francisco HQ
Sales Engineer - Fraud
- See role
San Francisco HQ
Senior Creative Designer
- See role
San Francisco HQ
Senior Data Engineer - Data Engineering
- See role
San Francisco HQ
Senior Data Scientist - Data Foundations & AI
- See role
San Francisco HQ
Senior Developer Relations Engineer - Customer Growth and Experience
- See role
San Francisco HQ
Senior Machine Learning Engineer - Embedded Insights
- See role
San Francisco HQ
Senior Machine Learning Engineer (Research Scientist) - Data Foundation & AI
- See role
San Francisco HQ
Senior Software Engineer - AI Applications
- See role
San Francisco HQ
Senior Software Engineer, Backend
- See role
San Francisco HQ
Senior Software Engineer - Data Infrastructure
- See role
San Francisco HQ
Senior Software Engineer, Full Stack
- See role
San Francisco HQ
Senior Software Engineer - ML Infrastructure
- See role
San Francisco HQ
Software Engineer, Backend
- See role
San Francisco HQ
Software Engineer, Full Stack
- See role
San Francisco HQ
Staff Product Manager - AI Foundations
- See role
San Francisco HQ
Staff Software Engineer - AI Applications
- See role
San Francisco HQ
Staff Software Engineer - Online Storage
- See role
San Francisco HQ
Strategic Partnerships - Credit
- See role
San Francisco HQ
Technical Account Manager - Enterprise
- See role
San Francisco HQ
Treasury Manager
- See role
San Francisco
Staff Product Manager - Fraud
- See role
San Francisco
Web Marketing Lead
- See role
Seattle Metro
Engineering Manager - Security
- See role
Seattle Metro
Product Security Engineer
- See role
Seattle Office
Account Executive - Fintech Named
- See role
Seattle Office
Experienced Engineering Manager, Network Enablement and Access (NEA)
- See role
Seattle Office
Fraud and Abuse Operations Lead
- See role
Seattle Office
Product Design Manager - Dashboard
- See role
Seattle Office
Senior Data Engineer - Data Engineering
- See role
Seattle Office
Senior Software Engineer, Backend
- See role
Seattle Office
Senior Software Engineer - Data Infrastructure
- See role
Seattle Office
Software Engineer, Backend
- See role
Seattle Office
Staff Software Engineer - Online Storage
- See role
United States
Consumer Compliance Analyst
- See role
United States
Consumer Support Specialist