Business Operations

GTM Strategy & Operations Manager, Revenue

United States | Full-time

We ensure cross-functional coordination and increase efficiency across Plaid to help us achieve our Company goals.

At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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. #LI-Remote

The GTM Operations & Strategy team is responsible for productivity and performance improvements across our Go To Market Organization (Sales, Customer Success, Marketing, Professional Services / Support, Partnerships). Our team helps GTM leaders manage the day-to-day operations of their business while innovating Plaid’s GTM design and operating model for future scale.

As a manager on the RevOps Team, you will drive the operating rhythm and continuous improvement for Plaid’s pipeline generation and embedded partnership efforts working closely with our Marketing, Partnership and Sales leaders. You will align closely with our Head of Growth and Head of Partnerships to measure performance, identify issues / opportunities and suggest solutions, build new motions and improve our productivity.

Responsibilities

  • Operate in a chief-of-staff capacity for senior pipeline and partnerships leadership: provide them with actionable insights and recommendations, and then do the work to implement your ideas
  • Deep dive on the key performance metrics for the organization or sub-functions and work cross functionally with stakeholders to ensure high performance
  • Manage ongoing business cadences across multiple teams, including account reviews, sales forecasting calls, and monthly business reviews 
  • Own meaningful parts of the company’s annual planning process, including target setting for pipeline, revenue, ARR, headcount, and more
  • Work with GTM Stakeholders and other GTM Ops team members to continuously identify and bridge gaps in data, systems, and processes to accelerate revenue
  • Provide management, guidance, and training to junior GTM Ops and Strategy team members

Qualifications

  • 5+ years of work experience, including 3 years of experience in Sales/Business Operations or Analytics at a tech company or startup, preferably SaaS or Fintech
  • Exceptional analytical and quantitative skills, including proficiency in Google Sheets/Excel
  • SQL knowledge (or a willingness to learn); experience using BI tools like Mode, Tableau, Looker, etc. is a plus
  • Familiarity with Salesforce (or another CRM); experience with sales platforms like Gong, Clari, ZoomInfo, etc. is a plus
  • Strong project management, planning, and organization skills, including the ability to handle multiple projects simultaneously in a fast-paced environment
  • Strong written and verbal communication skills; ability to influence stakeholders and cross-functional partners
  • Ability to take initiative and navigate through ambiguity; ability to distill complex issues into structured frameworks and action plans
  • Continuous improvement mindset; ability to seek out and implement internal or external best practices

Target base wage for this role is between $135,000 and $201,960 per year/month. 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.
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.

San Francisco Office

Our headquarters is in sunny SOMA and includes a beautiful sun-filled atrium, a private outdoor deck and even a (semi-hidden) climbing wall.

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