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.
Responsiblities
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
Familiarity with startup business models and SaaS metrics
Experience working in Fintech
Nice to haves:
Top Skills
What We Do
Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe. At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.
