Plaid
GTM Strategy & Operations, Pipeline and Partnerships
The Role
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 responsible for productivity and performance improvements across our Go To Market Organisation (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 an Associate 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, with support from your manager
- Work with GTM Stakeholders and other GTM Ops team members to continuously identify and bridge gaps in data, systems, and processes to accelerate revenue
Requirements
- 7+ years of work experience, including 3 years of experience in Sales/Business Operations or Analytics (ideally with a focus on either Marketing or Partnerships) at a tech company or startup, preferably SaaS or Fintech
- Exceptional analytical and quantitative skills, including proficiency in Google Sheets/ExcelSQL 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
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 [email protected].
Please review our Candidate Privacy Notice here.
Plaid Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Plaid and has not been reviewed or approved by Plaid.
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Fair & Transparent Compensation — Pay is described as competitive to strong for many roles, with total compensation often positioned toward the high end for tech. The biggest determinants of satisfaction are framed as level, team, and the cash-versus-equity mix.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, with explicit support for fertility and mental health. This breadth is repeatedly emphasized as a standout part of the overall package.
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Leave & Time Off Breadth — Time-off is presented as flexible or “unlimited,” alongside an expectation that people take time away. Additional structures like company-wide breaks and potential sabbatical offerings are also referenced as part of time-away support.
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The Company
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.
