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 Marketing Operations Team at Plaid builds the essential foundation that enables the Marketing function to operate efficiently, scale sustainably, and align with the company’s strategic goals. We focus on people, technology and process to drive operational excellence and optimize marketing performance. Our team is focused on creating and executing impactful marketing strategies that resonate with our target audiences, drive sustainable growth through high-quality pipeline generation, and enhance marketing efficiency. By integrating innovative technologies, we strive for seamless workflows and data-driven decision-making. We also continuously strengthen the foundation of a high-performing marketing organization, ensuring that processes and systems are in place to support long-term success.
Responsibilities
- Manage and optimize the Martech stack to ensure seamless integration, system performance, and data flow across marketing tools.
- Lead Marketo operations as the DRI/SME, including lead management, automation, reporting, and troubleshooting.
- Collaborate with cross-functional teams (Sales, Marketing, Business Systems) to align marketing operations with business objectives and ensure smooth execution of initiatives.
- Drive data strategy and governance to ensure high-quality, accurate marketing data for segmentation, targeting, and decision-making.
- Ensure compliance with data privacy regulations (e.g., GDPR, CCPA) and industry best practices in marketing data handling and system usage.
Qualifications
- 5-7 years of experience in marketing operations, preferably within the B2B space, with a proven track record of driving results through operational excellence.
- Experience with Marketo (or similar marketing automation platforms), including campaign creation, management, and optimization, as well as integrating it with CRM systems and other marketing technologies.
- Proficient in Tableau or other data visualization tools, to help communicate complex data insights clearly and effectively to stakeholders.
- SQL expertise for data querying and analysis, with the ability to extract, manipulate, and analyze large datasets to inform decision-making.
- Outstanding interpersonal skills, with a demonstrated ability to build strong relationships, influence stakeholders, and collaborate across cross-functional teams at all levels of the organization.
- Comfortable with change and ambiguity, thriving in fast-paced and evolving environments, and able to adapt quickly to shifting priorities and new challenges.
- Proactive, self-starter mindset, with the ability to take initiative, anticipate challenges, and drive projects forward with minimal direction.
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.
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.
