GTM Strategy & Operations

About Plaid

Plaid builds the infrastructure and experiences that help developers create financial products used by millions of people. Its platform connects users to their financial accounts across thousands of companies, including major consumer fintechs, large banks, and Fortune 500 organizations. The company’s network spans 12,000 financial institutions across the US, Canada, the UK, and Europe. Founded in 2013, Plaid is headquartered in San Francisco and also operates from New York, Washington D.C., London, and Amsterdam.

Role overview

The GTM Operations & Strategy team tackles some of Plaid’s most important business challenges. This is a small, collaborative group that partners with Product, Sales, Marketing, Partnerships, Operations, and Strategic Finance on high-impact initiatives that affect customers, partners, and company performance. The position calls for a highly analytical thinker who can bring structure to ambiguity, surface practical insights, and turn them into execution.

What you will do

• Handle the day-to-day operational support for a rapidly growing revenue organization.
• Build, maintain, and monitor revenue dashboards and reporting that track key business metrics.
• Use data analysis to improve execution, identify operational efficiencies, and support strategic choices.
• Launch, coordinate, and deliver cross-functional projects that improve alignment and create leverage across the company.
• Set up and sustain an effective operating cadence for the GTM revenue team, including monthly business reviews and performance analysis.

What the role calls for

• Strong interest in innovation within financial services.
• 4 to 6 years of professional experience, including at least 2 years in business operations, revenue operations, investment banking, or management consulting.
• Well-developed analytical, financial modeling, and presentation abilities.
• Comfort with breaking down complex problems into organized frameworks and clear action plans.
• Excellent communication and partnership skills, with the ability to build positive working relationships across teams.
• Hands-on experience with BI tools and CRM platforms such as Salesforce and Tableau, plus working knowledge of SQL.

Additional information

Plaid welcomes applicants whose experience may come from work history or life experience, even if it does not match every requirement exactly. The company emphasizes diversity, equity, and inclusion and is an equal opportunity employer. Employment decisions are made without regard to protected characteristics such as race, color, national origin, ethnicity, religion, sex, pregnancy-related conditions, sexual orientation, gender identity or expression, age, military or veteran status, disability, or other legally protected status. Plaid also considers qualified candidates with criminal histories where allowed by law.

If you need accommodations during the recruiting process because of a disability, you may request assistance by contacting accommodations@plaid.com.

Compensation may include equity and/or commission depending on the role offered. Plaid offers a benefits package that includes medical, dental, vision, and a 401(k) plan. Pay is determined by the scope of the role, responsibilities, experience, skill set, and location, and the company may update compensation and benefits from time to time in line with applicable plans.

The stated compensation range for this role is $162.2K to $202.8K.