GTM Operations Associate, Revenue

Plaid • San Francisco, CA

4d

About The Position

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.

Requirements

• 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

Nice To Haves

• Familiarity with startup business models and SaaS metrics
• Experience working in Fintech

Responsibilities

• 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

Benefits

• 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 .

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed