GTM Strategy & Operations

Plaid•San Francisco, CA

1d•$162,200 - $202,800

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
Proficiency with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL

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