Marketing Strategy and Operations Analyst

Plaid • San Francisco, CA

3d

About The Position

Our team builds the foundation that empowers Plaid’s new business and marketing functions to operate efficiently, scale strategically, and align with the company’s broader goals. We drive operational excellence while supporting the creation and execution of impactful top of funnel strategies that resonate with our target audiences. We focus on supporting marketing and the new business teams in delivering strategies that drive sustainable growth and foster long-term success. We are committed to building a strong, operationally excellent growth engine that supports Plaid’s customer acquisition and expansion. As a GTM Operations Analyst, you will drive decision-making across Marketing and New Business teams by leading strategic analysis, performance measurement, and forecasting initiatives. You will serve as a trusted partner to leadership, delivering insights that shape investment, planning, and optimization decisions across channels. You bring deep expertise in full-funnel performance and efficiency metrics, combining analytical rigor with business intuition to translate raw data into strategic insight. This is a dynamic, problem-solving role focused on continuously improving analytics and processes, evolving how performance is measured to meet the changing needs of a growing business.

Requirements

• 5+ years of experience in Marketing, Sales, or Revenue Operations
• Proficiency in Tableau or other data visualization tools
• Proficiency in SQL and Excel/Google Sheets for data querying, extraction and analysis
• Experience with designing and rolling out KPIs and dashboards
• Excellent written and verbal communication skills and ability to convey complex concepts to wide audiences
• Demonstrated ability to build cross-functional partnerships
• Solution-oriented, proactive mindset and ability to thrive in ambiguity

Nice To Haves

• Experience in B2B, fintech or startup environments, preferred

Responsibilities

• Own and standardize top of funnel performance analysis, tracking lead generation, conversion rates and attribution for Marketing and New Business
• Lead comprehensive top of funnel and marketing analytics for business reviews, presenting key performance metrics, identify growth opportunities and provide data-backed recommendations to marketing leadership
• Partner with Business Intelligence to evolve attribution models and ensure accurate tracking of all marketing touchpoints across channels and campaigns
• Conduct in-depth analysis of marketing campaigns across channels, build and maintain accurate predictive performance models, and present optimization recommendations
• Support multiple marketing functions and channel owners to provide strategic analysis, forecasting and insights for planning and optimization including: SEO and web, digital, events, customer, and lifecycle marketing team
• Build strategic partnerships with the Finance, Business Intelligence, Business Systems, and GTM Ops teams to ensure alignment, integration, and smooth workflow across marketing, sales, and other business functions

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