Job details

GTM Strategy and Operations Associate

At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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. #LI-Remote

The GTM Operations & Strategy team partners with our go-to-market team (Sales, AM, Marketing, Prof Services, Support) on initiatives to drive revenue. The Foundations Team works specifically on high leverage initiatives to improve the data, systems, and processes underlying our go-to-market strategy.

As an Associate on the GTM Foundations Team, you’ll work closely with GTM Stakeholders, as well as Business Intelligence and Business Systems, to build and continuously improve on foundational go-to-market processes.

Responsibilities

Work closely with our Analytics (BI) and GTM Systems teams to build out Plaid’s foundational GTM data strategy and sales process.
Create and maintaining dashboards and reporting of GTM metrics to Revenue leaders and broader org
Ship updates to Salesforce and other GTM systems to improve sales processes and/or data quality (including managing UAT and enablement efforts)
Manage and improve centralized Revenue processes like Forecasting and Territories
Work with GTM Stakeholders and other GTM Ops team members to continuously identify and bridge gaps in data, systems, and processes to accelerate revenue

Qualifications

3-5 years of experience in Sales/Business Operations or Analytics at a tech company or startup
Exceptional analytical and quantitative skills, including proficiency in Google Sheets/Excel
SQL knowledge (or a willingness to learn); experience using BI tools like Mode, Tableau, Looker, etc. is a plus
Familiarity with Salesforce (or another CRM); experience with sales platforms like Gong, Clari, etc. is a plus
Strong project management, planning, and organization skills, including the ability to handle multiple projects simultaneously in a fast-paced environment
Strong written and verbal communication skills; ability to influence stakeholders and cross-functional partners
Ability to take initiative and navigate through ambiguity; ability to distill complex issues into structured frameworks and action plans
Continuous improvement mindset; ability to seek out and implement internal or external best practices

$110,900 - $150,100 a year

Target base salary for this role is between $110,900 and $150,100 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

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 accommodations@plaid.com.

Please review our Candidate Privacy Notice here.

Plaid Glassdoor Company Review

4.2