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GTM Strategy & Operations, Pipeline and Partnerships

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We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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.

The GTM Operations & Strategy team is responsible for productivity and performance improvements across our Go To Market Organisation (Sales, Customer Success, Marketing, Professional Services / Support, Partnerships). Our team helps GTM leaders manage the day-to-day operations of their business while innovating Plaid’s GTM design and operating model for future scale.

As an Associate on the RevOps Team, you will drive the operating rhythm and continuous improvement for Plaid’s pipeline generation and embedded partnership efforts working closely with our Marketing, Partnership and Sales leaders. You will align closely with our Head of Growth and Head of Partnerships to measure performance, identify issues / opportunities and suggest solutions, build new motions and improve our productivity.

Responsibilities

Operate in a chief-of-staff capacity for senior pipeline and partnerships leadership: provide them with actionable insights and recommendations, and then do the work to implement your ideas
Deep dive on the key performance metrics for the organization or sub-functions and work cross functionally with stakeholders to ensure high performance
Manage ongoing business cadences across multiple teams, including account reviews, sales forecasting calls, and monthly business reviews
Own meaningful parts of the company’s annual planning process, including target setting for pipeline, revenue, ARR, headcount, and more, with support from your manager
Work with GTM Stakeholders and other GTM Ops team members to continuously identify and bridge gaps in data, systems, and processes to accelerate revenue

Requirements

7+ years of work experience, including 3 years of experience in Sales/Business Operations or Analytics (ideally with a focus on either Marketing or Partnerships) at a tech company or startup, preferably SaaS or Fintech
Exceptional analytical and quantitative skills, including proficiency in Google Sheets/ExcelSQL 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, ZoomInfo, 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

$135,000 - $201,960 a year

Target base salary for this role is between $135,000 and $201,960 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.

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CEO of Plaid

Zach Perret

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$135000K

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What You Should Know About GTM Strategy & Operations, Pipeline and Partnerships, Plaid

At Plaid, we're on a mission to transform the way people engage with their finances, and we want you to be a part of this exciting journey! We're looking for a GTM Strategy & Operations Associate to join our dynamic team in San Francisco. In this role, you'll help us drive productivity and performance improvements across our Go To Market organization, which includes Sales, Customer Success, Marketing, and Partnerships. You'll be working closely with our senior leadership, including the Head of Growth and Head of Partnerships, to analyze performance metrics, identify opportunities, and implement actionable insights that fuel our growth. Your capacity to thrive in a fast-paced environment while managing multiple projects is key. You will manage business cadences across teams, own parts of our annual planning process, and work collaboratively with various stakeholders to bridge gaps in data and processes. We're looking for someone with at least 7 years of experience, particularly in Sales or Business Operations, with a strong aptitude for analytics and project management. If you have a passion for driving continuous improvement and want to be a part of a company that's shaping the future of finance, Plaid is the place for you. Join us to unlock financial freedom for everyone!

Frequently Asked Questions (FAQs) for GTM Strategy & Operations, Pipeline and Partnerships Role at Plaid

What are the responsibilities of the GTM Strategy & Operations Associate at Plaid?

As a GTM Strategy & Operations Associate at Plaid, your primary responsibilities include operating in a chief-of-staff capacity for senior pipeline and partnership leadership, managing ongoing business cadences, and taking ownership of key performance metrics. You will also be engaged in the annual planning process, including setting targets for pipeline and revenue generation, while working closely with various stakeholders across the organization.