GTM Strategy & Operations Manager, Plaid
Revenue
$157.7-256k
Data network powering the tools millions of people rely on to live a healthier financial life
Job no longer available
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Job no longer available
$157.7-256k
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 8+ years of work experience, including 3 years of experience in Sales/Business Operations or Analytics at a tech company or startup, preferably SaaS or Fintech
- 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, 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
What the job involves
- The GTM Operations & Strategy team is responsible for productivity and performance improvements across our Go To Market Organization (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 a manager 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
- 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
- Work with GTM Stakeholders and other GTM Ops team members to continuously identify and bridge gaps in data, systems, and processes to accelerate revenue
- Provide management, guidance, and training to junior GTM Ops and Strategy team members
Our take
Plaid builds infrastructure that allows consumers to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.
Plaid has integrated with over 12,000 financial institutions in the US, Canada, the UK and Europe. And about a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs).
The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts. This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2025
$575m
LATE VC
Apr 2021
$425m
SERIES D
Total funding: $1.3bn
Company benefits
- Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
- Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
- Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(Co-Founder & CEO)Previously, Zach was a Consultant at Bain and a Research Fellow and Trustee at Duke before co-founding Plaid ion 2012.
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