GTM Operations Associate, Plaid

• The role requires someone who is highly analytical and strategic, approaches problems in a structured manner, and is comfortable with ambiguity
• 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
• Familiarity with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL
• 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!

Desirable

• 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
• 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