GTM Strategy & Operations, Plaid
Pipeline and Partnerships
$135-202k
1-5 days a week in office
Infrastructure and APIs for FinTech
Open for applications
Infrastructure and APIs for FinTech
1001+ employees
Open for applications
$135-202k
1-5 days a week in office
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- 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
What the job involves
- 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
- 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
Our take
Plaid builds infrastructure that allows a consumer 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 12,000 financial institutions in the US, Canada, the UK and Europe. 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. Despite its strong position, it has not been immune to the difficult global economic situtation and was forced to restructure at the end of 2022, laying off some of its workforce. However it is still experiencing growth and is well-positioned to weather the current economic uncertainty.
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
- Monthly wellness stipend (gym on us)
- We offer breakfast, lunch, and dinner to keep you well-fed and healthy (when working from the office)
- From medical, life, dental and pension schemes, we’re here to support your physical, mental, and financial wellbeing
- We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids
- Every Plaid is in control of their career development with our learning stipends, tools, and trainings
- We give Plaids the freedom and flexibility to choose where they work - whether that is in a Plaid office, at home in any supported location, or a mix of both!
- Two weeks of synchronous, company-wide vacation
- We want to make sure you have time to meet your personal needs with unlimited PTO
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(CEO)He was a Consultant at Bain and previously a Research Fellow and Trustee at Duke before co-founding Plaid
William Hockey
(Board Director)He was previously an associate at Bain and has since moved on from Plaid to become Co-CEO at Column
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