Marketing Strategy and Operations Analyst, Plaid
$145.2-172.8k
OTE
+Equity
1-5 days a week in office
Data network powering the tools millions of people rely on to live a healthier financial life
Open for applications
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Open for applications
$145.2-172.8k
OTE
+Equity
1-5 days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 5+ years of experience in Marketing, Sales, or Revenue Operations
- Experience in B2B, fintech or startup environments, preferred
- Proficiency in Tableau or other data visualization tools
- Proficiency in SQL and Excel/Google Sheets for data querying, extraction and analysis
- Experience with designing and rolling out KPIs and dashboards
- Excellent written and verbal communication skills and ability to convey complex concepts to wide audiences
- Demonstrated ability to build cross-functional partnerships
- Solution-oriented, proactive mindset and ability to thrive in ambiguity
- 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!
What the job involves
- As a GTM Operations Analyst, you will drive decision-making across Marketing and New Business teams by leading strategic analysis, performance measurement, and forecasting initiatives
- You will serve as a trusted partner to leadership, delivering insights that shape investment, planning, and optimization decisions across channels
- You bring deep expertise in full-funnel performance and efficiency metrics, combining analytical rigor with business intuition to translate raw data into strategic insight
- This is a dynamic, problem-solving role focused on continuously improving analytics and processes, evolving how performance is measured to meet the changing needs of a growing business
- Own and standardize top of funnel performance analysis, tracking lead generation, conversion rates and attribution for Marketing and New Business
- Lead comprehensive top of funnel and marketing analytics for business reviews, presenting key performance metrics, identify growth opportunities and provide data-backed recommendations to marketing leadership
- Partner with Business Intelligence to evolve attribution models and ensure accurate tracking of all marketing touchpoints across channels and campaigns
- Conduct in-depth analysis of marketing campaigns across channels, build and maintain accurate predictive performance models, and present optimization recommendations
- Support multiple marketing functions and channel owners to provide strategic analysis, forecasting and insights for planning and optimization including: SEO and web, digital, events, customer, and lifecycle marketing team
- Build strategic partnerships with the Finance, Business Intelligence, Business Systems, and GTM Ops teams to ensure alignment, integration, and smooth workflow across marketing, sales, and other business functions
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.
Salary benchmarks
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