Marketing Operations, Plaid
$119.9-178.2k
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
$119.9-178.2k
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 5-7 years of experience in marketing operations, preferably within the B2B space, with a proven track record of driving results through operational excellence
- Experience with Marketo (or similar marketing automation platforms), including campaign creation, management, and optimization, as well as integrating it with CRM systems and other marketing technologies
- Proficient in Tableau or other data visualization tools, to help communicate complex data insights clearly and effectively to stakeholders
- SQL expertise for data querying and analysis, with the ability to extract, manipulate, and analyze large datasets to inform decision-making
- Outstanding interpersonal skills, with a demonstrated ability to build strong relationships, influence stakeholders, and collaborate across cross-functional teams at all levels of the organization
- Comfortable with change and ambiguity, thriving in fast-paced and evolving environments, and able to adapt quickly to shifting priorities and new challenges
- Proactive, self-starter mindset, with the ability to take initiative, anticipate challenges, and drive projects forward with minimal direction
What the job involves
- The Marketing Operations Team at Plaid builds the essential foundation that enables the Marketing function to operate efficiently, scale sustainably, and align with the company’s strategic goals
- We focus on people, technology and process to drive operational excellence and optimize marketing performance
- Our team is focused on creating and executing impactful marketing strategies that resonate with our target audiences, drive sustainable growth through high-quality pipeline generation, and enhance marketing efficiency
- By integrating innovative technologies, we strive for seamless workflows and data-driven decision-making
- We also continuously strengthen the foundation of a high-performing marketing organization, ensuring that processes and systems are in place to support long-term success
- Manage and optimize the Martech stack to ensure seamless integration, system performance, and data flow across marketing tools
- Lead Marketo operations as the DRI/SME, including lead management, automation, reporting, and troubleshooting
- Collaborate with cross-functional teams (Sales, Marketing, Business Systems) to align marketing operations with business objectives and ensure smooth execution of initiatives
- Drive data strategy and governance to ensure high-quality, accurate marketing data for segmentation, targeting, and decision-making
- Ensure compliance with data privacy regulations (e.g., GDPR, CCPA) and industry best practices in marketing data handling and system usage
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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