GTM Strategy & Operations, Plaid
Revenue Associate
$136.8-187.2k
2+ days a week in office
Infrastructure and APIs for FinTech
Open for applications
Infrastructure and APIs for FinTech
1001+ employees
Open for applications
$136.8-187.2k
2+ days a week in office
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- 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
- Proficiency with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL
What the job involves
- 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
- The role requires someone who is highly analytical and strategic, approaches problems in a structured manner, and is comfortable with ambiguity
- 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
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
Salary benchmarks
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