GTM Strategy & Operations

About Plaid

Plaid is working to reshape how people manage and interact with money. The company builds products and infrastructure that help developers create financial applications used by millions of people. Its platform supports connections to financial accounts for companies such as Venmo, SoFi, Betterment, Fortune 500 businesses, and major banks. Plaid’s network spans 12,000 financial institutions across the US, Canada, the UK, and Europe. Founded in 2013, Plaid is based in San Francisco and also has offices in New York, Washington D.C., London, and Amsterdam.

Role Overview

The GTM Operations & Strategy team works on some of Plaid’s most important business challenges. This is a small, collaborative group with complementary strengths. In this position, you will partner with Product, Sales, Marketing, Partnerships, Operations, and Strategic Finance on strategic work that has a direct and measurable effect on customers, partners, and the company’s P&L. The role calls for someone who is highly analytical, strategic, structured in their approach, and able to operate effectively in ambiguous situations.

Key Responsibilities

• Own and support the day-to-day revenue operations for a rapidly scaling revenue organization.
• Create, maintain, and monitor revenue dashboards and reporting to track critical business metrics.
• Use data analysis to improve execution, uncover opportunities, and guide operational and strategic decisions.
• Launch, coordinate, and deliver cross-functional initiatives that improve alignment and create leverage across Plaid.
• Build and sustain an effective operating rhythm for the GTM Revenue team, including monthly business reviews and performance analysis.

Qualifications

• Strong interest in innovation within financial services.
• 4 to 6 years of overall experience, including at least 2 years in business operations, revenue operations, investment banking, or management consulting.
• Demonstrated strength in analytics, financial modeling, and presentations.
• Ability to break down complex problems into clear frameworks and practical action plans.
• Excellent verbal and written communication skills, plus the ability to collaborate well and build strong relationships across teams.
• Working knowledge of BI tools and CRM platforms such as Salesforce and Tableau, along with familiarity with SQL.

Additional Information

Plaid encourages candidates to apply even if their background does not match every listed qualification. The company values a wide range of experiences and perspectives, including lived experience, and is committed to building a diverse team that contributes to a more equitable financial ecosystem.

Plaid is an equal opportunity employer. Hiring decisions are made without discrimination based on race, color, national origin, ethnicity, religion or belief, sex, pregnancy or related medical conditions, sexual orientation, gender identity or expression, transgender status, age, military or veteran status, disability, or other legally protected characteristics. The company also considers qualified applicants with criminal histories in accordance with applicable laws.

Plaid provides reasonable accommodations for candidates with disabilities during the hiring process. Candidates who need assistance with applications or interviews can contact accommodations@plaid.com.

Applicants are asked to review the Candidate Privacy Notice.

Compensation and Benefits

The position may include additional compensation such as equity and/or commission, depending on the offer. Plaid also offers a comprehensive benefits package that includes medical, dental, vision, and 401(k). Pay is determined by factors such as scope of responsibility, experience, skill set, and location, and may change over time in line with applicable compensation or benefit plans. The stated compensation range is $162.2K to $202.8K.