GTM Operations Associate, Revenue

About the Role

The GTM Operations & Strategy team is a small, dynamic group of individuals with complementary skill sets. You will have the opportunity to work closely with cross-functional teams to initiate, manage, and execute new initiatives that increase alignment and create synergies across Plaid. Your analytical and strategic mindset, combined with your ability to approach problems in a structured manner, will be essential in establishing and maintaining an efficient operating model for the GTM Revenue team.

What You Will Do

• Support day-to-day revenue operations of the Revenue team, ensuring seamless execution and driving growth
• Develop and track key revenue metrics through dashboards and reporting, analyzing data to drive execution and identify opportunities for operational improvement
• Initiate, manage, and successfully execute new, cross-functional initiatives that increase alignment and create synergies across Plaid
• Establish and maintain an efficient operating model for the GTM Revenue team, including running monthly business reviews and driving analysis to assess GTM performance
• Collaborate with the Sales team to drive revenue growth and expand existing customer relationships
• Work closely with the Product team to develop and implement new products and features that drive revenue growth
• Develop and maintain relationships with key stakeholders, including customers, partners, and internal teams
• Analyze market trends and competitor activity, providing insights and recommendations to inform business strategy
• Identify and mitigate potential risks to revenue growth, developing and implementing contingency plans as needed

What We Are Looking For

• A passion for financial services innovation and a strong understanding of the fintech industry
• 4-6 years of experience in business operations or revenue operations, investment banking, or management consulting
• Strong analytical, financial modeling, and presentation skills, with the 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
• Familiarity with BI tools and CRM systems, including Salesforce, Tableau, and knowledge of SQL
• Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines
• Strong problem-solving skills, with the ability to approach problems in a structured and methodical manner
• Experience working in a cross-functional team environment, with a strong understanding of how to drive collaboration and alignment

Nice to Have

• Familiarity with startup business models and SaaS metrics
• Experience working in fintech, with a strong understanding of the industry and its trends
• Knowledge of data visualization tools, such as Tableau or Power BI
• Experience with project management tools, such as Asana or Trello
• Familiarity with cloud-based software, such as Salesforce or Google Workspace

Benefits and Perks

• Competitive salary and equity package
• Comprehensive health, dental, and vision insurance
• Flexible PTO policy, with a minimum of 20 days per year
• Remote work stipend, with a budget for home office setup and equipment
• Professional development opportunities, including training and conference attendance
• Access to a network of professionals in the fintech industry
• Opportunity to work with a fast-growing, innovative company that is shaping the future of financial services
• Collaborative and dynamic work environment, with a team of experienced professionals

• To stand out in your application, be sure to highlight your experience working with Salesforce and Excel, and provide specific examples of how you have used these tools to drive business growth and improve operational efficiency.
• When preparing for your interview, research Plaid's products and services, and be prepared to discuss how you can contribute to the company's mission of empowering financial transformation.
• As you build your portfolio, be sure to include examples of your work with data visualization tools, such as Tableau or Power BI, and highlight your ability to analyze complex data sets and identify trends and insights.
• During the interview process, be prepared to discuss your experience working in a cross-functional team environment, and highlight your ability to drive collaboration and alignment across different departments.
• When negotiating your salary, be sure to research the market rate for your position and experience level, and be prepared to discuss your expectations and requirements.
• As you consider this role, be aware of the potential risks and challenges associated with working in a fast-paced and rapidly changing industry, and be prepared to discuss how you can mitigate these risks and drive success in your role.