GTM Strategy & Operations

## About the Role The GTM Strategy & Operations role at Plaid is a pivotal position that requires a unique blend of analytical, strategic, and operational expertise. As part of a small team with complementary skill sets, the successful candidate will work collaboratively across Product, Sales, Marketing, Partnerships, Ops, and Strategic Finance teams to drive business growth and improvement. This role is based at Plaid's San Francisco HQ, offering the opportunity to work at the heart of a dynamic fintech company.

Day-to-day, this role entails supporting the revenue operations of a fast-growing Revenue team, including developing and tracking key revenue metrics, analyzing data to drive execution, and identifying opportunities for operational improvement. The role requires a structured approach to problem-solving, the ability to distill complex issues into actionable plans, and excellent communication and collaboration skills.

Plaid's mission to unlock financial freedom for everyone is underscored by its network of 12,000 financial institutions across the US, Canada, UK, and Europe. Founded in 2013, Plaid has established itself as a leader in the fintech sector, powering tools that millions of people rely on for a healthier financial life. This role offers a chance to be part of this mission, working with companies like Venmo, SoFi, and several of the Fortune 500 to make financial services more accessible and user-friendly.

## What You Will Do - Support day-to-day revenue operations, focusing on data analysis and insights to inform business decisions.

• Develop and maintain dashboards and reporting tools to track key revenue metrics.
• Collaborate with cross-functional teams to identify and execute strategic initiatives that drive business growth and improvement.
• Analyze data to identify trends, opportunities, and challenges, and present findings and recommendations to stakeholders.
• Establish and maintain an efficient operating model for the GTM Revenue team, including running monthly business reviews.
• Lead the execution and implementation of new initiatives that increase alignment and create synergies across Plaid.
• Work closely with the Product, Sales, Marketing, Partnerships, Ops, and Strategic Finance teams to ensure alignment and maximize impact.
• Identify actionable insights and assess their impact on the business.
• Drive analysis to assess GTM performance and inform strategic decisions.
• Develop and maintain relationships with key stakeholders across the organization.

• 4-6 years of experience, including at least 2 years in business operations, 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, particularly Salesforce.
• Experience with Excel and data analysis tools.
• Strong problem-solving skills, with the ability to approach problems in a structured manner.
• Comfort with ambiguity and the ability to work in a fast-paced, dynamic environment.

• Knowledge of financial institutions and regulatory environments.
• Familiarity with project management tools and methodologies.
• Certification in a relevant field, such as business operations or finance.
• Experience working in a remote or distributed team environment.

• Equity options.
• Comprehensive health, dental, and vision insurance.
• Flexible PTO policy.
• Remote work stipend.
• Professional development opportunities.
• Access to the latest tools and technologies.
• Collaborative, dynamic work environment.
• Mission-driven company culture.

- Tip: Ensure you have a solid understanding of Salesforce and Excel, as these tools are critical to the role.

• To stand out, highlight your experience with data analysis, financial modeling, and presentation skills in your application.
• Prepare to discuss specific examples of how you've driven business growth and improvement in previous roles.
• Showcase your ability to work collaboratively and build strong relationships with cross-functional teams.
• Be ready to discuss your approach to problem-solving and how you handle ambiguity in a fast-paced environment.
• Consider including examples of your work in a portfolio or during the interview process to demonstrate your skills and experience.
• When negotiating salary, be sure to research the market rate for the role and consider factors like equity, benefits, and professional development opportunities.