Head of GTM Finance

About the Role

The GTM Finance function is a strategic partner to Plaid's world-class Go-to-Market organization, owning revenue forecasting, ROI analytics, and performance visibility. The team serves as a critical voice in resource allocation decisions, ensuring that the company's growth is driven by data-driven decisions. The Head of GTM Finance will inherit a lean, talented team with plans to scale appropriately over time.

As the finance leader, this role will be responsible for driving the development of a high-performing team capable of operating at the pace and complexity of a scaled, growth-stage business. The successful candidate will need to have a deep understanding of B2B SaaS metrics, including ARR, NRR, pipeline coverage, CAC payback, and capacity models.

What You Will Do

• Lead the team in constructing and integrating bottoms-up customer forecasts, top-down segment-level views, and statistical models into a unified, high-fidelity revenue forecast
• Continuously sharpen methodology by incorporating internal signals and external market inputs
• Partner with the COO on capital deployment decisions, including headcount planning, capacity modeling, and territory design
• Drive toward clear ROI targets by segment and in aggregate
• Own and evolve Plaid's GTM performance reporting, ensuring focus on the highest-signal metrics, with clear benchmarks and targets tied to financial and strategic objectives
• Surface actionable insights that raise execution quality
• Partner with RevOps on CRM hygiene and data integrity
• Build trusted relationships across the organization, acting as the connective tissue between the GTM function and key partners, including Product and Engineering
• Translate commercial context into decisions that span the full business
• Own the GTM narrative for quarterly Board meetings, synthesizing business performance, progress against strategic priorities, and a forward-looking perspective into compelling, executive-ready materials
• Define the future-state of the GTM Finance team and execute against it
• Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled, growth-stage business

What We Are Looking For

• 12+ years of experience in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth B2B technology company
• Deep fluency in B2B SaaS and GTM metrics, including ARR, NRR, pipeline coverage, CAC payback, and capacity models
• Exceptional analytical and problem-solving skills, with the ability to drive business decisions with data
• Proven track record of driving revenue growth and improving profitability
• Strong leadership and team management skills, with the ability to build and develop high-performing teams
• Excellent communication and interpersonal skills, with the ability to build trusted relationships across the organization
• Strong business acumen, with a deep understanding of the fintech industry and its trends
• Ability to work in a fast-paced, dynamic environment, with a strong sense of adaptability and flexibility

Nice to Have

• Experience working with financial planning and analysis tools, such as Anaplan or Adaptive Insights
• Knowledge of data visualization tools, such as Tableau or Power BI
• Experience working with CRM systems, such as Salesforce
• Certification in finance, such as CFA or CPA
• Experience working in a remote or distributed team environment

Benefits and Perks

• Competitive salary and equity package
• Comprehensive health, dental, and vision insurance
• 401(k) matching program
• Flexible PTO policy and remote work arrangements
• Access to professional development and training opportunities
• Company-sponsored social events and team-building activities
• Employee discounts on company products and services
• Access to a network of experienced professionals in the fintech industry

• Develop a deep understanding of B2B SaaS metrics, including ARR, NRR, pipeline coverage, CAC payback, and capacity models, to drive business decisions with data.
• Showcase your ability to build and develop high-performing teams, with a focus on leadership and team management skills.
• Highlight your experience working with financial planning and analysis tools, such as Anaplan or Adaptive Insights, to drive revenue growth and improve profitability.
• Demonstrate your knowledge of the fintech industry and its trends, with a focus on emerging technologies and innovations.
• Prepare to discuss your experience working in a fast-paced, dynamic environment, with a strong sense of adaptability and flexibility.
• Be ready to provide examples of your ability to drive business decisions with data, using tools such as data visualization and CRM systems.
• Showcase your certification in finance, such as CFA or CPA, to demonstrate your expertise and commitment to the field.