Plaid
GTM Strategy & Operations
New York City Office
Sponsorship not specifiedDetected 47 days ago
SQLData VisualizationSalesforceCRMFinancial ModelingCommunicationCollaboration
About the role
- We believe that the way people interact with their finances will drastically improve in the next few years.
- We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
Responsibilities
- 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
- To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable.
Requirements
- 4-6 years of experience including 2+ years of business operations or revenue operations, investment banking or management consulting
- Ability to distill complex issues into structured frameworks and action plans
- Proficiency with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL
- A passion for financial services innovation
- Strong analytical, financial modeling and presentation skills
- Excellent communication and collaboration skills with the ability to build productive and positive relationships across the organization
Skills
- Plaid powers the tools millions of people rely on to live a healthier financial life.
- Plaid's network covers 12,000 financial institutions across the US, Canada, UK and Europe.
Compensation
- Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
Benefits
- Support day-to-day revenue operations of a fast growing Revenue team
- If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Company info
- Our mission at Plaid is to unlock financial freedom for everyone.
- We are always looking for team members that will bring something unique to Plaid!
Equal opportunity
- equal opportunity employer and values diversity at our company.
This listing is sourced directly from Plaid's careers page and normalized into a canonical job model.