GTM Strategy & Operations
Plaid is a financial technology company providing APIs and network connectivity for businesses to build financial products. Its platform supports bank-account linking, financial data access, identity verification, fraud and risk tools, credit underwriting, and bank payments.
Maintainer signals as of 8/12/2026
Funding history
Projects
About Plaid
Plaid operates a financial data network and API platform that lets businesses connect to financial institutions and build financial experiences. Its products support account and identity verification, real-time balance and transaction data, investment and liability data, income and underwriting workflows, fraud and AML risk checks, and multi-rail bank payments. It serves developers, businesses, financial institutions, platforms, lenders, banks, and consumer-facing financial-product providers.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You support revenue operations, develop and track revenue metrics, analyze data for operational improvements, execute cross-functional initiatives, and maintain an efficient operating model. You run monthly business reviews and assess go-to-market performance while working across Product, Sales, Marketing, Partnerships, Operations, and Strategic Finance.
Requirements
- 4–6 years of experience, including 2+ years in business operations, revenue operations, investment banking, or management consulting
- Strong analytical skills
- Financial modeling skills
- Presentation skills
- Ability to distill complex issues into structured frameworks and action plans
- Communication and collaboration skills
- Proficiency with BI tools and CRM systems, including Salesforce and Tableau
- Knowledge of SQL
- Interest in financial services innovation
Responsibilities
- Support day-to-day revenue operations
- Develop and track key revenue metrics through dashboards and reporting
- Analyze data to drive execution and identify operational improvements
- Initiate and execute cross-functional initiatives
- Establish and maintain the GTM Revenue team operating model
- Run monthly business reviews
- Analyze GTM performance
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
