Business Analyst (GTM) at Plaid

Singapore

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

FintechIndustries

Requirements

Bachelor’s degree or above in Information Management, Statistics, Marketing, Computer Science, Mathematics, or related fields preferred
Proficiency in SQL for independent data extraction and processing
Familiarity with data visualization tools (e.g., Tableau, Power BI, Looker, FineReport) and basic dashboard design
Advanced Excel/Google Sheets skills for daily data tasks
Knowledge of common marketing/sales metrics; experience in report-building or campaign analysis is a plus
Strong communication skills to collaborate effectively with non-technical stakeholders; service-oriented and responsible
Detail-oriented, logical thinker with independent problem-solving and process optimization skills
Ability to quickly grasp business objectives and propose data-backed solutions
3+ years in data operations, sales analytics, or campaign performance analysis preferred
Industry experience in B2C/FMCG, internet, SaaS, advertising, or e-commerce is a plus

Responsibilities

Support the data needs of marketing and sales teams by providing timely data extraction, cleaning, and preliminary analysis (e.g., campaign performance review, conversion funnel analysis, user behavior tracking, etc.)
Maintain common marketing/sales dashboards and reports (e.g., channel performance, sales funnel, campaign ROI, daily/weekly user growth reports) to ensure accurate and timely data delivery
Establish unified business data standards and define core metrics (e.g., new customers, GMV, retention, conversion rate) across different business scenarios to ensure cross-departmental alignment
Develop and optimize standardized workflows for data extraction, processing, and report generation to improve efficiency for marketing/sales teams
Streamline data workflows, standardize request submission processes, and promote data productization (e.g., templatized reports, automated updates)
Assist in building automation tools (e.g., Looker/Tableau/Power BI dashboards, SQL template libraries) to reduce repetitive tasks
Ensure the completeness, accuracy, and consistency of business data through daily monitoring, validation, and alerts for key metrics
Contribute to data platform development by organizing marketing/sales-related data tables, documenting field definitions, and maintaining usage guidelines
Deeply understand business operations and data needs, serving as a "data partner" for marketing and sales teams
Support data-driven decision-making (e.g., campaign strategy, channel evaluation, sales optimization) to enhance operational efficiency
Train and empower business teams on basic data tools and best practices to improve overall data literacy

Skills

SQL

Looker

Tableau

Power BI

Data Extraction

Data Cleaning

Dashboarding

Metrics Definition

Campaign Analysis

Conversion Funnel

User Behavior Analysis

Plaid

Connects financial accounts to apps securely

About Plaid

Plaid simplifies financial data management for individuals and businesses by connecting various financial accounts to apps and services. Its main product is a set of APIs that allow developers to integrate financial data into their applications, enabling users to track spending, initiate payments, and access financial services all in one place. Plaid serves a wide range of clients, including app developers and financial institutions, and is used by popular apps like LendingTree and Square. Unlike many competitors, Plaid focuses on providing a comprehensive and scalable platform that supports various financial use cases, such as transactions and identity verification. The company's goal is to enhance the way users interact with their financial data, making it easier and more secure.

San Francisco, CaliforniaHeadquarters

2013Year Founded

$714.3MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.

Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.

Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.

Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.

Risks

Increased competition from API-based banking solutions like FIS's Code Connect platform.

Potential legal challenges, such as PNC's lawsuit over trademark issues.

Demand for enhanced transparency and security in financial data sharing.

Differentiation

Plaid offers seamless financial data integration through robust APIs for diverse clients.

Plaid's Pay by Bank for Bill Pay provides a cost-effective recurring payment solution.

Plaid's strategic partnerships enhance its value proposition in payroll and payment sectors.

Upsides

Plaid's expansion into the Triangle area indicates growth and increased hiring potential.

Partnership with Dwolla enhances Plaid's presence in the secure payments sector.

Collaboration with Ansa expands market reach through pay-by-bank capabilities for merchants.

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