Plaid

GTM Strategy & Operations, Pipeline and Partnerships

San Francisco, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Enterprise SoftwareIndustries

Requirements

Candidates should possess 7+ years of work experience, including 3 years in Sales/Business Operations or Analytics, ideally within SaaS or Fintech, and strong analytical and quantitative skills with proficiency in Google Sheets/Excel and SQL knowledge is preferred. Familiarity with Salesforce or other CRM platforms and sales tools like Gong or Clari is also beneficial.

Responsibilities

As an Associate on the RevOps Team, you will operate as a chief-of-staff for senior pipeline and partnerships leadership, providing actionable insights and implementing solutions; you will manage ongoing business cadences, own parts of the annual planning process, and work with GTM stakeholders to identify and bridge gaps in data, systems, and processes to accelerate revenue. You will also drive the operating rhythm and continuous improvement for Plaid’s pipeline generation and embedded partnership efforts, aligning with the Head of Growth and Head of Partnerships to measure performance and suggest solutions.

Skills

Google Sheets

Excel

SQL

BI Tools

Tableau

Looker

Mode

Sales Operations

Business Operations

Analytics

CRM

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.

Key Metrics

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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