Revenue Operation Manager at Plaid

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FintechIndustries

Requirements

Candidates should have over 3 years of experience in SaaS revenue operations, sales operations, or a related field. Strong technical skills are required, including experience implementing and administering CRM systems like Salesforce, as well as familiarity with sales engagement and revenue intelligence platforms. Demonstrated success in process optimization and automation development, strong analytical skills for data interpretation, and experience creating dashboards and reports are essential. An understanding of PLG business models and their integration with enterprise sales is necessary, along with excellent project management, cross-functional collaboration, and a process-oriented mindset with attention to detail.

Responsibilities

The Revenue Operations Manager will design and implement a unified lead lifecycle framework in the CRM, establish data governance standards, and build automation workflows to streamline tasks. They will create dashboards and reports for sales performance visibility, partner with Product, Marketing, and Sales teams to optimize processes, and implement/manage the sales technology stack. Responsibilities also include conducting data quality audits, providing training on systems and processes, and collaborating with Finance on forecasting and revenue recognition.

Skills

CRM

Lead lifecycle

Data governance

Automation workflows

Dashboards

Reports

Sales pipeline

Data accuracy

Product usage signals

Cross-functional collaboration

Go-to-market processes

Revenue operations

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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