Sales Compensation Data Analyst at Plaid

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

4+ years of experience in data analysis, sales operations, or compensation roles
Advanced proficiency in Excel or Google Sheets
Strong experience with Salesforce reporting
Experience with CaptivateIQ or similar incentive compensation management (ICM) platforms
Familiarity with BI tools (e.g., Tableau) for building dashboards and performance reporting
Detail-oriented with excellent organizational and analytical skills
Proven ability to partner cross-functionally with Finance, RevOps, and Payroll teams

Responsibilities

Audit Salesforce opportunities for quota credit accuracy (closed-won validation, ownership reconciliation, MRR/ACV policy application)
Partner with RevOps, Finance, and Payroll on payout cycles
Build dashboards for attainment tracking and compensation health metrics
Support comp plan modeling and scenario analysis during annual planning and midyear updates
Validate monthly/quarterly sales compensation data in CaptivateIQ
Own end to end data infrastructure for sales comp attainment and commission processing
Partner with revenue accounting team to provide forecast on commissions accrual

Skills

Salesforce

Captivate

MRR

ACV

Dashboards

Data Auditing

Quota Crediting

Compensation Modeling

RevOps

Payout Validation

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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