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PlaidPlaidSan Francisco, CA

GTM Strategy & Operations

Drive revenue operations and strategic initiatives across Product, Sales, Marketing, and Finance teams. Analyze performance data, build dashboards, and lead cross-functional projects to improve GTM efficiency.

162k – 203k
Hybrid4+ YOERevenue Operations

About the role

Responsibilities

  • Support day-to-day revenue operations of a fast growing Revenue team
  • Develop and track key revenue metrics through dashboards and reporting
  • Analyze data to drive execution and identify opportunities for operational improvement and strategic decision-making
  • Initiate, manage, and successfully execute new, cross-functional initiatives that increase alignment and create synergies across Plaid
  • Establish and maintain efficient operating model for GTM Revenue team, including running monthly business reviews and driving analysis to assess GTM performance

Qualifications

  • 4-6 years of experience including 2+ years of business operations or revenue operations, investment banking or management consulting
  • Strong analytical, financial modeling and presentation skills
  • Ability to distill complex issues into structured frameworks and action plans
  • Excellent communication and collaboration skills with the ability to build productive and positive relationships across the organization
  • Proficiency with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL

Nice-to-Haves

  • A passion for financial services innovation

Skills

SalesforceTableauSQLFinancial ModelingBusiness OperationsRevenue OperationsData AnalysisDashboard ReportingCross-Functional CollaborationStrategic Planning

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