Drive FP&A processes, forecasting, and financial insights for Plaid's GTM organization. Partner with leadership on strategic decisions, capital allocation, sales planning, and KPI optimization. Requires 6-8+ years in finance, strong modeling and analytical skills.
162k – 202k/yr
Hybrid6+ YOERevenue Operations
About the role
Responsibilities
Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations.
Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth.
Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting.
Work cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting.
Maintain and optimize key GTM KPIs that are used for internal and external reporting.
Prepare materials for internal and external stakeholders on company performance, including quarterly Board materials.
Help recruit a world-class Strategic Finance team at Plaid.
Qualifications
6-8+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
Strong analytical, financial modeling, problem-solving and communication skills.
Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment.
Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
Solid understanding of technical accounting principles.
Own end-to-end revenue accounting and controllership for OpenAI's advertising products, including revenue recognition under ASC 606, month-end close, controls, reconciliations, and risk assessment for high-volume usage-based models. Partner cross-functionally with Product, Engineering, and other teams while building scalable 0-to-1 processes and applying AI automation.
162k – 180k/yr
Hybrid6+ YOERevenue Operations
Revenue Operations Manager
CheckrSan Francisco, CA
Own territory design, quota setting, renewal/expansion forecasting, and performance reporting for Checkr's post-sales Customer Success and Account Management teams. Requires 6+ years in RevOps or Sales Ops with strong analytical, modeling, and cross-functional skills.
161k – 189k/yr
Hybrid6+ YOERevenue Operations
Senior Manager, Demand Center Insights
OktaBellevue, WA
Senior Manager leading insights for Okta's Global Demand Center. Build insights function, diagnose campaign/funnel performance, synthesize cross-functional data into strategic recommendations, influence planning and prioritization, and improve measurement maturity for demand generation and revenue outcomes.
160k – 220k/yr
On-site8+ YOERevenue Operations
Procurement Operations Lead
MercorSan Francisco, CA
Build and own Mercor's intake-to-PO procurement infrastructure from the ground up, re-architecting processes with AI and automation while partnering cross-functionally with Finance, Legal, Security, and Engineering. Requires 4-8 years building procurement systems at high-growth tech companies, deep P2P tooling expertise, and comfort evaluating AI output.
160k – 220k/yr
On-site4+ YOERevenue Operations
Senior Manager, CX Operations
ClickUpUnited States
Senior Manager of CX Operations at ClickUp owns strategy, AI-driven automation, and execution for Technical Account Management in Professional Services and Customer Success. Requires 8+ years in post-sales operations, proven AI workflow deployment, and expertise in retention, capacity planning, and quality metrics.