Description
We believe that the way people interact with their finances will drastically improve in the next few years. Plaid is dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
The Head of GTM Finance will help shape how Plaid deploys capital, wins in the market, and builds the analytical infrastructure to sustain growth at scale. The GTM Finance function is a strategic partner to Plaid's world-class Go-to-Market organization. The team owns revenue forecasting, ROI analytics, and performance visibility , and serves as a critical voice in resource allocation decisions.
As Head of GTM Finance, you will work closely with Sales, Marketing, RevOps, Product, and the Executive team to ensure our GTM engine delivers best-in-class results. You will report directly to the CFO and act as the primary finance partner to our Chief Operating Officer, who oversees all GTM functions including Sales, Marketing, Commercial, and Communications.
Responsibilities:
- Revenue Forecasting: Lead the team in constructing and integrating bottoms-up customer forecasts, top-down segment-level views, and statistical models into a unified, high-fidelity revenue forecast.
- Resource Allocation: Partner with the COO on capital deployment decisions including headcount planning, capacity modeling, and territory design.
- Performance Tracking & Visibility: Own and evolve Plaid’s GTM performance reporting, ensuring we’re focused on the highest-signal metrics, with clear benchmarks and targets tied to our financial and strategic objectives.
- Cross-functional Partnership: Build trusted relationships across the organization, acting as the connective tissue between the GTM function and key partners including Product and Engineering.
- Board Reporting: Own the GTM narrative for quarterly Board meetings, synthesizing business performance, progress against strategic priorities, and a forward-looking perspective into compelling, executive-ready materials.
- Team Building: Define the future-state of the GTM Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled, growth-stage business.
Qualifications:
- 12+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth B2B technology company.
- Deep fluency in B2B SaaS and GTM metrics.
- Exceptional analytical rigor paired with sharp business judgment.
- A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there.
- Demonstrated success leading and developing high-performing finance teams.
- Executive presence and exceptional communication skills.
- Fintech or financial services experience is a plus, but not required.