Description
We're dedicated to empowering the transformation of how people interact with their finances. As a GTM Operations Associate, you will work across Product, Sales, Marketing, Partnerships, Ops, and Strategic Finance teams on strategic initiatives with a direct impact on customers, partners, and P&L.
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 an 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. Familiarity with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL. Nice to have: familiarity with startup business models and SaaS metrics, experience working in Fintech.