AI GTM

Department: GTM Operations | Team: GTM Operations

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. 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. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

The AI GTM team works with a cross-functional pod to accelerate Plaid’s footprint in AI. Our goal is to sell into and partner with AI companies of all sizes, from the largest model companies to small startups. This team works cross functionally, internally and externally, to ensure Plaid is the financial and identity provider of choice for AI companies; while also working closely with product and engineering to future proof our product set in an AI-driven ecosystem. 

In this role, you will serve as a critical link between our GTM teams (across sales, account management and partnerships), our product team, and the external AI market. You will be responsible for operationalizing our AI strategy, helping us win key deals, and ensuring our roadmap reflects the needs of our current customers and partners, with a focus on Fintechs, partners, and the next generation of SMB companies.

Responsibilities

• 1. GTM Execution & Commercial Support

  • Support on Strategic Deals: Work closely with the AI GTM Lead and relevant stakeholders to engage with high-value prospects, existing customers, and partners. You will help articulate our AI narrative, AI in Plaid products, and consult customers on AI use in their products.

  • Drive Revenue Opportunities: collaborate with Account Managers (AMs), Account Executives (AEs), and Partnerships AEs to navigate and close revenue deals with AI-native companies.

  • Deal Support: Act as the subject matter expert on calls, helping to unblock deals and provide technical or strategic context to customers.

  2. Product Strategy & Roadmap Influence

  • The "Voice of the Customer": Systematically gather and synthesize customer feedback to influence the AI technical roadmap. You will be the bridge bringing market realities to the Product and Engineering teams.

  • Market Intelligence: Monitor and report on trends in the AI space to the AI GTM Pod, and across Plaid as needed. 

  • Investment Areas: From customer feedback, industry work, and other intel, you will articulate a POV on what Plaid needs to build and invest in to be AI-Native and best serve our customers. You will work with the AI Applications Engineering and PM teams to formulate investment areas and scope potential "co-builds" that benefit our AI customers.

  3. Ecosystem, Brand & Content

  • External Presence: Represent the brand at in-person AI events, including conferences, panels, and networking mixers to expand our footprint in the AI community.

  • Support Content and Events: Support the Marketing team with feedback on written content, AI Events, webinars, developer guides, case studies, and internal enablement updates.

  • Sales Enablement: Build and refine sales playbooks on AI use cases for the AI Pod and broader Plaid. 

Qualifications

• Relevant Experience: 6+ years of experience in GTM (AE, AM, Partnerships), Strategy, Product Marketing, Sales Engineering, preferably within B2B

• AI Fluency: Have a solid understanding of the current AI landscape (LLMs, Agents, MCPs, etc) and can articulate how these technologies impact our customers and partners.

• Exceptional Communication Skills and Customer Orientation: You are a strong communicator in external and internal meetings and can translate complex concepts into clear business value for customers. You are a strong writer and presenter and can author high-quality content (playbooks, product memos) with little oversight. You can develop and communicate a strong POV informed by customer insights, AI Market themes, and your experiences. 

• Cross-Functional Agility: Proven ability to work across various Plaid teams — collaborating effectively with Engineering and Product teams on technical roadmaps while simultaneously driving commercial outcomes with Sales, Account Managers, Partnerships, Commercial, and Legal.

• High Agency & Ambiguity Tolerance: You thrive in fast-paced environments where the playbook is still being written. You are comfortable scoping your own projects and executing with minimal hand-holding.

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected].

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