Sales Operations Associate, GTM Strategy & Operations at Plaid

Sales Operations Associate, GTM Strategy & Operations

Plaid · San Francisco

Company

Plaid

Location

San Francisco

Type

Full Time

Job Description

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 GTM Operations & Strategy team partners with our go-to-market team (Sales, AM, Marketing, Prof Services, Support) on initiatives to drive revenue. The Foundations Team works specifically on high leverage initiatives to improve the data, systems, and processes underpinning our go-to-market strategy. As a Sales Ops Associate on the GTM Foundations Team, you’ll work closely with GTM stakeholders and our GTM Systems team to build and continuously improve upon foundational go-to-market processes.

Responsiblities

Own critical sales operations processes, including territory management, Closed-Won deal review, sales headcount and hierarchy management, and more

Manage enablement, both live and documented, on processes and operations related to the CRM and GTM Systems

Constantly evaluate our GTM systems and processes; ideate and execute on improvements and process automation

Work with GTM stakeholders and other GTM Ops team members to continuously identify and bridge gaps in data, systems, and processes to accelerate revenue

Qualifications

2-5 years of experience in Sales or Operations at a tech company or startup

Basic proficiency in Google Sheets / Excel; a demonstrated ability to develop analytical and quantitative skills

The ability and willingness to learn SQL and other data analysis and visualization tools

Familiarity with Salesforce; experience with sales platforms like Clay, Gong, etc. is a plus

Strong written and verbal communication skills; ability to influence stakeholders and cross-functional partners

Continuous improvement mindset; ability to seek out and implement internal or external best practices

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