We believe that the way people interact with their finances will drastically improve in the next few years. Were 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. Plaids network covers 12000 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 is responsible for productivity and performance improvements across our Go To Market Organization (Sales Account Management Marketing Professional Services / Support Partnerships Sales Development). Our team helps GTM leaders manage the day-to-day operations of their business while innovating Plaids GTM design and operating model for future scale.
As a leader of the GTM Systems team you will own the strategy architecture and execution of the technology that powers our go-to-market engine. This role partners closely with Sales Marketing Finance Product and Risk to ensure our GTM systems are scalable compliant data-driven and aligned with revenue growth.
Responsibilities:
- Define and execute the GTM technology strategy and multi-year roadmap ensuring alignment with Plaids scaling needs evolving GTM motions (sales-assisted enterprise partnerships) and long-term business objectives.
- Architect evolve and maintain scalable CRM (Salesforce) and GTM system solutions across the full go-to-market stack including integrations with billing CPQ marketing automation analytics and internal data platforms.
- Own GTM systems governance and data integrity including tooling standards data models access controls and operational hygiene. Establish guardrails that balance speed and flexibility with consistency compliance and long-term maintainability.
- Lead mentor and grow a high-performing GTM Systems team including managers admins engineers and analysts.
- Manage GTM technology vendors and budgets including tool evaluation contract negotiation renewal planning and ROI assessment.
- Partner closely with Sales Marketing Customer Success RevOps Finance Product and Engineering to intake demand prioritize initiatives and deliver solutions that improve GTM workflows seller productivity and customer outcomes.
- Lead a cross-functional AI enablement effort across GTM responsible for evaluating emerging AI tools and capabilities designing scalable processes and overseeing technical deployment. Drive responsible adoption of AI automation to improve seller efficiency data quality forecasting accuracy and customer engagement.
- Drive change management and adoption ensuring new systems tools and processes are successfully rolled out documented and embraced by GTM teams through enablement training and feedback loops.
Requirements:
- 10 years of experience in Go-To-Market Operations Sales Strategy Revenue/Sales/Marketing Operations or related technology leadership roles within B2B SaaS or fintech environments.
- Deep expertise across CRM and GTM technologies including Salesforce CPQ Billing and broader quote-to-cash systems and integrations.
- Proven experience leading product or platform development efforts partnering closely with Product and Engineering teams to deliver scalable business-critical solutions.
- Demonstrated people leadership experience including building developing and leading high-performing teams.
- Strong ability to operate effectively in ambiguous fast-moving environments; able to distill complex problems into structured frameworks clear priorities and actionable plans.
- Excellent written and verbal communication skills with a track record of influencing senior stakeholders and driving alignment across cross-functional partners.
- Experience leading large-scale transformation initiatives including the application of AI and automation to improve GTM efficiency data quality and operational outcomes
$176400 - $237600 a year
The target base salary for this position ranges from $176400/year to $237600/year in San Francisco OR New York.
The base salary range listed for this full-time position excludes commission (if applicable) equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills experience and relevant education or training.
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 doesnt 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 emailprotected.
Please review our Candidate Privacy Noticehere.
We believe that the way people interact with their finances will drastically improve in the next few years. Were 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 ...
We believe that the way people interact with their finances will drastically improve in the next few years. Were 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. Plaids network covers 12000 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 is responsible for productivity and performance improvements across our Go To Market Organization (Sales Account Management Marketing Professional Services / Support Partnerships Sales Development). Our team helps GTM leaders manage the day-to-day operations of their business while innovating Plaids GTM design and operating model for future scale.
As a leader of the GTM Systems team you will own the strategy architecture and execution of the technology that powers our go-to-market engine. This role partners closely with Sales Marketing Finance Product and Risk to ensure our GTM systems are scalable compliant data-driven and aligned with revenue growth.
Responsibilities:
- Define and execute the GTM technology strategy and multi-year roadmap ensuring alignment with Plaids scaling needs evolving GTM motions (sales-assisted enterprise partnerships) and long-term business objectives.
- Architect evolve and maintain scalable CRM (Salesforce) and GTM system solutions across the full go-to-market stack including integrations with billing CPQ marketing automation analytics and internal data platforms.
- Own GTM systems governance and data integrity including tooling standards data models access controls and operational hygiene. Establish guardrails that balance speed and flexibility with consistency compliance and long-term maintainability.
- Lead mentor and grow a high-performing GTM Systems team including managers admins engineers and analysts.
- Manage GTM technology vendors and budgets including tool evaluation contract negotiation renewal planning and ROI assessment.
- Partner closely with Sales Marketing Customer Success RevOps Finance Product and Engineering to intake demand prioritize initiatives and deliver solutions that improve GTM workflows seller productivity and customer outcomes.
- Lead a cross-functional AI enablement effort across GTM responsible for evaluating emerging AI tools and capabilities designing scalable processes and overseeing technical deployment. Drive responsible adoption of AI automation to improve seller efficiency data quality forecasting accuracy and customer engagement.
- Drive change management and adoption ensuring new systems tools and processes are successfully rolled out documented and embraced by GTM teams through enablement training and feedback loops.
Requirements:
- 10 years of experience in Go-To-Market Operations Sales Strategy Revenue/Sales/Marketing Operations or related technology leadership roles within B2B SaaS or fintech environments.
- Deep expertise across CRM and GTM technologies including Salesforce CPQ Billing and broader quote-to-cash systems and integrations.
- Proven experience leading product or platform development efforts partnering closely with Product and Engineering teams to deliver scalable business-critical solutions.
- Demonstrated people leadership experience including building developing and leading high-performing teams.
- Strong ability to operate effectively in ambiguous fast-moving environments; able to distill complex problems into structured frameworks clear priorities and actionable plans.
- Excellent written and verbal communication skills with a track record of influencing senior stakeholders and driving alignment across cross-functional partners.
- Experience leading large-scale transformation initiatives including the application of AI and automation to improve GTM efficiency data quality and operational outcomes
$176400 - $237600 a year
The target base salary for this position ranges from $176400/year to $237600/year in San Francisco OR New York.
The base salary range listed for this full-time position excludes commission (if applicable) equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills experience and relevant education or training.
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 doesnt 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 emailprotected.
Please review our Candidate Privacy Noticehere.
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