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.
Plaid is at an inflection point. With a scaled business growing at attractive rates we are accelerating our Go-to-Market engine with conviction and precision. This is a rare opportunity to step into a high-visibility high-impact finance leadership role reporting directly to the CFO and serving as the dedicated finance partner to the COO at one of the most consequential fintech companies in the world. The Head of GTM Finance will help shape how Plaid deploys capital wins in the market and builds the analytical infrastructure to sustain growth atscale.
The Role
The GTM Finance function is a strategic partner to Plaids 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. You will inherit a lean talented team with plans to scale appropriately over time.
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. Continuously sharpen methodology by incorporating internal signals and external market inputs.
- Resource Allocation - Partner with the COO on capital deployment decisions including headcount planning capacity modeling and territory design. Drive toward clear ROI targets by segment and in aggregate.
- Performance Tracking & Visibility - Own and evolve Plaids GTM performance reporting ensuring were focused on the highest-signal metrics with clear benchmarks and targets tied to our financial and strategic objectives. Surface actionable insights that raise execution quality. Partner with RevOps on CRM hygiene and data integrity.
- 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. Translate commercial context into decisions that span the full business.
- 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 - you can move fluidly between ARR NRR pipeline coverage CAC payback and capacity models without losing the narrative thread
Exceptional analytical rigor paired with sharp business judgment - you know when the model needs more work and when its time to make a call
A genuine builder with a player-coach approach: youre 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 - written verbal and visual - with the ability to influence senior stakeholders and board-level audiences
Fintech or financial services experience is a plus but not required
$210000 - $345000 a year
The target base salary for this position ranges from $210000/year to $345000/year in Zone 1. The target base salary will vary based on the jobs location.
Our geographic zones are as follows:
Zone 1 - San Francisco / New York City / Seattle
Zone 2 - Los Angeles / Washington DC / Austin / Boston / Sacramento / San Diego
Zone 3 - Atlanta / Portland / Chicago / Philadelphia / Denver / Miami / Dallas / Raleigh
Zone 4 - All other US cities
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.
Plaid is at an inflection point. With a scaled business growing at attractive rates we are accelerating our Go-to-Market engine with conviction and precision. This is a rare opportunity to step into a high-visibility high-impact finance leadership role reporting directly to the CFO and serving as the dedicated finance partner to the COO at one of the most consequential fintech companies in the world. The Head of GTM Finance will help shape how Plaid deploys capital wins in the market and builds the analytical infrastructure to sustain growth atscale.
The Role
The GTM Finance function is a strategic partner to Plaids 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. You will inherit a lean talented team with plans to scale appropriately over time.
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. Continuously sharpen methodology by incorporating internal signals and external market inputs.
- Resource Allocation - Partner with the COO on capital deployment decisions including headcount planning capacity modeling and territory design. Drive toward clear ROI targets by segment and in aggregate.
- Performance Tracking & Visibility - Own and evolve Plaids GTM performance reporting ensuring were focused on the highest-signal metrics with clear benchmarks and targets tied to our financial and strategic objectives. Surface actionable insights that raise execution quality. Partner with RevOps on CRM hygiene and data integrity.
- 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. Translate commercial context into decisions that span the full business.
- 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 - you can move fluidly between ARR NRR pipeline coverage CAC payback and capacity models without losing the narrative thread
Exceptional analytical rigor paired with sharp business judgment - you know when the model needs more work and when its time to make a call
A genuine builder with a player-coach approach: youre 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 - written verbal and visual - with the ability to influence senior stakeholders and board-level audiences
Fintech or financial services experience is a plus but not required
$210000 - $345000 a year
The target base salary for this position ranges from $210000/year to $345000/year in Zone 1. The target base salary will vary based on the jobs location.
Our geographic zones are as follows:
Zone 1 - San Francisco / New York City / Seattle
Zone 2 - Los Angeles / Washington DC / Austin / Boston / Sacramento / San Diego
Zone 3 - Atlanta / Portland / Chicago / Philadelphia / Denver / Miami / Dallas / Raleigh
Zone 4 - All other US cities
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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Job Location:
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
