Plaid
GTM Strategic Finance
Similar Jobs
Software
The Strategic Finance, GTM lead manages revenue forecasting, capacity planning, and compensation design. They analyze pipeline health and collaborate with Sales and RevOps, ensuring financial strategies align with consumption-based models.
Top Skills:
Capacity PlanningFinancial ModelingRevenue Forecasting
.png)
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Field-driven territory sales role responsible for 80% in-person prospecting, 50–60 weekly business visits, full-cycle self-sourced selling, live demos, closing deals across Square products, building pipeline and partnerships, mastering verticals (restaurants, retail, services), managing Salesforce activity and forecasts, and consistently exceeding quota.
Top Skills:
AfterpayLoyaltyPayment ProcessingPayrollSalesforceSquareTime Management
Artificial Intelligence • Cloud • Security • Software • Cybersecurity
Lead and scale strategic ISV go-to-market partnerships globally by aligning with Product, developing and executing GTM plans, driving joint revenue opportunities, enabling field and partner sales, creating marketplace listings, and measuring partnership performance to optimize impact.
Top Skills:
AICloud MarketplacesCloud TechnologiesDatadogSecurity
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.
Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization. The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic & financial goals and help inform, articulate, and shape Plaid’s growth trajectory.
You will drive initiatives including forecasting, designing analytical and financial frameworks to optimize decision-making, and providing senior management with insights about our performance. You will be responsible for FP&A processes such as month-end reporting, forecasting, variance analysis, and preparation of financial reporting for senior leadership / Board. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.
Responsibilities:
- Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations.
- Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth.
- Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting.
- Work cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
- Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting.
- Maintain and optimizing key GTM KPIs that are used for internal and external reporting.
- Prepare materials to internal and external stakeholders on company performance, including quarterly Board materials.
- Help recruit a world-class Strategic Finance team at Plaid.
Qualifications:
- 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
- Strong analytical, financial modeling, problem-solving and communication skills.
- Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment.
- Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
- Solid understanding of technical accounting principles.
- A penchant for impact and ownership.
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].
Please review our Candidate Privacy Notice here.
Plaid San Francisco, California, USA Office
San Francisco, CA, United States, 94105
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
