Plaid · 12 hours ago
GTM Strategy & Operations Lead, GTM Technology
San Francisco, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$176K/yr - $238K/yr
10+ years expPlaid is dedicated to empowering the transformation of financial interactions through innovative tools and experiences. The GTM Strategy & Operations Lead will own the strategy, architecture, and execution of technology that supports Plaid's go-to-market engine, ensuring scalability, compliance, and alignment with revenue growth.
BankingFinancial ServicesFinTech
Responsibilities
Define and execute the GTM technology strategy and multi-year roadmap, ensuring alignment with Plaid’s 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
Qualification
Required
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
Company
Plaid
Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.
501-1000 employees
H1B Sponsorship
Plaid has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (41)
2024 (41)
2023 (42)
2022 (53)
2021 (30)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$1.31BKey Investors
Franklin TempletonAltimeter CapitalGoldman Sachs Investment Partners
2025-04-03Series Unknown· $575M
2025-04-03Secondary Market
2023-10-19Series Unknown
Leadership Team
Zachary Perret
Co-Founder & CEO
Eric Sager
COO
Recent News
2026-01-25
2026-01-24
Crunchbase News
2026-01-23
Company data provided by crunchbase