We expect the way people manage their finances to improve significantly in the coming years. Our goal is to support that shift by creating the tools and experiences that thousands of developers rely on to build their own products. Plaid enables millions of people to use financial tools that help them lead healthier financial lives. We partner with companies like Venmo, SoFi, several Fortune 500 firms, and many major banks to make connecting financial accounts to apps and services simple. Our network spans 12,000 financial institutions across the US, Canada, the UK, and Europe. Founded in 2013, Plaid is headquartered in San Francisco with offices in New York, Washington D.C., London, and Amsterdam.

The GTM Operations & Strategy team collaborates with our go-to-market organizations—Sales, Account Management, Marketing, Professional Services, and Support—to drive revenue. The Foundations Team focuses on high-impact initiatives that enhance the data, systems, and processes behind our GTM strategy. As a Sales Ops Associate on this team, you will partner with GTM stakeholders and the GTM Systems team to build and continually refine core go-to-market processes.

Responsibilities include owning key sales operations workflows such as territory management, reviewing Closed-Won deals, managing sales headcount and hierarchy, and more. You will deliver both live and documented enablement on CRM- and systems-related processes, regularly assess and improve GTM systems and workflows, and work with GTM partners to identify and close gaps in data, systems, and processes to help accelerate revenue.

Qualifications include 2–5 years of experience in Sales or Operations at a tech company or startup, basic proficiency in Google Sheets or Excel, and the ability to develop strong analytical skills. You should be willing to learn SQL and other data analysis tools, have familiarity with Salesforce (with platforms like Clay or Gong as a plus), communicate effectively, and consistently seek opportunities for improvement.

The salary range for this role is $122,400 to $156,000 per year in Zone 1, with actual pay varying by location. Additional compensation may include equity or commissions, and Plaid offers comprehensive benefits such as medical, dental, vision, and a 401(k). Pay and benefits may change based on company policies and individual factors like experience, skills, and responsibilities.

Plaid’s mission is to expand financial freedom for everyone, and we aim to build a diverse team committed to creating a more equitable financial system. We welcome applicants whose experiences—whether professional or personal—may differ from the job description, and we value what each person brings to the team.

Plaid is an equal opportunity employer and does not discriminate based on legally protected characteristics. We consider qualified applicants with criminal histories in accordance with the law and provide reasonable accommodations to candidates with disabilities during the hiring process.