Marketing Strategy and Operations Analyst

United States - San Francisco · San_franciscoFull-timemid

OtherOperations AnalystStrategy And OperationsData & AI

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Overview

We believe that the way people interact with their finances will drastically improve in the next few years.

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OtherOperations AnalystStrategy And OperationsData & AI

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.

Our team builds the foundation that empowers Plaid’s new business and marketing functions to operate efficiently, scale strategically, and align with the company’s broader goals. We drive operational excellence while supporting the creation and execution of impactful top of funnel strategies that resonate with our target audiences. We focus on supporting marketing and the new business teams in delivering strategies that drive sustainable growth and foster long-term success. We are committed to building a strong, operationally excellent growth engine that supports Plaid’s customer acquisition and expansion.

As a GTM Operations Analyst, you will drive decision-making across Marketing and New Business teams by leading strategic analysis, performance measurement, and forecasting initiatives. You will serve as a trusted partner to leadership, delivering insights that shape investment, planning, and optimization decisions across channels. You bring deep expertise in full-funnel performance and efficiency metrics, combining analytical rigor with business intuition to translate raw data into strategic insight. This is a dynamic, problem-solving role focused on continuously improving analytics and processes, evolving how performance is measured to meet the changing needs of a growing business.

Own and standardize top of funnel performance analysis, tracking lead generation, conversion rates and attribution for Marketing and New Business

Lead comprehensive top of funnel and marketing analytics for business reviews, presenting key performance metrics, identify growth opportunities and provide data-backed recommendations to marketing leadership

Partner with Business Intelligence to evolve attribution models and ensure accurate tracking of all marketing touchpoints across channels and campaigns

Conduct in-depth analysis of marketing campaigns across channels, build and maintain accurate predictive performance models, and present optimization recommendations

Support multiple marketing functions and channel owners to provide strategic analysis, forecasting and insights for planning and optimization including: SEO and web, digital, events, customer, and lifecycle marketing team

Build strategic partnerships with the Finance, Business Intelligence, Business Systems, and GTM Ops teams to ensure alignment, integration, and smooth workflow across marketing, sales, and other business functions

5+ years of experience in Marketing, Sales, or Revenue Operations

Experience in B2B, fintech or startup environments, preferred

Proficiency in Tableau or other data visualization tools

Proficiency in SQL and Excel/Google Sheets for data querying, extraction and analysis

Experience with designing and rolling out KPIs and dashboards

Excellent written and verbal communication skills and ability to convey complex concepts to wide audiences

Demonstrated ability to build cross-functional partnerships

Solution-oriented, proactive mindset and ability to thrive in ambiguity

Listing Details

Posted: October 15, 2025
First seen: March 23, 2026
Last seen: April 24, 2026

Posting Health

Days active: 32
Repost count: 0
Trust Level: 44%
Scored at: April 24, 2026

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Plaid

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Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use.

Employees

350

Founded

2013

Domain

plaid.com

Jobs

View 92 jobs

View company profile

Salary

USD 145200–172800

per year