Key skills
SQLTableauBISaaSSalesforceCRMCommunicationCollaborationPresentation Skills
About this role
Role Overview
- Support day-to-day revenue operations of a fast growing Revenue team
- Develop and track key revenue metrics through dashboards and reporting. Analyze data to drive execution and identify opportunities for operational improvement and strategic decision-making
- Initiate, manage, and successfully execute new, cross-functional initiatives that increase alignment and create synergies across Plaid
- Establish and maintain efficient operating model for GTM Revenue team, including running monthly business reviews and driving analysis to assess GTM performance
Requirements
- A passion for financial services innovation
- 4-6 years of experience including 2+ years of business operations or revenue operations, investment banking or management consulting
- Strong analytical, financial modeling and presentation skills
- Ability to distill complex issues into structured frameworks and action plans
- Excellent communication and collaboration skills with the ability to build productive and positive relationships across the organization
- Familiarity with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL
- Nice to haves:
- Familiarity with startup business models and SaaS metrics
- Experience working in Fintech
Tech Stack
- SQL
- Tableau