Plaid
Sales Operations Associate, GTM Strategy & Operations
Similar Jobs
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Manage and process patient MyChart release requests and related documentation. Coordinate with hospitals, clinics, and clinical teams to handle member/provider service requests, maintain work queues and release task lists, and prepare/scan incoming mail, email, and faxes into patient charts. Work in a high-volume customer service environment, responding to members by phone and in person.
Top Skills:
ExcelMicrosoft OutlookMicrosoft WordMychartWindows
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Perform diagnostic ultrasound exams, maintain certification and quality standards, prepare and educate patients, operate and maintain ultrasound equipment, document and submit images, assist with ACR accreditation, mentor new hires, and contribute to efficient outpatient operations.
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Manage ongoing contract relationships and service delivery for employer/group accounts. Serve as primary client contact, coordinate cross-functional teams, handle provider network administration, lead complex claims projects, prepare financial reporting and client-facing deliverables, and support renewals and upsell activities.
Top Skills:
ExcelMicrosoft Word
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.
The GTM Operations & Strategy team partners with our go-to-market team (Sales, AM, Marketing, Prof Services, Support) on initiatives to drive revenue. The Foundations Team works specifically on high leverage initiatives to improve the data, systems, and processes underpinning our go-to-market strategy. As a Sales Ops Associate on the GTM Foundations Team, you’ll work closely with GTM stakeholders and our GTM Systems team to build and continuously improve upon foundational go-to-market processes.
Responsiblities
- Own critical sales operations processes, including territory management, Closed-Won deal review, sales headcount and hierarchy management, and more
- Manage enablement, both live and documented, on processes and operations related to the CRM and GTM Systems
- Constantly evaluate our GTM systems and processes; ideate and execute on improvements and process automation
- Work with GTM stakeholders and other GTM Ops team members to continuously identify and bridge gaps in data, systems, and processes to accelerate revenue
Qualifications
- 2-5 years of experience in Sales or Operations at a tech company or startup
- Basic proficiency in Google Sheets / Excel; a demonstrated ability to develop analytical and quantitative skills
- The ability and willingness to learn SQL and other data analysis and visualization tools
- Familiarity with Salesforce; experience with sales platforms like Clay, Gong, etc. is a plus
- Strong written and verbal communication skills; ability to influence stakeholders and cross-functional partners
- Continuous improvement mindset; ability to seek out and implement internal or external best practices
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.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
