Marketing Strategy and Operations Analyst

Marketing Strategy and Operations Analyst

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 Marketing Strategy and 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.

Responsibilities

• 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

Qualifications

• 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

Key skills/competency

• Marketing Strategy
• Marketing Operations
• Performance Analysis
• Lead Generation
• Conversion Rate Optimization
• Attribution Modeling
• Business Intelligence
• SQL
• Tableau
• Data Visualization
• KPI Design