Salesforce developers with AI automation experience and a builder mindset will find this role in GTM Operations at Plaid.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Plaid via Ashby
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, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
The GTM Technology team sits within GTM Operations and owns the systems, architecture, and automation that power Plaid's go-to-market motion — Salesforce administration and platform architecture, quote-to-cash, lead-to-cash data integrity, and the evaluation and rollout of new GTM tooling, including AI and agentic tooling. We partner closely with Sales, Finance, and Engineering to make sure the systems behind revenue are accurate, scalable, and increasingly automated.
We're hiring a GTM Technology Engineer to help build and maintain the technical backbone of our GTM systems. This is a hands-on engineering role for someone who can write production-quality Salesforce code (Apex, LWC, SOQL/SOSL), design clean integrations across our GTM stack (Salesforce, CPQ, contract lifecycle management, sales engagement, data warehouse, and more), and bring an AI-forward, builder mentality to how we automate and scale GTM Operations workflows.
You'll work on everything from diagnosing and fixing Apex logic that drives revenue-critical fields, to building integrations that connect Salesforce with adjacent platforms, to designing and deploying AI-powered agents and automations (using LLM APIs, MCP servers, and agentic workflows) that remove manual work from the GTM org. You'll report into GTM Technology and work alongside Salesforce architects, GTM Operations partners, and Engineering.
Responsibilities
- Salesforce development: Design, build, and maintain Apex classes, triggers, Lightning Web Components, and Flows that support core GTM processes.
- Data integrity & diagnostics: Investigate and resolve issues in revenue-critical Apex services, tracing root causes across triggers, flows, and integration touchpoints.
- Cross-platform integration: Build and maintain integrations between Salesforce and the broader GTM stack (CPQ, CLM/contract tools, sales engagement platforms, data enrichment tools, data warehouse) using middleware (e.g., MuleSoft, Tray.io http://Tray.io), REST/SOAP APIs, and event-driven patterns.
- AI & automation: Prototype and productionize AI-assisted workflows — using LLM APIs, Salesforce-hosted MCP servers, and agentic tooling — to automate manual RevOps processes (deal reviews, data QA, reporting, triage).
- Platform architecture: Contribute to Salesforce architecture decisions (data model, sharing model, integration patterns, CI/CD via tools like Copado, Gearset) that keep the org scalable as Plaid's GTM motion grows.
- Partnership: Work directly with RevOps, Deal Desk, Sales leadership, and Engineering to translate business requirements into reliable, well-tested technical solutions.
- Quality & governance: Write testable, documented code; participate in code review and release management; support SOX/ITGC controls relevant to revenue systems where applicable.
Requirements
- 4+ years of hands-on Salesforce development experience — Apex, Lightning Web Components, Flow, SOQL/SOSL, and integration patterns (REST/SOAP, platform events, middleware).
- Experience with CPQ (Salesforce CPQ or similar) and a working understanding of quote-to-cash / lead-to-cash data flows.
- Hands-on experience designing and deploying AI-powered workflows, agentic systems, or LLM-backed automations that improve operational efficiency — building with AI tools, not just using them.
- Strong debugging and systems-thinking skills — comfortable tracing a data issue from a Salesforce field back through Apex logic, automation, and upstream integrations.
- Experience with integration/middleware platforms (MuleSoft, Tray.io http://Tray.io, Workato, or similar) and modern API design.
- Solid software engineering fundamentals: version control (Git), CI/CD, testing discipline, and code review practices.
- Excellent cross-functional communication skills — comfortable working directly with GTM Operations, Sales, Deal Desk, and Finance stakeholders to gather requirements and explain technical tradeoffs.
- Comfortable operating in ambiguity, with a proactive, builder-oriented mindset.
- Salesforce certifications (Platform Developer I/II, Application Architect) are a plus but not required.
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 accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Source: Plaid careers (Ashby)