Customer Marketing Associate

We believe that the way people interact with their finances will drastically improve in the next few years. Were 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. Plaids network covers 12000 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 Customer Marketing Team at Plaid sits at the heart of how we bring our mission to life. Plaid works with over 5000 of the worlds largest fintech companies and our customers are the most powerful way we communicate our products value across acquisition enablement education and thought leadership.

Were looking for a Customer Marketing Associate to own the day-to-day delivery of our customer marketing program. This role is responsible for ensuring we always have the right customer stories assets and references at the right time and that the teams who need them (Sales Account Management Demand Gen Product Marketing) can rely on a well-run high-quality program to support their work.

Sitting within the Growth Marketing organization youll report to the Customer & Partner Marketing Lead plus work closely with the Customer Marketing Manager across a wide range of internal teams and customer touchpoints. This is a hands-on execution role for someone who takes pride in delivering high-quality work builds strong relationships with customers and colleagues alike and gets genuinely excited about turning customer outcomes into stories that drive business impact.

Responsibilities

Customer Stories & Asset Management

• Own the customer case study process end-to-end: identifying candidates developing narratives managing approvals and getting assets into the hands of the teams that need them

• Maintain the customer logo library and reference database keeping everything current permissioned and organized

• Produce advocacy assets written stories video testimonials in formats that can be reused across campaigns sales decks events and paid programs

Sales & Account Management Partnership

• Stay closely connected with Sales and Account Management to track new deals customer milestones and expansion opportunities worth spotlighting

• Support late-stage sales motions by surfacing the right case studies references and peer validation at the right moment

• Help identify customers who are ready for deeper advocacy based on expansion signals NPS and renewal timelines

Program Support

• Support the Customer Marketing team on key programs including the Customer Advisory Board Customer Reference Program and customer events

• Partner with Demand Gen Product Marketing and Lifecycle teams to embed customer proof into campaigns ABM plays and nurture programs

Review Sites & Online Presence

• Own Plaids presence on customer review platforms including G2 and Capterra

• Drive review volume and quality by identifying the right customers to engage building a process for ongoing outreach

• Monitor ratings and sentiment flagging trends and feeding insights back into the broader customer marketing program

Measurement & Operations

• Manage timelines approvals and dependencies across multiple stakeholders and workstreams

• Monitor and analyze program performance preparing clear updates and insights to support optimization and reporting

• Identify which stories and formats drive the most impact and feed those insights back into the program

Qualifications

• 35 years of experience in B2B marketing customer marketing content marketing or a related field

• Strong project management skills able to juggle multiple work streams stakeholders and deadlines without dropping the ball

• Excellent written communication skills with the ability to translate customer outcomes into compelling narratives

• Experience working cross-functionally with Sales Account Management or Customer Success

• Detail-oriented with a proactive ownership-driven working style

• Comfortable using data to evaluate program performance and inform optimization

• Experience in B2B SaaS or fintech preferred

• Experience managing customer review platforms such as G2 or Capterra

• Familiarity with customer reference or advocacy tools

• Experience with using CRMs (Salesforce)

• Background in fintech financial services or developer-facing products

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 doesnt 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

Please review our Candidate Privacy Notice here.

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 candidates 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.

Required Experience:

IC