Plaid
Customer Marketing Associate
San Francisco HQ
Sponsorship not specifiedDetected 49 days ago
Project ManagementContent MarketingSalesforceGrowth MarketingAccount ManagementCustomer SuccessCommunication
About the role
- 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
Responsibilities
- 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
- Support late-stage sales motions by surfacing the right case studies, references, and peer validation at the right moment
- 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
- Own Plaid's presence on customer review platforms including G2 and Capterra
- 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
- Drive review volume and quality by identifying the right customers to engage, building a process for ongoing outreach
Requirements
- 3-5 years of experience in B2B marketing, customer marketing, content marketing, or a related field
- 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
- Experience managing customer review platforms such as G2 or Capterra
- Familiarity with customer reference or advocacy tools
- Experience with using CRMs (Salesforce)
- Strong project management skills - able to juggle multiple work streams, stakeholders, and deadlines without dropping the ball
- Detail-oriented with a proactive, ownership-driven working style
- Comfortable using data to evaluate program performance and inform optimization
- Background in fintech, financial services, or developer-facing products
Nice to have
- We believe that the way people interact with their finances will drastically improve in the next few years.
- 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.
- Experience in B2B SaaS or fintech preferred
Skills
- Plaid powers the tools millions of people rely on to live a healthier financial life.
Compensation
- Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
Company info
- Help identify customers who are ready for deeper advocacy based on expansion signals, NPS, and renewal timelines
This listing is sourced directly from Plaid's careers page and normalized into a canonical job model.