Customer Marketing Associate

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 Plaid's 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

• 3–5 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 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.

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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.