Customer Marketing Associate

About Plaid

Plaid builds the infrastructure that helps people connect their financial accounts to the apps and services they use every day. The company supports a large network of developers and financial institutions across the US, Canada, the UK, and Europe, and works with leading fintechs, major banks, and Fortune 500 companies. Founded in 2013, Plaid is headquartered in San Francisco and also has offices in New York, Washington D.C., London, and Amsterdam.

Role Overview

Plaid’s Customer Marketing team plays a central role in showing the value of the company’s products through customer stories, references, education, and advocacy. The team is hiring a Customer Marketing Associate to manage the day-to-day delivery of the customer marketing program and make sure the right stories, assets, and references are available when internal teams need them. This is a hands-on execution role for someone who enjoys high-quality delivery, cross-functional collaboration, and turning customer success into business impact.

What You’ll Do

• Run the full customer case study workflow, from finding suitable customers and shaping the story to securing approvals and distributing the final assets to internal teams.
• Keep the customer logo library and reference database accurate, up to date, permissioned, and easy to use.
• Create advocacy materials such as written stories, video content, and testimonials that can be reused across campaigns, sales presentations, events, and paid initiatives.
• Work closely with Sales and Account Management to identify important deals, customer milestones, and expansion opportunities that should be highlighted.
• Support late-stage sales efforts by providing timely case studies, references, and peer validation.
• Spot customers who may be ready for deeper advocacy involvement using signals such as expansion, NPS, and renewal timing.
• Assist with major customer marketing initiatives including the Customer Advisory Board, Customer Reference Program, and customer events.
• Partner with Demand Gen, Product Marketing, and Lifecycle teams to incorporate customer proof into campaigns, ABM programs, and nurture journeys.
• Manage Plaid’s presence on review platforms such as G2 and Capterra.
• Increase the number and quality of reviews through targeted outreach to the right customers and by building repeatable engagement processes.
• Track ratings and customer sentiment, identify patterns, and share insights with the broader customer marketing function.
• Coordinate timelines, approvals, and dependencies across multiple stakeholders and parallel workstreams.
• Review performance data, prepare clear reporting updates, and use insights to improve program effectiveness.
• Identify which story types and content formats create the strongest impact and use that learning to refine the program.

What We’re Looking For

• 3 to 5 years of experience in B2B marketing, customer marketing, content marketing, or a similar area.
• Strong project management ability, with the capacity to handle several workstreams, stakeholders, and deadlines at once.
• Excellent writing and communication skills, especially when turning customer outcomes into engaging narratives.
• Prior cross-functional experience with Sales, Account Management, or Customer Success teams.
• A detail-focused, proactive, and ownership-driven approach to work.
• Comfort using data to assess performance and guide improvements.
• Background in B2B SaaS or fintech is preferred.
• Experience managing review platforms such as G2 or Capterra is preferred.
• Familiarity with customer reference or advocacy tools is preferred.
• Experience working with Salesforce or similar CRM systems is preferred.
• Experience in fintech, financial services, or developer-facing products is preferred.

Compensation and Benefits

The compensation range for this role is $104,232 to $136,800. In addition to base pay, the position may include equity and/or commission depending on the offer. Plaid also offers a comprehensive benefits package that includes medical, dental, vision, and 401(k). Pay and benefits may change over time based on applicable compensation or benefit plans, and compensation is determined by factors such as scope, responsibilities, experience, skill set, and location.

Equal Opportunity and Accessibility

Plaid is an equal opportunity employer and welcomes applicants from all backgrounds. Hiring decisions are made without discrimination based on race, color, national origin, ethnicity, religion, sex, sexual orientation, gender identity or expression, transgender status, age, military or veteran status, disability, or other protected characteristics. The company also considers qualified applicants with criminal histories where permitted by law.

Plaid is committed to providing reasonable accommodations during the hiring process for candidates with disabilities. If you need help with the application or interview process because of a disability, you can request support through the company’s accommodations contact.

Additional Notes

Plaid encourages candidates to apply even if their background does not match every requirement, as the company values diverse experiences and perspectives that can strengthen the team and support its mission to make the financial ecosystem more equitable.