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
Requirements
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 qualifi
Benefits
Health insurance
Additional Information
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, 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 5,000 of the world's largest fintech companies - and our customers are the most powerful way we communicate our product's value across acquisition, enablement, education, and thought leadership.
We're 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, you'll 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.
Plaid · San Francisco