Customer Marketing Associate

About Plaid

Plaid builds the infrastructure and user experiences that help people connect their financial accounts to the apps and services they use every day. The company supports thousands of developers and millions of end users, and its network spans 12,000 financial institutions across the US, Canada, the UK, and Europe. Founded in 2013, Plaid is headquartered in San Francisco and also operates from New York, Washington D.C., London, and Amsterdam.

The Customer Marketing team plays a central role in making Plaid’s mission tangible. By working with customers, the team helps communicate product value through acquisition, enablement, education, and thought leadership.

Role Overview

Plaid is hiring a Customer Marketing Associate to manage the daily execution of its customer marketing efforts. This person will help ensure the business always has the right customer stories, supporting assets, and references available at the right time. The role supports teams such as Sales, Account Management, Demand Generation, and Product Marketing with a dependable, well-organized program.

This position sits within the Growth Marketing organization and reports to the Customer & Partner Marketing Lead while partnering closely with the Customer Marketing Manager. It is a practical, execution-focused role for someone who enjoys high-quality delivery, relationship building, and turning customer success into compelling business stories.

What You Will Do

• Lead the customer case study process from start to finish, including sourcing customer candidates, shaping story angles, handling approvals, and distributing final assets to internal teams.
• Keep the customer logo library and reference database accurate, organized, and properly permissioned.
• Create advocacy materials such as written stories, videos, and testimonials that can be reused across campaigns, sales materials, events, and paid initiatives.
• Work closely with Sales and Account Management to track new opportunities, customer milestones, and expansion moments that are worth highlighting.
• Support later-stage sales efforts by providing the most relevant references, case studies, and peer validation at the right time.
• Identify customers who may be ready for stronger 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-facing events.
• Collaborate with Demand Gen, Product Marketing, and Lifecycle teams to weave customer proof into campaigns, ABM motions, and nurture journeys.
• Manage Plaid’s presence on review platforms such as G2 and Capterra.
• Increase the number and quality of reviews by targeting the right customers and maintaining an ongoing outreach process.
• Track ratings and sentiment, identify trends, and share insights that help shape the wider customer marketing strategy.
• Coordinate timelines, approvals, and dependencies across several stakeholders and parallel workstreams.
• Measure program performance, prepare clear status updates, and surface insights that support optimization and reporting.
• Determine which stories and content formats deliver the strongest impact and feed those learnings back into the program.

What We’re Looking For

• Three to five years of experience in B2B marketing, customer marketing, content marketing, or a similar discipline.
• Strong project management ability with the capacity to handle multiple priorities, stakeholders, and deadlines at once.
• Excellent writing skills and the ability to turn customer outcomes into persuasive narratives.
• Experience working across teams such as Sales, Account Management, or Customer Success.
• A detail-oriented and proactive mindset, with a strong sense of ownership.
• Comfort using data to evaluate results and guide improvements.
• Experience in B2B SaaS or fintech is preferred.
• Previous work with customer review platforms like G2 or Capterra is preferred.
• Familiarity with customer reference or advocacy tools is preferred.
• Experience using Salesforce or similar CRM systems is preferred.
• Exposure to fintech, financial services, or developer-focused products is preferred.

Additional Information

Plaid’s mission is to help unlock financial freedom for everyone. The company values a diverse team and encourages candidates to apply even if their background does not perfectly match every listed qualification.

Plaid is an equal opportunity employer and does not discriminate on the basis of 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. Qualified candidates with criminal histories are considered in line with applicable laws.

Reasonable accommodations are available for candidates with disabilities during the hiring process. Applicants needing support can contact accommodations@plaid.com.

Additional compensation may include equity and/or commission, depending on the role offered. Plaid offers a comprehensive benefits package that includes medical, dental, vision, and a 401(k) plan. Compensation is determined by factors such as scope of responsibility, experience, skill set, and location, and may change in line with applicable compensation or benefits plans.

Compensation range: $104,232 to $136,800.

Please review the company’s Candidate Privacy Notice.