Customer Marketing Associate

About Plaid

Plaid builds the infrastructure and experiences that help people connect their financial accounts to the apps and services they choose to use. The company supports thousands of developers and powers products used by millions of people to improve their financial lives. Its network spans 12,000 financial institutions across the US, Canada, the UK, and Europe, and it works with thousands of companies including Venmo, SoFi, major banks, and many Fortune 500 organizations. 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 is hiring a Customer Marketing Associate to handle the day-to-day execution of its customer marketing program. The role ensures the company has the right customer stories, supporting assets, and references available when needed, and that internal teams can depend on a well-organized, high-quality program.

This position sits within Growth Marketing and reports to the Customer & Partner Marketing Lead while working closely with the Customer Marketing Manager and multiple internal teams. It is a hands-on role for someone who enjoys delivering polished work, building strong relationships, and shaping customer outcomes into stories that create business impact.

Customer stories and asset management

• Lead the full case study workflow from finding suitable customers to building the story, securing approvals, and distributing final assets to the teams that need them.
• Keep the customer logo library and reference database accurate, organized, and properly permissioned.
• Create reusable advocacy materials such as written stories, testimonial content, and video assets for use across campaigns, sales presentations, events, and paid initiatives.

Sales and account management support

• Work closely with Sales and Account Management to track new business wins, customer milestones, and expansion opportunities that are worth highlighting.
• Support late-stage sales efforts by providing relevant case studies, references, and peer validation at the right time.
• Identify customers who may be ready for deeper advocacy based on expansion signals, NPS, and renewal timing.

Program support

• Assist with major customer marketing initiatives such as the Customer Advisory Board, the Customer Reference Program, and customer events.
• Partner with Demand Gen, Product Marketing, and Lifecycle teams to weave customer proof into campaigns, account-based marketing, and nurture flows.

Review sites and online presence

• Manage Plaid’s presence on review platforms such as G2 and Capterra.
• Increase review quantity and quality by identifying relevant customers and building a repeatable outreach process.
• Track ratings and sentiment, then share emerging trends and insights with the broader customer marketing team.

Measurement and operations

• Coordinate timelines, approvals, and dependencies across several stakeholders and workstreams.
• Track program performance and prepare clear updates and insights that support reporting and optimization.
• Identify which stories and formats create the strongest results and use those learnings to improve the program.

Qualifications

• 3 to 5 years of experience in B2B marketing, customer marketing, content marketing, or a related function.
• Strong ability to manage projects and keep multiple deadlines, stakeholders, and workstreams moving smoothly.
• Excellent writing skills with the ability to turn customer outcomes into persuasive narratives.
• Experience collaborating with Sales, Account Management, or Customer Success teams.
• A detail-focused, proactive, and ownership-oriented approach to work.
• Comfort using data to assess performance and guide improvements.
• Prior experience in B2B SaaS or fintech is preferred.
• Experience working with review platforms such as G2 or Capterra.
• Familiarity with customer reference or advocacy tools.
• Experience using CRM systems, especially Salesforce.
• Background in fintech, financial services, or developer-facing products.

Additional information

Plaid encourages candidates to apply even if their background does not match every requirement. The company values a diverse team and recognizes that relevant qualifications can come from both professional experience and lived experience.

Plaid is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ethnicity, religion or belief, sex, sexual orientation, gender identity or expression, transgender status, age, military or veteran status, disability, or other legally protected characteristics. The company also considers qualified applicants with criminal histories in accordance with applicable laws.

Plaid offers reasonable accommodations for candidates with disabilities during the hiring process. Candidates who need assistance with applications or interviews can contact accommodations@plaid.com.

Pay is determined by several factors, including the role’s scope and responsibilities, the candidate’s experience and skill set, and location. Compensation and benefits may change in line with applicable plans. Additional compensation may also be available in the form of equity and/or commission, depending on the position offered.

Benefits

Plaid provides a comprehensive benefits package that includes medical, dental, vision, and 401(k) coverage.

Compensation

The stated salary range for this role is $104,232 to $136,800 per year.