Customer Marketing Associate
The Customer Marketing Team at Plaid sits at the heart of how we bring our mission to life. We empower the transformation of how people interact with their finances by building 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, connecting over 12,000 financial institutions across the US, Canada, UK, and Europe.
Responsibilities
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
Sell & Account Management Partnership: Stay closely connected with Sales and Account Management to track new deals, customer milestones, and expansion opportunities worth spotlighting. 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)