Customer Marketing Associate

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.

Responsibilities

Customer Stories & Asset Management

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

Qualifications

3–5 years of experience in B2B marketing, customer marketing, content marketing, or a related field

S…