Plaid
FinTech
CustomerMarketingAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Marketing Associate at Plaid. Skills: Customer marketing, Content marketing, Campaign management. Own customer case study process. Develop customer narratives”
Industry & Context.
What They're Looking For.
Must Have
3–5 years B2B marketing, Project management skills, Excellent written communication, Experience cross-functionally, Detail-oriented, Proactive, ownership-driven style, Comfortable using data, Experience managing review platforms, Familiarity with advocacy tools, Experience with CRMs
Nice to Have
B2B SaaS or fintech preferred
What You'll Do.
Own customer case study process
Develop customer narratives
Manage customer approvals
Distribute customer assets
Maintain customer logo library
Maintain reference database
Produce advocacy assets
Stay connected with Sales
Track customer milestones
Track expansion opportunities
Identify customers for advocacy
Support customer advisory board
Support customer reference program
Support customer events
Embed customer proof into campaigns
Embed customer proof into ABM
Embed customer proof into nurture
Own review platform presence
Build outreach process
Monitor ratings and sentiment
Feed insights into program
Monitor program performance
Analyze program performance
Prepare performance updates
Prepare performance insights
Identify impactful stories
Identify impactful formats
How You'll Work.
Team & Collaboration
Work with Sales; Work with Account Management; Work with Demand Gen; Work with Product Marketing; Work with Lifecycle teams; Work with internal teams; Work with customer touchpoints
Communication Scope
Written communication; Translate outcomes; Compelling narratives
Process & Methodology
Juggling work streams, Managing stakeholders, Meeting deadlines
Full Job Description
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
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