Customer Marketing Associate

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
• 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)
• Background in fintech, financial services, or developer-facing products