# Customer Marketing Associate

**Company:** [Plaid](https://hotfix.jobs/companies/plaid)
**Location:** San Francisco, CA, Raleigh, NC, New York, NY
**Role:** Content Marketing
**Salary:** $104k – $137k/yr
**Experience:** 3+ years
**Skills:** B2B Marketing, Customer Marketing, Content Marketing, Project Management, Written Communication, Cross-Functional Collaboration, Salesforce, G2, Capterra, Data Analysis
**Posted:** 2026-06-04

> Own day-to-day delivery of customer marketing programs, managing case studies, reference assets, review platforms, and cross-functional support for Sales, Account Management, and Demand Gen teams.

## Job Description

## 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

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