AI Marketing Technologist Lead

About the Role

The Marketing Operations team at Plaid is focused on building the essential foundation that enables the Marketing function to operate efficiently, scale sustainably, and align with the company's strategic goals. As a key member of this team, the AI Marketing Technologist Lead will work closely with cross-functional stakeholders to implement and scale AI-enabled workflows and drive adoption. The team's emphasis on people, technology, and process will provide a supportive environment for the successful candidate to excel.

As a leader in the fintech space, Plaid is committed to empowering a transformation in how people interact with their finances. The company's network covers 12,000 financial institutions across the US, Canada, UK, and Europe, and the successful candidate will have the opportunity to work with a wide range of stakeholders, from developers to financial institutions.

What You Will Do

• Own the strategy and execution for integrating AI into marketing workflows, identifying high-impact opportunities to improve efficiency, scalability, and performance.
• Design, build, and deploy AI-powered agents and automations that support marketing workflows.
• Evaluate emerging AI tools and technologies, staying current on industry trends and translating new capabilities into practical marketing applications.
• Partner cross-functionally across Marketing, BI, GTM Ops, and Web Engineering teams to implement and scale AI-enabled workflows and drive adoption.
• Lead change management efforts by training teams, evolving workflows, and helping employees transition from manual execution to managing AI-assisted systems.
• Partner with stakeholders on optimizing the marketing technology ecosystem, including AI tooling, APIs, data flows, Salesforce integrations, BI tooling, and marketing automation infrastructure.
• Operate with a strong builder mentality, driving 0-to-1 development of scalable, secure, and automated marketing systems that improve operational velocity and reduce manual work.
• Collaborate with the marketing team to develop and execute campaigns that leverage AI-powered workflows and automations.
• Work closely with the BI team to analyze data and provide insights that inform marketing strategies and optimize performance.

What We Are Looking For

• Bachelor's degree in Marketing, Business, Information Systems, Computer Science, or a related field (or equivalent practical experience).
• Hands-on experience designing and deploying AI-powered workflows, agentic systems, or marketing AI agents that improve operational efficiency and scalability.
• Demonstrated success driving transformational change within an organization, including influencing teams to adopt new technologies, workflows, or operating models.
• Strong experience working with LLMs, prompt engineering, AI automation platforms, and emerging AI technologies.
• Deep understanding of marketing operations and experience with marketing automation platforms, including campaign creation, workflow management, testing, and optimization.
• Proficiency with SQL, Tableau, and other BI/data visualization tools, with the ability to analyze large datasets and translate insights into actionable recommendations.
• Strong analytical and systems-thinking mindset, with the ability to identify inefficiencies, solve complex operational problems, and design scalable solutions.
• Excellent cross-functional communication and stakeholder management skills, with the ability to influence and collaborate across Marketing, Operations, BI, and Engineering teams.

Nice to Have

• Experience with Salesforce and Excel, with the ability to leverage these tools to optimize marketing workflows and performance.
• Knowledge of GTM strategies and tactics, with the ability to apply this knowledge to drive business growth and revenue.
• Familiarity with agile development methodologies and version control systems, with the ability to adapt to a fast-paced and dynamic work environment.
• Certification in AI, machine learning, or a related field, with the ability to apply this knowledge to drive innovation and growth.

Benefits and Perks

• Competitive salary and equity package, with the opportunity to join a rapidly growing and innovative company.
• Comprehensive health, dental, and vision insurance, with the ability to choose from a range of plans that meet your needs.
• Generous PTO policy, with the ability to take time off to relax, recharge, and pursue your passions.
• Remote work stipend, with the ability to work from anywhere and create a work environment that suits your needs.
• Professional development opportunities, with the ability to attend conferences, workshops, and training sessions to drive growth and innovation.
• Access to a wide range of tools and technologies, with the ability to leverage these resources to drive success and achievement.
• Collaborative and dynamic work environment, with the ability to work with a talented and motivated team to drive business growth and revenue.

• Be prepared to provide specific examples of how you've used AI to drive marketing efficiency and scalability in your previous roles.
• Show a deep understanding of marketing operations and the ability to analyze complex data sets to inform marketing strategies.
• Highlight your experience working with cross-functional teams, including Marketing, BI, GTM Ops, and Web Engineering.
• Be ready to discuss your experience with LLMs, prompt engineering, AI automation platforms, and emerging AI technologies.
• Emphasize your ability to drive transformational change within an organization and influence teams to adopt new technologies, workflows, or operating models.
• Showcase your proficiency with SQL, Tableau, and other BI/data visualization tools, and your ability to translate insights into actionable recommendations.
• Demonstrate your knowledge of GTM strategies and tactics, and your ability to apply this knowledge to drive business growth and revenue.