Customer Marketing Associate
WFA Digital Insight
As demand for personalized financial services grows, companies like Plaid are at the forefront of innovation. With over 12,000 financial institutions in their network, Plaid is empowering a transformation in how people interact with their finances. The demand for skilled customer marketing professionals has grown significantly, with a 25% increase in job postings in the last year alone. To stand out in this role, candidates will need to possess a unique blend of marketing expertise, technical skills, and exceptional relationship-building abilities. Plaid's commitment to fostering a healthier financial life for millions of people makes this an exciting opportunity for those passionate about making a real impact. Before applying, candidates should be aware of the importance of storytelling in customer marketing and the need to balance creativity with data-driven insights.
Job Description
About the Role
The Customer Marketing Associate role at Plaid is a hands-on execution position that sits at the heart of the company's mission to empower a transformation in how people interact with their finances. As a key member of the Growth Marketing organization, this role will own the day-to-day delivery of the customer marketing program, ensuring that the right customer stories, assets, and references are available to support the work of Sales, Account Management, Demand Gen, and Product Marketing teams. The ideal candidate will be a motivated and detail-oriented individual who takes pride in delivering high-quality work and building strong relationships with customers and colleagues alike.The Customer Marketing team at Plaid plays a critical role in bringing the company's mission to life by leveraging the power of customer stories to drive business impact. By working closely with internal stakeholders and customer touchpoints, this role will help to identify and develop compelling customer narratives that can be used across various marketing channels. With a focus on creativity, data-driven insights, and exceptional relationship-building skills, this role offers a unique opportunity for a customer marketing professional to make a real impact at a company that is shaping the future of financial services.
What You Will Do
- Own the customer case study process end-to-end, including 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, such as written stories, video, and testimonials, in formats that can be reused across campaigns, sales decks, events, and paid programs
- 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
- 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
- Own Plaid's presence on customer review platforms, including G2 and Capterra, and drive review volume and quality
- Monitor ratings and sentiment, flagging trends and feeding insights back into the broader customer marketing program
- 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
What We Are Looking For
- 3-5 years of experience in B2B marketing, customer marketing, content marketing, or a related field
- Strong understanding of customer marketing principles and practices
- Excellent storytelling and narrative development skills
- Ability to work closely with internal stakeholders, including Sales, Account Management, and Product Marketing teams
- Strong project management skills, with the ability to manage multiple projects and priorities simultaneously
- Experience with Salesforce and Excel, with the ability to learn and adapt to new tools and technologies
- Strong analytical and problem-solving skills, with the ability to think creatively and outside the box
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues alike
- Ability to work in a fast-paced environment, with a focus on delivering high-quality results and meeting deadlines
Nice to Have
- Experience with customer review platforms, such as G2 and Capterra
- Knowledge of demand generation and account-based marketing principles and practices
- Experience with video production and storytelling
- Certification in marketing or a related field
- Experience working in the financial services or fintech industry
Benefits and Perks
- Competitive salary and benefits package
- Equity in a fast-growing and innovative company
- Flexible working hours and remote work options
- Comprehensive health and wellness program, including medical, dental, and vision coverage
- Generous PTO policy, including vacation, sick leave, and holidays
- Professional development opportunities, including training and education programs
- Access to a wide range of tools and technologies, including Salesforce and Excel
- Collaborative and dynamic work environment, with a focus on teamwork and innovation
How to Stand Out
- Develop a strong portfolio of customer marketing examples, including case studies, testimonials, and advocacy assets
- Familiarize yourself with Salesforce and Excel, and be prepared to discuss your experience with these tools
- Emphasize your ability to build strong relationships with customers and colleagues, and highlight your excellent communication and interpersonal skills
- Be prepared to discuss your understanding of customer marketing principles and practices, and provide examples of how you have applied these in previous roles
- Show a willingness to learn and adapt to new tools and technologies, and highlight your ability to think creatively and outside the box
- Research Plaid's company culture and values, and be prepared to discuss how you align with these and can contribute to the company's mission
- Practice your storytelling skills, and be prepared to provide examples of how you have developed and delivered compelling customer narratives in previous roles
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