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 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 Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.