ResponsibilitiesCustomer Stories & Asset ManagementOwn 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 themMaintain the customer logo library and reference database, keeping everything current, permissioned, and organizedProduce advocacy assets — written stories, video, testimonials — in formats that can be reused across campaigns, sales decks, events, and paid programsSales & Account Management PartnershipStay closely connected with Sales and Account Management to track new deals, customer milestones, and expansion opportunities worth spotlightingSupport late‑stage sales motions by surfacing the right case studies, references, and peer validation at the right momentHelp identify customers who are ready for deeper advocacy based on expansion signals, NPS, and renewal timelinesProgram SupportSupport the Customer Marketing team on key programs including the Customer Advisory Board, Customer Reference Program, and customer eventsPartner with Demand Gen, Product Marketing, and Lifecycle teams to embed customer proof into campaigns, ABM plays, and nurture programsReview Sites & Online PresenceOwn Plaid's presence on customer review platforms including G2 and CapterraDrive review volume and quality by identifying the right customers to engage, building a process for ongoing outreachMonitor ratings and sentiment, flagging trends and feeding insights back into the broader customer marketing programMeasurement & OperationsManage timelines, approvals, and dependencies across multiple stakeholders and workstreamsMonitor and analyze program performance, preparing clear updates and insights to support optimization and reportingIdentify which stories and formats drive the most impact and feed those insights back into the programQualifications3–5 years of experience in B2B marketing, customer marketing, content marketing, or a related fieldStrong project management skills — able to juggle multiple work streams, stakeholders, and deadlines without dropping the ballExcellent written communication skills, with the ability to translate customer outcomes into compelling narrativesExperience working cross‑functionally with Sales, Account Management, or Customer SuccessDetail‑oriented with a proactive, ownership‑driven working styleComfortable using data to evaluate program performance and inform optimizationExperience in B2B SaaS or fintech preferredExperience managing customer review platforms such as G2 or CapterraFamiliarity with customer reference or advocacy toolsExperience with using CRMs (Salesforce)Background in fintech, financial services, or developer‑facing productsOur mission at Plaid is to unlock financial freedom for everyone. 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.