Customer Marketing Lead, Plaid
$156-266.4k
2 days a week in office
Infrastructure and APIs for FinTech
Be an early applicant
Infrastructure and APIs for FinTech
1001+ employees
Be an early applicant
$156-266.4k
2 days a week in office
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- Have 8+ years of B2B marketing experience, ideally in SaaS, APIs, or fintech
- Excel in storytelling and content creation, from short-form video to long-form written pieces
- Are customer-obsessed and comfortable engaging directly with executives and practitioners to develop strong, trusted relationships
- Have strong program management skills and a history of driving cross-functional collaboration
- Are data-driven and eager to understand and report on the business impact of your work
- Thrive in fast-paced, high-growth environments with a bias for action and iteration
- Experience building customer reference programs, community initiatives, or customer advisory boards (CABs)
- Familiarity with tools like Salesforce, HubSpot, Asana, and CMS platforms
- A background in financial technology or a passion for explaining complex concepts in digestible, engaging ways
What the job involves
- We are seeking a passionate and strategic Customer Marketing Lead to define and scale Plaid’s customer marketing program
- In this role, you will develop and implement programs that build long-term customer relationships, elevate success stories, and inspire advocacy across our ecosystem
- You will collaborate cross-functionally with Sales, Product Marketing, Communications, Growth, and Brand to craft content and experiences that spotlight our customers and fuel business impact
- This is a high-impact role for a marketer who loves storytelling, thrives on building from the ground up, and is eager to partner with some of the most innovative companies of today
- Lead and scale Plaid’s customer marketing strategy, aligning programs to company goals and marketing initiatives
- Lead customer storytelling efforts, transforming success into compelling case studies, videos, blog posts, and other assets
- Partner cross-functionally with Sales, Comms, Product Marketing, and Growth to identify and engage high-impact customer advocates
- Develop multi-channel programs that amplify customer stories across campaigns, events, PR, and social
- Create scalable systems to manage referenceable customers, speaker bureaus, and co-marketing opportunities
- Design and launch community and loyalty initiatives that deepen engagement and brand affinity
- Track performance, report on impact, and iterate based on key success metrics and customer feedback
Our take
Plaid builds infrastructure that allows a consumer to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.
Plaid has integrated with 12,000 financial institutions in the US, Canada, the UK and Europe. About a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs). The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts.
This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow. Despite its strong position, it has not been immune to the difficult global economic situtation and was forced to restructure at the end of 2022, laying off some of its workforce. However it is still experiencing growth and is well-positioned to weather the current economic uncertainty.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2025
$575m
LATE VC
Apr 2021
$425m
SERIES D
Total funding: $1.3bn
Company benefits
- Monthly wellness stipend (gym on us)
- We offer breakfast, lunch, and dinner to keep you well-fed and healthy (when working from the office)
- From medical, life, dental and pension schemes, we’re here to support your physical, mental, and financial wellbeing
- We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids
- Every Plaid is in control of their career development with our learning stipends, tools, and trainings
- We give Plaids the freedom and flexibility to choose where they work - whether that is in a Plaid office, at home in any supported location, or a mix of both!
- Two weeks of synchronous, company-wide vacation
- We want to make sure you have time to meet your personal needs with unlimited PTO
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(CEO)He was a Consultant at Bain and previously a Research Fellow and Trustee at Duke before co-founding Plaid
William Hockey
(Board Director)He was previously an associate at Bain and has since moved on from Plaid to become Co-CEO at Column
Salary benchmarks
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