Customer Marketing Associate

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s go-to-market Partnerships team drives growth by building and scaling relationships with strategic partners. Through integrations, these partners help extend Plaid’s Credit, Lending, and Banking solutions to more businesses and consumers. Partner Marketing plays a critical role in this ecosystem, enabling partners to attract, engage, and onboard customers at scale—making it one of the most effective levers for accelerating growth across Plaid’s partner network. We're looking for a Partner Marketing Manager to own the design and execution of joint marketing programs with Plaid's partners. This role is responsible for translating business objectives into clear GTM plans — covering propositions, launches, campaigns, enablement, and performance measurement — and acting as the primary marketing contact for partners across key product areas. Sitting within the Growth Marketing organization, you'll report to the Customer & Partner Marketing Lead and work alongside the Partner Marketing Manager. This is a high-impact, highly collaborative role for someone who enjoys building strong partner relationships, influencing across teams, and turning complex product positioning into compelling marketing that drives real pipeline. Responsibilities GTM Strategy & Planning * Partner closely with Partnership Leaders to understand key priorities and identify where we have marketing leverage * Translate business objectives into clear GTM plans covering propositions, launches, campaigns, enablement, and performance measurement * Identify and develop partner-led propositions that meet partner needs while aligning to Plaid's company goals Co-Marketing & Campaigns * Create and execute co-marketing campaigns with partners to drive awareness, demand, and adoption * Develop scalable content campaigns to engage a broad range of existing partners * Analyze performance data to optimize campaigns and improve ROI across the partner channel Partner Enablement * Act as the primary GTM contact for partners on propositions, launches, campaigns, and enablement * Create partner-ready enablement materials including decks, guides, FAQs, and onboarding content * Ensure partners are launch-ready and confident to sell effectively Cross-Functional Collaboration * Deeply understand Plaid's product areas across Credit, Lending, and Banking and translate them into partner-relevant messaging * Influence and organise stakeholders across partnerships, account management, product marketing, and communications to deliver against joint marketing plans * Manage timelines, approvals, and dependencies across multiple internal and external stakeholders * Monitor and analyze program performance, preparing clear updates and insights to support optimization and reporting Qualifications * 6–8+ years of relevant B2B marketing experience, including roles focused on partner or channel marketing * Experience working closely with technology and/or consulting partners to build joint marketing plans that drive customer acquisition and pipeline generation * Proven ability to influence partner marketing leadership teams and align on joint objectives and priorities * Experience shaping joint messaging with partners and translating product positioning into partner-ready content * Demonstrated ability to measure and improve ROI of marketing investments through an indirect/partner business model * Deep understanding of the partner channel funnel, sales cycle, and product lifecycle * Strong cross-functional skills with the ability to align stakeholders across partnerships, product marketing, product, and communications * Comfortable engaging with enterprise-level stakeholders and presenting to senior audiences * Experience at a high-growth technology company * Experience in payments, financial technology, Credit, Lending, or Banking * Background in partner enablement, revenue enablement, or sales enablement * Experience with marketing automation platforms (Marketo, HubSpot) or CRM (Salesforce) * Experience working with learning management systems (LetterAI) and employee enablement intranet platforms. * Strong ability to leverage AI (ChatGPT, Claude, Glean) tools and technologies to improve efficiency, automate workflows, and scale impact. Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. 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.

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s GTM Partnerships team unlocks “one to many” customer relationships with technology platforms to allow more end customers and consumers to benefit from Plaid’s solutions. Partner Account Managers are aligned with specific revenue segments, in this case supporting our Enterprise partners. In this role, you'll be the primary point of contact for Enterprise partners with a specific focus on managing our payment partners looking to leverage Plaid in a number of ways from Pay-by-Bank to account funding to KYC. You own the full partner lifecycle: from technical integration and "first customer live" milestones to scaling volumes and driving product expansion. You are a "corporate athlete" who thrives in ambiguity: you are just as comfortable diving into technical API specifications with an engineer as you are negotiating commercial terms with a C-suite executive. You will act as the internal quarterback, driving cross-functional work streams across Product, Legal, Engineering, and Marketing to align internal resources with partner needs. Successful candidates bring a blend of commercial prowess, high-level business acumen, and a proven track record of influencing stakeholders without direct authority. Responsibilities * Partner management: Own all aspects of the partner relationship, including business strategy, product adoption, and long-term growth. Lead the internal/external relationship and act as the partner's primary advocate within Plaid. * Commercial growth and upselling: Drive significant ARR growth by elevating partnerships through key milestones—from integration to scale—and identifying opportunities to sell into additional use cases. * Cross-functional orchestration: Lead complex projects by aligning internal teams (Product, Compliance, Legal, Engineering) behind partner initiatives. You will influence the product roadmap by distilling partner feedback into actionable scaling needs. * Strategic Planning: Build and execute long-term strategic plans (9-12 months out) for a portfolio of accounts, balancing day-to-day operational execution with proactive strategic growth. Qualifications * 4+ years account management experience in a dynamic high-growth environment, and 7+ years of overall work experience. * Proven ability to develop and grow large partner relationships (>$5m++ ARR) * Strong communicator and internal relationship builder, who can collaborate cross-functionally (e.g., with our Product and technical teams) on complex topics * A strong business generalist with strategic mindset to build a holistic partner program in addition to individual partner relationships * Enterprise, regulated industry, and previous B2B technology experience are a strong plus Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. 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.

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.   Sales Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise and drive Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process. You’ll work closely with our Enterprise Sales team as the technical lead during the pre-sales process. You will be responsible for partnering with Account Executives, proactively pushing deals forward by overcoming technical objections and building solutions around Plaid products. You will ensure a successful transition to the post-sale stage of the customer lifecycle and partner with account teams to drive adoption of new products by existing customers. You will be expected to have significant knowledge of the Fintech ecosystem and a deep understanding of how clients can best utilize Plaid.   Responsibilities * Serve as the lead technical advisor for Enterprise accounts from discovery through solution design, evaluation, and post-sale handoff. * Partner with Account Executives to align Plaid capabilities to customer priorities across payments, wallets, gaming, travel, and lending. * Build alignment with technical, product, risk, and operations stakeholders on complex enterprise initiatives. * Lead demos, technical discovery, solution design, and RFPs across flows like wallet funding, merchant onboarding, fraud, and underwriting. * Play a hands-on role in pilots and POCs, defining success criteria, diagnosing gaps, and guiding tradeoffs * Refine sales assets, messaging, and technical playbooks to strengthen Plaid’s vertical go-to-market motion. * Help shape vertical strategy and GTM motions with cross-functional partners across Sales, Product, Partnerships, and Product Marketing. * Partner with engineering and product teams to turn customer feedback into actionable product insight. * Collaborate with the broader SE team to share best practices and raise team expertise. Requirements * 7+ years of customer-facing experience selling into or consulting for large enterprises. * Familiarity with Identity Verification, fraud, Income Verification, or cash flow underwriting, with a strong preference for fintech or payments experience. * Strong customer empathy and a consultative mindset, with the ability to connect technical choices to business outcomes. * A background that combines business judgment and technical acumen, including comfort with legal, compliance, and commercialization considerations. * Strong communication skills and a proactive approach to client management and cross-functional collaboration. * Ability to translate technical capabilities into business value * Fluency in insights products and statistical or ML models, with the ability to turn outputs into clear customer recommendations. * Ability to quickly understand new technologies and apply them to areas like AI-driven insights * Knowledge of mobile and web application architecture, especially for API integrations, bank-linking, identity, and payments flows. * Willing and able to travel up to 25% of the time. Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. 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.