
Plaid · San Francisco HQ
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...
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
measurement
Co-Marketing & Campaigns
Partner Enablement
Cross-Functional Collaboration
against joint marketing plans
Qualifications
acquisition and pipeline generation
communications
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.
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. The Customer Marketing Team at Plaid sits at the heart of how we bring our mission to life. Plaid works with over 5,000 of the world's largest fintech companies — and our customers are the most powerful way we communicate our product's value across acquisition, enablement, education, and thought leadership. 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 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.
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.
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. The Head of Product Marketing will own the end-to-end strategy, operating model, performance bar, and talent development for the Product Marketing function at Plaid. This leader will: Set the PMM Strategy & Operating Model * Own and operationalize the PMM structure (Product Areas and Industry)  * Finalize and institutionalize the PMM operating model * Define clear “PMM does / PMM does not” guardrails * Clarify cross-functional engagement norms with Product, GTM, Marketing, Comms * Establish KPI frameworks that tie PMM work to measurable business impact Elevate Quality & Narrative Coherence * Own Plaid’s central product narrative * Raise the messaging and positioning bar across all products * Ensure consistent product naming, positioning discipline, and storytelling rigor Drive Business Impact * Partner with Product on product-market fit strategy * Partner with GTM leadership to increase: * Quota attainment * Time to close * Campaign lift for priority industries  * Ensure launch discipline, release alignment, and post-launch optimization Build and Develop a Championship PMM Team * Directly manage senior PMM leads * Reset expectations where unclear scope exists * Upgrade performance management and leveling rigor  * Coach senior ICs and managers toward executive-grade PMM craft * Recruit and calibrate top-tier PMM talent Serve as Executive Interface * Act as senior thought partner to: CMO, CEO/CPO, COO and Sales Leadership * Represent PMM in executive decision-making forums Requirements * Minimum 10 years of experience in product marketing leadership at high growth B2B SaaS companies. * Experience managing large, multi-layered teams (15+) * Proven success as a Product Marketing leader at a B2B SaaS company of similar scale * Has built and led a team of world-class product marketers * Success in a multi-dimensional phase of marketing maturity: multi-product / solution, multi-segment, multi-buyer * Is a builder - has been successful as a leader in a start-up / small company experience * Low ego, high EQ "Nice to Have" Experience * Domain experience: payments, credit, fintech, bank start-up * Experience working with / selling into financial institutions / banks * Experience marketing in a regulated environment * Experience in founder-led environments * Experience with PMM ‘rebrands’ 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.