PlaidPL

Banking & Wealth Product Marketing Lead

Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use.

Plaid

Employee count: 201-500

Salary: 154k-251k USD

United States only
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The PMM team drives the ideation, research and testing for new products. We then launch them to broad awareness among our target customer personas, watching their usage, affirming and denying our key hypotheses with data. We draft growth and get well plans to drive adoption. The PMM team’s mission is to deliver the right product, to the right audience by crafting the right message, and telling our customer through the right channel.
In this role, you will have your ear to the market, being the single most authoritative voice on industry trends and needs of banks and wealth management businesses in the US. You will translate that insight into product plans and recommendations for our teams to turn into tests and mature into full products. You will guide these products during their nascency, working with customers and partners to make sure they’re solving issues customers care about and correcting our team’s course where necessary. You will craft positioning and narratives that will be taken to market via the go-to-market strategy you author resulting in high quality sales pipeline. You will do all of this as a servant leader and a trusted partner to sales, channel and growth marketing, strategic partnerships and business development.

Responsibilities

  • Be a business owner, reporting out on the state of our business, including our ACV, ARR and adoption
  • Accelerate customer acquisition through personalized campaigns driving cross-sell and upsell plans, identifying and overcoming barriers to sales, all in partnership with our demand gen and sales teams
  • Regularly commission thoughtful research that is synthesized into product recommendations that are included into our roadmap
  • Propose, design and launch tests that drive engagement, conversion, retention and NPS to identify signs of product market fit
  • Collaborate effectively across design, account management, product marketing and content teams to create a cohesive customer experience

Qualifications

  • 8+ years in product marketing, or marketing roles
  • 3-5+ years in banking or wealth or applicable
  • Deep understanding of B2B economics such as LTV, CAC, payback period, MQL to SQL
  • Highly analytical – comfortable working with data, evaluating ROI, reviewing dashboards, clearly scoping data asks to technical counterparts, etc.
  • Thoughtful strategic thinker with a bias for action and a creative mind; comfortable operating in a fast-moving environment with a high degree of ambiguity
  • Nice to have: Product management, MBA, consulting experience
  • Nice to have: Experience driving to and through partner revenue

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About the job

Apply before

Jul 14, 2024

Posted on

May 15, 2024

Job type

Full Time

Experience level

Manager

Salary

Salary: 154k-251k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Plaid

Learn more about Plaid and their company culture.

View company profile

Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe. The company was founded in 2013 by Zach Perret and William Hockey and is headquartered in San Francisco, CA.

At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.

We unlock financial freedom for everyone

OUR VISION

Plaid is focused on democratizing financial services through technology. We build beautiful consumer experiences, developer-friendly infrastructure, and intelligent tools that give everyone the ability to create amazing products that solve big problems.

OUR BUSINESS

We started out by building the technical infrastructure APIs that connect consumers, traditional financial institutions, and developers. Today, we add key insights to the data access we provide with our suite of analytics products.

OUR CULTURE

We value cross-team collaboration and diversity of thought. There's always an opportunity to learn from each other outside of day-to-day work, whether it's company-wide offsites, internal hackathons, or co-worker meetups.

OUR PEOPLE

We have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.

Employee benefits

Learn about the employee benefits and perks provided at Plaid.

View benefits

Employee assistance program (EAP)

24/7 counseling services

Wellness benefits

$100 monthly fitness stipend.

Disability insurance

We'll cover your disability insurance.

We've got you covered

Medical, dental, and vision insurance.

View Plaid's employee benefits
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Plaid

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