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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At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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 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 necessaryYou will craft positioning and narratives that will be taken to market via the go-to-market strategy you author resulting in high quality sales pipelineYou 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
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 [email protected].
Please review our Candidate Privacy Notice here.

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About the job

Apply before

May 14, 2024

Posted on

Mar 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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