Lifecycle Marketing Specialist

2 days ago

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Plaid

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Plaid is a financial technology company that provides a suite of products designed to improve the efficiency and security of digital finance operations. Plaid's offerings include solutions for payments, fraud prevention, personal finance insights, and credit underwriting. They enable users to instantly link financial accounts, facilitate real-time financial data access, and support digital banking through intuitive APIs. Plaid serves a wide variety of use cases, including lending, wealth management, and business finances. With a strong network, Plaid connects to over 12,000 financial institutions, enabling secure financial data sharing and enhancing customers' ability to manage financial connections efficiently.

501 - 1000 employees

Founded 2013

💳 Fintech

💸 Finance

🔌 API

📋 Description

• 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 Lifecycle Marketing Team leads Plaid’s email channel strategy, acting as a central partner to stakeholders across the business. • Our goal is to engage and inform Plaid’s customers and prospects at every stage of their lifecycle with impactful communications that drive growth and retention. • In 2025, a key priority for the team is supporting the Growth Marketing team in generating $193M in pipeline from Paid and Organic channels. • To achieve this, the Lifecycle team will focus on three core areas: • Scaling automated nurture programs tailored to Plaid’s segments, verticals, and solutions. • Driving impact through integrated campaigns, serving as the email channel expert and strategist to maximize pipeline influence and ROI. • Enhancing database and audience segmentation in collaboration with MOPS and BI teams, enabling smarter customer journeys by delivering the right message to the right contact at the right time.

🎯 Requirements

• 5+ years of experience in lifecycle, email, or CRM marketing, preferably within B2B or SaaS organizations. • Proven track record of designing and executing nurture programs that drive measurable improvements in MQL-to-opportunity conversion rates and pipeline attribution. • Hands-on experience with marketing automation platforms like Marketo and email creation tools like Knak (or similar). • Demonstrated success in developing and executing impactful lifecycle marketing strategies focused on pipeline generation. • Exceptional project management skills with the ability to efficiently plan, coordinate, and execute a high volume of email programs from concept to launch. • Expertise in segmentation and personalization with a deep understanding of customer behavior and email marketing best practices. • Data-driven mindset with familiarity using BI tools like Tableau (or similar) to report, analyze and optimize campaign performance. • Effective communicator with experience collaborating across marketing functions and GTM teams serving as a trusted email channel expert. • Thrives in dynamic environments with the ability to adapt to change, embrace ambiguity, and deliver results in a fast-paced setting. • Proactive and growth-oriented with a self-starter attitude and a builder’s mindset to develop and scale impactful marketing programs.

🏖️ Benefits

• Comprehensive benefit plan including medical, dental, vision, and 401(k). • Additional compensation in equity and/or commission may apply depending on the position offered. • Pay based on scope, responsibilities, experience, skills, and location. • Pay and benefits subject to change at any time, consistent with applicable plans.