Plaid

Banking & Wealth Product Marketing Lead

Remote

Full Time

#Marketing

#Product Marketing

#Wealth Management

#Economics

#LTV

#CAC

#SQL

#ROI Analysis

#Strategic Thinking

#Data Analysis

#Customer Acquisition

#Product Management

Plaid is looking for a Banking & Wealth Product Marketing Lead

Full Time Senior Remote Marketing Product Marketing Wealth Management Economics LTV CAC SQL ROI Analysis Strategic Thinking Data Analysis Customer Acquisition Product Management English Remote work

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

Plaid

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Company Size

501-1000

Markets

Financial Services

Finance

Banking

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Banking & Wealth Product Marketing Lead at Plaid