The Role
As a Sales Engineer, you will provide technical expertise during the pre-sales process, partner with Account Executives, and help clients utilize Plaid's products effectively.
Summary Generated by Built In
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.
Sales Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise and drive Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process.
You’ll work closely with our Enterprise Sales team as the technical lead during the pre-sales process. You will be responsible for partnering with Account Executives, proactively pushing deals forward by overcoming technical objections and building solutions around Plaid products. You will ensure a successful transition to the post-sale stage of the customer lifecycle and partner with account teams to drive adoption of new products by existing customers. You will be expected to have significant knowledge of the Fintech ecosystem and a deep understanding of how clients can best utilize Plaid.
Responsibilities
- Serve as the technical lead for Enterprise accounts throughout the sales process
- Partner with Account Executives to demonstrate to prospects how Plaid can best address their use cases and technical requirements. Specifically, to design solutions and share best practices throughout the sales process
- Engage deeply with technical stakeholders in the pre-sales process to drive alignment and buy-in
- Provide demonstrations, address technical questions, architect implementation solution(s) and handle RFP responses in a thorough and expedient manner
- Take a hands-on role in POCs, where inquisitive and critical thinking is needed to identify, diagnose, and rectify any performance shortfalls
- Constantly re-evaluate selling assets and process to enable more efficient/effective messaging to customers
- Work with our engineering and product teams to translate prospect feedback into meaningful product insights
- Collaborate with current SE team to up-level team knowledge and capabilities
Requirements
- 5-7+ years of customer facing experience selling to large enterprises
- Familiarity with Identity Verification, stolen, synthetic, and first‑party fraud or Income Verification, Cash Flow Underwriting
- Fluency in insights products and underlying statistical/ML models, translating analytical outputs into clear, actionable customer recommendations.
- A strong sense of customer empathy
- A background that combines business experience and technical acumen.
- Strong communications skills with a confident and proactive approach to client management.
- Consultative mindset with ability to translate technical choices into business value
- Ability to quickly understand new technologies and complex concepts quickly
- Knowledge of mobile and web application architecture specific to interfacing with API platforms
- Willing and able to travel up to 25% of the time
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.
Top Skills
APIs
HTTP
Rest
Web Services
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The Company
What We Do
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.
At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.
