Sales Engineer - Banking and Wealth

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

In this role, you’ll work closely with our growing Banking and Wealth 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 evangelizing Plaid solutions to technical and executive stakeholders. You will guide customers through thorough technical scoping, ensuring foundational architectural decisions set customers up for long-term success. You can effectively pivot from technical discussions to business value conversations focusing on customer outcomes. 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 financial services industry and a deep understanding of how clients can best utilize Plaid.

Responsibilities

Serve as the lead technical product lead for B&W accounts throughout the sales process

Partner with Account Executives as the technical lead for Enterprise accounts to to design solutions and share best practices throughout the sales process

Demonstrate to prospects how Plaid can best address their use cases and technical requirements

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

Qualifications

7+ years of customer facing experience selling to large enterprises, including experience in financial services or selling to financial services companies

Knowledge in payments, fraud, risk, preferred

Experience that combines business experience and technical acumen

Strong sense of customer empathy

Consultative selling approach

Strong communications skills with a confident and proactive approach to client management.

Intellectually curious, with a focus on using AI to scale impact

Familiar with web services, APIs, and standards like HTTP and REST

Understanding of mobile and web app architecture for API integration

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 .

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.