Sales Engineer - Banking and Wealth

Plaid • New York, NY

4d • $176,640 - $276,000

About The Position

The Sales Engineer works closely with Plaid’s Banking and Wealth Sales team as the technical lead during the pre-sales process. The role partners with Account Executives to advance enterprise deals by addressing technical objections and presenting Plaid solutions to technical and executive stakeholders. The Sales Engineer guides customers through technical scoping and architectural decisions, connects technical discussions to business value and customer outcomes, and helps ensure a successful transition to the post-sale stage. The position also partners with account teams to drive adoption of new products among existing customers and requires significant knowledge of financial services and how clients can use Plaid.

Requirements

• At least 7 years of customer-facing experience selling to large enterprises, including experience in financial services or selling to financial services companies.
• Experience combining business experience with technical acumen.
• Strong customer empathy.
• A consultative selling approach.
• Strong communication skills and a confident, proactive approach to client management.
• Intellectual curiosity and a focus on using AI to scale impact.
• Familiarity with web services, APIs, and standards such as HTTP and REST.
• Understanding of mobile and web application architecture for API integration.
• Willingness and ability to travel up to 25% of the time.

Nice To Haves

• Knowledge of payments, fraud, and risk.

Responsibilities

• Serve as the lead technical product lead for Banking and Wealth accounts throughout the sales process.
• Partner with Account Executives as the technical lead for Enterprise accounts to design solutions and share best practices throughout the sales process.
• Demonstrate how Plaid can address prospects’ use cases and technical requirements.
• Engage deeply with technical stakeholders during pre-sales to drive alignment and buy-in.
• Provide demonstrations, address technical questions, architect implementation solutions, and handle RFP responses thoroughly and promptly.
• Take a hands-on role in proofs of concept, using critical thinking to identify, diagnose, and rectify performance shortfalls.
• Re-evaluate sales assets and processes to improve the efficiency and effectiveness of customer messaging.
• Work with engineering and product teams to translate prospect feedback into product insights.
• Collaborate with the Sales Engineering team to improve team knowledge and capabilities.
• Help ensure successful transition to the post-sale stage and partner with account teams to drive adoption of new products among existing customers.

Benefits

• Medical insurance.
• Dental insurance.
• Vision insurance.
• 401(k).
• Equity and/or commission may be provided as additional compensation, depending on the position offered.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed