Sales Engineer - Banking and Wealth

Plaid • New York, NY

2d

About The Position

Plaid is hiring a Sales Engineer to serve as the technical lead during the pre-sales process for its Banking and Wealth Sales team. The role partners with Account Executives to advance enterprise opportunities, address technical objections, and present Plaid solutions to technical and executive stakeholders. It guides customers through technical scoping and architectural decisions, connects technical discussions to business value and customer outcomes, and supports a successful transition to the post-sale stage. The Sales Engineer also works with account teams to drive existing-customer adoption of new products and is expected to have significant financial services industry knowledge and a deep understanding of 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.
• Business experience combined with technical acumen.
• Strong customer empathy.
• 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, designing solutions and sharing best practices during the sales process.
• Demonstrate how Plaid can address prospects’ use cases and technical requirements.
• Engage technical stakeholders during pre-sales to drive alignment and buy-in.
• Provide demonstrations, answer 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 resolve performance shortfalls.
• Re-evaluate sales assets and processes to improve the efficiency and effectiveness of customer messaging.
• Work with engineering and product teams to turn prospect feedback into product insights.
• Collaborate with the Sales Engineer team to improve team knowledge and capabilities.
• Ensure a 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