Sales Engineer - Fintech

Plaid

🔍 Observed

$107K - $175K USD

United States First seen 3 weeks ago Last seen 5 hours, 3 minutes ago Lever

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Job Description

AI Summary

• Partner with Account Executives as the technical lead during pre-sales, conducting discovery, designing solutions, and overcoming technical objections for major Fintech prospects • Demonstrate deep expertise in Plaid's products and the Fintech ecosystem, delivering product demos, architecting solutions, and leading proof-of-concepts to validate capabilities • Engage directly with technical stakeholders (engineers, architects, product leaders) to build trust, drive alignment, and secure technical buy-in throughout the sales cycle • Requires 7+ years of customer-facing enterprise sales experience with strong customer empathy and background in financial services or related technical sales environment • Contribute to team excellence by refining sales processes, mentoring peers, and advocating for customers' needs to Product and Engineering teams for roadmap influence

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 Fintech 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 customers can best utilize Plaid.

Responsibilities: Partner with Account Executives to lead technical discovery and solution design for major Fintech prospects, ensuring alignment on architecture, integration patterns, and best practices throughout the sales cycle Showcase Plaid's value by demonstrating how our products address a prospect's use cases, technical requirements, and business goals Engage deeply with technical stakeholders, including engineers, architects, and product leaders, to drive trust, alignment, and technical buy-in Deliver world-class pre-sales support, including product demos, answering technical questions, architecting solutions, and crafting thorough and timely responses to RFPs Lead hands-on POCs, applying curiosity and critical thinking to identify issues, diagnose root causes, and propose resolutions that validate Plaid's capabilities Continuously refine our selling motion by updating technical assets, improving messaging, and contributing to scalable processes that help the team operate more effectively Advocate for customers internally through collobration with Product and Engineering teams to inform roadmap and feature development Contribute to team excellence by sharing knowledge, mentoring peers, and helping elevate the capabilities of the Sales Engineering team Requirements: 7+ years of customer facing experience selling to large enterprises A strong sense of customer empathy A background that combines business experience, sales skills and technical acumen. Strong communications skills with a confident and proactive approach to customer communication Ability to quickly understand new technologies and complex concepts Knowledge of web services, APIs, and related standards such as HTTP and REST. Knowledge of mobile and web application architecture specific to interfacing with API platforms Willing and able to travel up to 25% of the time Nice to have: Payments, Fraud and/or Credit experience

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Job Information

Company:
Plaid
Location:
United States
Job Type:
Full-Time
Work Location:
Remote
Experience Level:
Senior
Source:
Lever
Status:
Active

Activity Score

68 /100

Likely Active (68)

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