Offer summary

Qualifications:

7+ years of customer-facing experience selling to financial services and large enterprises., Strong technical acumen combined with business experience., Excellent communication skills and customer empathy., Knowledge of web services, APIs, and API integration architecture..

Key responsibilities:

Lead technical discussions and demonstrations during the sales process.

Partner with Account Executives to design solutions and address technical requirements.

Engage with technical stakeholders to drive alignment and buy-in.

Support post-sale customer onboarding and product adoption.

Job description

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 customerobsessed technical advisors in the presales process.

You’ll work closely with our growing Banking and Wealth Sales team as the technical lead during the presales 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 longterm success. You can effectively pivot from technical discussions to business value conversations focusing on customer outcomes. You will ensure a successful transition to the postsale 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 B&W 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 presales process to drive alignment and buyin
Provide demonstrations, address technical questions, architect implementation solution(s) and handle RFP responses in a thorough and expedient manner
Take a handson role in POCs, where inquisitive and critical thinking is needed to identify, diagnose, and rectify any performance shortfalls
Constantly reevaluate selling assets and process to enable more efficienteffective messaging to customers
Work with our engineering and product teams to translate prospect feedback into meaningful product insights
Collaborate with current SE team to uplevel team knowledge and capabilities

Requirements
7+ years of customer facing experience selling to financial services and large enterprises
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.
Ability to understand new technologies and complex concepts quickly
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
Nice to have: Knowledge in payments, fraud, risk
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 doesnt 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 accommodations@plaid.com.

Please review our Candidate Privacy Notice here .