Drive revenue outcomes by being a technical advisor in pre-sales, showcasing Plaid's value and collaborating with account teams for successful customer transitions and product adoption.
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
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.
Top Skills
APIs
HTTP
Mobile And Web Application Architecture
Rest
Web Services
Similar Jobs
Fintech • Financial Services
The Director of Business Intelligence will lead the BI function, manage a team, and ensure data-driven decisions across the organization while collaborating with various departments.
Top Skills:
DbtLookerPower BISnowflakeSQLTableau
Productivity • Sales • Software
The Account Manager will manage the entire sales cycle from identifying opportunities to negotiation and contracting. Strong communication and customer-facing skills required.
Top Skills:
B2BSaaS
Productivity • Sales • Software
The Sales Manager will lead the Mid-Market Account Management team, driving sales strategies, managing teams, and ensuring customer success through effective coaching and relationship management.
Top Skills:
SaaS
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
