Best suited to mid-level sales engineers with fintech expertise who thrive in customer-facing technical advisory roles across major US cities.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Plaid via Ashby
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 Enterprise 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 clients can best utilize Plaid.
Responsibilities
- Serve as the lead technical advisor for Enterprise accounts from discovery through solution design, evaluation, and post-sale handoff.
- Partner with Account Executives to align Plaid capabilities to customer priorities across payments, wallets, gaming, travel, and lending.
- Build alignment with technical, product, risk, and operations stakeholders on complex enterprise initiatives.
- Lead demos, technical discovery, solution design, and RFPs across flows like wallet funding, merchant onboarding, fraud, and underwriting.
- Play a hands-on role in pilots and POCs, defining success criteria, diagnosing gaps, and guiding tradeoffs
- Refine sales assets, messaging, and technical playbooks to strengthen Plaid’s vertical go-to-market motion.
- Help shape vertical strategy and GTM motions with cross-functional partners across Sales, Product, Partnerships, and Product Marketing.
- Partner with engineering and product teams to turn customer feedback into actionable product insight.
- Collaborate with the broader SE team to share best practices and raise team expertise.
Requirements
- 7+ years of customer-facing experience selling into or consulting for large enterprises.
- Familiarity with Identity Verification, fraud, Income Verification, or cash flow underwriting, with a strong preference for fintech or payments experience.
- Strong customer empathy and a consultative mindset, with the ability to connect technical choices to business outcomes.
- A background that combines business judgment and technical acumen, including comfort with legal, compliance, and commercialization considerations.
- Strong communication skills and a proactive approach to client management and cross-functional collaboration.
- Ability to translate technical capabilities into business value
- Fluency in insights products and statistical or ML models, with the ability to turn outputs into clear customer recommendations.
- Ability to quickly understand new technologies and apply them to areas like AI-driven insights
- Knowledge of mobile and web application architecture, especially for API integrations, bank-linking, identity, and payments flows.
- Willing and able to travel up to 25% of the time.
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 accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Source: Plaid careers (Ashby)