Sales Engineer - Credit

About the Role

The role is part of Plaid's commitment to empowering the transformation of how people interact with their finances. 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. This includes working 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, and the company is headquartered in San Francisco with offices in New York, Washington D.C., London, and Amsterdam.

What You Will Do

• Serve as the technical lead for Enterprise accounts throughout the sales process
• Partner with Account Executives to demonstrate to prospects how Plaid can best address their use cases and technical requirements
• Engage deeply with technical stakeholders in the pre-sales process to drive alignment and buy-in
• Provide demonstrations, address technical questions, architect implementation solution(s), and handle RFP responses in a thorough and expedient manner
• Take a hands-on role in POCs, where inquisitive and critical thinking is needed to identify, diagnose, and rectify any performance shortfalls
• Constantly re-evaluate selling assets and process to enable more efficient/effective messaging to customers
• Work with our engineering and product teams to translate prospect feedback into meaningful product insights
• Collaborate with the current SE team to up-level team knowledge and capabilities
• Develop and maintain a deep understanding of Plaid's products and services
• Stay up-to-date with industry trends and competitor activity

What We Are Looking For

• 5-7+ years of customer-facing experience selling to large enterprises
• Familiarity with Identity Verification, stolen, synthetic, and first-party fraud or Income Verification, Cash Flow Underwriting
• Fluency in insights products and underlying statistical/ML models, translating analytical outputs into clear, actionable customer recommendations
• A strong sense of customer empathy
• A background that combines business experience and technical acumen
• Strong communications skills with a confident and proactive approach to client management
• Consultative mindset with the ability to translate technical choices into business value
• Ability to quickly understand new technologies and complex concepts
• Knowledge of mobile and web application architecture specific to interfacing with API platforms

Nice to Have

• Experience working in the fintech sector
• Knowledge of financial regulations and compliance
• Familiarity with cloud-based technologies

Benefits and Perks

• Competitive salary and equity package
• Comprehensive health, dental, and vision insurance
• Generous PTO and holiday policy
• Remote work stipend and equipment allowance
• Professional development opportunities
• Access to a wide range of company-sponsored events and activities

• When applying, make sure to highlight your experience in sales engineering, particularly in the fintech sector.
• Emphasize your ability to communicate complex technical concepts to both technical and non-technical stakeholders.
• Be prepared to discuss your understanding of the fintech ecosystem and how you stay up-to-date with industry trends.
• Showcase your problem-solving skills by providing examples of times when you had to identify, diagnose, and rectify performance issues.
• Demonstrate your customer empathy by describing how you have handled difficult customer situations in the past.
• Consider creating a portfolio that showcases your sales engineering accomplishments and the impact you've made in previous roles.