AI-Savvy Enterprise Sales Engineer

Plaid Inc.

North Carolina

On-site

USD 177,000 - 276,000

Full time

2 days ago

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Job summary

Plaid Inc. is seeking a technical sales lead to partner with Account Executives in the Banking and Wealth Sales team. You will guide enterprise customers through technical scoping, design solutions, and demonstrations, ensuring successful deployments from pre-sales to post-sale adoption.

You will leverage deep financial services knowledge and API-driven platforms to drive customer value. The role requires extensive engagement with technical stakeholders, a hands-on approach to POCs, and travel

Qualifications

7+ years of customer facing enterprise sales experience in financial services.
Knowledge in payments, fraud, risk preferred.
Experience that combines business experience and technical acumen.
Strong sense of customer empathy and a consultative selling approach.
Strong communications skills with a proactive client management style.
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.

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 Enterprise accounts 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 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 current SE team to up-level team knowledge and capabilities.