Enterprise Fintech Solutions Engineer

Plaid Inc.; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

Plaid Inc. is seeking an experienced Sales Engineer to serve as the lead technical advisor for our Enterprise accounts.

You will partner with Account Executives to align Plaid capabilities with customer priorities across payments, wallets, gaming, travel, and lending, and drive adoption of Plaid products post-sale. You will lead demos, discovery, and solution design, while building alignment among technical, product, risk, and operations stakeholders.

Qualifications

• 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 fintech/payments experience preferred.
• Strong customer empathy and a consultative mindset, linking technical choices to business outcomes.
• Background combining business judgement and technical acumen, including comfort with legal/compliance considerations.
• Strong communication and proactive client-management skills.
• Ability to translate technical capabilities into business value.
• Fluency in insights products and ML models, turning outputs into client recommendations.
• Ability to grasp new technologies and apply them to AI-driven insights.
• Knowledge of mobile/web app architecture, especially for API integrations, bank-linking, identity, and payments flows.
• Willing to travel up to 25%.

Responsibilities

• Serve as lead technical advisor for Enterprise accounts from discovery to post-sale handoff.
• Partner with Account Executives to align Plaid capabilities to customer priorities across payments, wallets, gaming, travel, and lending.
• Build alignment with stakeholders on complex enterprise initiatives.
• Lead demos, discovery, solution design, and RFPs across wallet funding, onboarding, fraud, and underwriting.
• Participate in pilots and POCs, defining success criteria and guiding tradeoffs.
• Refine sales assets, messaging, and technical playbooks for Plaid's GTM motion.
• Shape vertical strategy and GTM motions with cross-functional teams.
• Collaborate with engineering and product to turn customer feedback into product insights.
• Share best practices with the SE team.

Skills

Enterprise sales

Customer empathy

Strong communication

Cross-functional collaboration

Business acumen

Technical aptitude

Travel readiness

Tools

APIs

ML concepts

Job description

Plaid Inc. is seeking an experienced Sales Engineer to serve as the lead technical advisor for our Enterprise accounts.

You will partner with Account Executives to align Plaid capabilities with customer priorities across payments, wallets, gaming, travel, and lending, and drive adoption of Plaid products post-sale. You will lead demos, discovery, and solution design, while building alignment among technical, product, risk, and operations stakeholders.