Enterprise Sales Engineer – Financial Services & APIs

PreSales Collective; North Carolina; On-site; USD 177,000 - 276,000; Full time

Benefits offered by this job

Equity compensation

Commission opportunities

Medical, dental, vision benefits

401(k) savings plan

Job summary

Plaid is seeking a seasoned Pre‑Sales Executive to lead technical engagement with Banking and Wealth Sales as part of our enterprise sales motion. You will guide authoritative technical scoping, architect solutions, and evangelize Plaid’s platform to executives and engineers.

A strong blend of business value storytelling and hands-on technical demos is essential. The role requires deep financial services knowledge, API fluency, and the ability to travel up to 25%.

Qualifications

• 7+ years of customer facing experience selling to large enterprises, including financial services or selling to financial services companies.
• Knowledge in payments, fraud, risk, preferred
• Experience that combines business experience and technical acumen
• Strong sense of customer empathy
• Consultative selling approach
• Strong communications skills with a confident and proactive approach to client management
• 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
• Willing and able to travel up to 25% of the time

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

Skills

Enterprise sales

Financial services

APIs & web services

AI interest

Consultative selling

Communications

Travel readiness

Job description

Plaid is seeking a seasoned Pre‑Sales Executive to lead technical engagement with Banking and Wealth Sales as part of our enterprise sales motion. You will guide authoritative technical scoping, architect solutions, and evangelize Plaid’s platform to executives and engineers.

A strong blend of business value storytelling and hands-on technical demos is essential. The role requires deep financial services knowledge, API fluency, and the ability to travel up to 25%.