Sales Engineer - Banking and Wealth

Plaid; Washington (District of Columbia); On-site; USD 177,000 - 276,000; Full time

Job summary

Plaid is seeking a technical lead for the Banking and Wealth Sales team during the pre-sales process. You will partner with Account Executives to design solutions and evangelize Plaid to technical and executive stakeholders.

You will guide customers through thorough technical scoping, ensure foundational architectural decisions, and drive successful transitions to the post-sale lifecycle. Deep knowledge of financial services, APIs, and web/mobile app integration will help you translate customer

Qualifications

• 7+ years of customer facing experience selling to large enterprises in financial services
• Knowledge in payments, fraud, risk (preferred)
• Experience combining business and technical acumen
• Strong customer empathy and proactive client management
• Consultative selling approach
• Excellent communications skills with confidence
• Interest in using AI to scale impact
• Familiar with web services, APIs; HTTP/REST standards
• Understanding of mobile and web app architecture for API integration
• Willing and able to travel up to 25%

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
• Demonstrate Plaid capabilities and address use cases and technical requirements
• Engage with technical stakeholders in the pre-sales process to drive alignment
• Provide demonstrations, address questions, architect implementations and respond to RFPs
• Take a hands-on role in POCs to identify and rectify performance gaps
• Evolve selling assets and messaging for efficiency and effectiveness
• Collaborate with engineering and product to translate feedback into product insights
• Work with the SE team to up-level knowledge and capabilities

Skills

Enterprise sales

Financial services

Technical acumen

Customer empathy

Consultative selling

Strong communication

AI in sales

APIs and web services

Mobile/web app integration

Willing to travel

Job description

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

In this role, you'll work closely with our growing Banking and Wealth 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 evangelizing Plaid solutions to technical and executive stakeholders. You will guide customers through thorough technical scoping, ensuring foundational architectural decisions set customers up for long‑term success. You can effectively pivot from technical discussions to business value conversations focusing on customer outcomes. 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 financial services industry and a deep understanding of how clients can best utilize Plaid.

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 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

Qualifications

• 7+ years of customer facing experience selling to large enterprises, including experience in 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

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 [e-mail].

Please review our Candidate Privacy Notice here.

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.

Compensation Range: $176,640 - $276,000