Senior Pre-Sales Engineer, Banking & Wealth

Plaid Inc.; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Plaid Inc. is seeking a Senior Technical Sales Lead to guide pre-sales for Banking & Wealth accounts. You will partner with Account Executives to design solutions, address technical requirements, and communicate business value to both technical and executive stakeholders.

You will drive architecture discussions, demonstrate Plaid capabilities, and ensure a smooth transition to post-sale adoption. Travel up to 25% is expected.

Qualifications

• 7+ years of customer-facing experience selling to large enterprises, especially in financial services

Responsibilities

• Serve as the lead technical product lead for B&W accounts through the sales process
• Partner with Account Executives as the technical lead for Enterprise accounts to design solutions and share best practices
• Demonstrate Plaid's capabilities to address use cases and technical requirements
• Engage deeply with technical stakeholders in pre-sales to drive alignment and buy-in
• Provide demonstrations, address questions, architect implementation solutions and respond to RFPs
• Play a hands-on role in POCs to diagnose and fix performance gaps
• Continuously refine assets and messaging for customers
• Collaborate with engineering/product to translate feedback into product insights

Skills

Enterprise sales

Payments domain

Financial services experience

Customer empathy

Consultative selling

Strong communication

AI in sales

API integration

HTTP/REST

Mobile/web app architecture

Job description

Plaid Inc. is seeking a Senior Technical Sales Lead to guide pre-sales for Banking & Wealth accounts. You will partner with Account Executives to design solutions, address technical requirements, and communicate business value to both technical and executive stakeholders.

You will drive architecture discussions, demonstrate Plaid capabilities, and ensure a smooth transition to post-sale adoption. Travel up to 25% is expected.