Senior Sales Engineer, Regulated Industries & Solutions

Plaid Inc.; San Francisco (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

Plaid Inc. is seeking its first dedicated Sales Engineer for Regulated Industries to partner with Enterprise Account Executives and lead the technical effort across Public Sector, Education, Healthcare, Utilities, and related sectors.

You will translate Plaid’s solutions into real-world use cases, run API pilots, and guide customers from discovery to design, ensuring security and compliance considerations are addressed.

Qualifications

• 7+ years of customer-facing experience in technical selling, solutions engineering, or enterprise consulting.
• 3+ years supporting regulated industries (Public Sector, Healthcare, Education, Utilities, or similarly regulated environments).
• Hands-on API and web/mobile architecture knowledge; ability to build demos, solution diagrams, and integration guidance.
• Experience leading complex technical evaluations and partnering with AEs across multi-stakeholder pursuits.
• Willing and able to travel up to 25% of the time.

Responsibilities

• Serve as the lead technical advisor from discovery through solution design, evaluation, technical win, and post-sale handoff.
• Partner with AEs to connect technical capabilities to business value across regulated industries.
• Lead discovery, demos, architecture design, and RFIs/RFPs for payments, account verification, onboarding, income, and fraud workflows.
• Run hands-on API pilots and POCs, defining success criteria, diagnosing gaps, and guiding integration tradeoffs.
• Surface product, privacy, security, and compliance requirements early and coordinate appropriate specialist reviews.
• Build reusable solution guides, reference architectures, and enablement that support partner integrations and downstream adoption.
• Shape vertical strategy and product feedback with Sales, Product, Partnerships, and Marketing.
• Partner with Implementation and the broader SE team on successful handoffs, adoption, and shared best practices.

Skills

Customer-facing experience

Regulated industries experience

API and architecture knowledge

Translate technical capabilities to业务

Job description

Plaid Inc. is seeking its first dedicated Sales Engineer for Regulated Industries to partner with Enterprise Account Executives and lead the technical effort across Public Sector, Education, Healthcare, Utilities, and related sectors.

You will translate Plaid’s solutions into real-world use cases, run API pilots, and guide customers from discovery to design, ensuring security and compliance considerations are addressed.