Plaid operates a financial data network and API platform that lets businesses connect to financial institutions and build financial experiences. Its products support account and identity verification, real-time balance and transaction data, investment and liability data, income and underwriting workflows, fraud and AML risk checks, and multi-rail bank payments. It serves developers, businesses, financial institutions, platforms, lenders, banks, and consumer-facing financial-product providers.

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Skills

Candidate Availability

Hybrid · San Francisco · Required

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You'll work closely with Plaid's Enterprise Sales team as the technical lead during the pre-sales process, partnering with Account Executives to overcome technical objections, build solutions around Plaid products, and support successful post-sale adoption. Significant fintech ecosystem knowledge and a deep understanding of Plaid's products are expected.

Requirements

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 a strong preference for fintech or payments experience.
Strong customer empathy and a consultative mindset, with the ability to connect technical choices to business outcomes.
A background combining business judgment and technical acumen, including comfort with legal, compliance, and commercialization considerations.
Strong communication skills and a proactive approach to client management and cross-functional collaboration.
Ability to translate technical capabilities into business value.
Fluency in insights products and statistical or ML models, with the ability to turn outputs into clear customer recommendations.
Ability to quickly understand new technologies and apply them to AI-driven insights.
Knowledge of mobile and web application architecture, especially for API integrations, bank-linking, identity, and payments flows.
Willing and able to travel up to 25% of the time.

Responsibilities

Serve as the lead technical advisor for Enterprise accounts from discovery through solution design, evaluation, and post-sale handoff.
Partner with Account Executives to align Plaid capabilities to customer priorities across payments, wallets, gaming, travel, and lending.
Build alignment with technical, product, risk, and operations stakeholders on complex enterprise initiatives.
Lead demos, technical discovery, solution design, and RFPs across wallet funding, merchant onboarding, fraud, and underwriting.
Play a hands-on role in pilots and POCs, defining success criteria, diagnosing gaps, and guiding tradeoffs.
Refine sales assets, messaging, and technical playbooks to strengthen Plaid's vertical go-to-market motion.
Help shape vertical strategy and GTM motions with cross-functional partners across Sales, Product, Partnerships, and Product Marketing.
Partner with engineering and product teams to turn customer feedback into actionable product insight.
Collaborate with the broader Sales Engineering team to share best practices and raise team expertise.

Benefits

Equity
Medical insurance
Dental insurance
Vision insurance
401(k)