Sales Engineer - Banking and Wealth
Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.
Funding history
Projects
About Plaid Inc.
Plaid provides developer infrastructure and financial tools for account connectivity, financial data access, bank payments, identity verification, AML monitoring, credit and underwriting, and fraud prevention. Its network supports thousands of fintech companies and more than 12,000 financial institutions across the United States, Canada, the United Kingdom, and Europe.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as the technical lead during enterprise pre-sales engagements for banking and wealth customers. You will design solutions, deliver demonstrations, scope implementations, address technical objections, run proofs of concept, respond to RFPs, and translate customer feedback into product insights.
Requirements
- 7+ years of customer-facing enterprise sales experience
- Financial services experience
- Payments knowledge
- Fraud knowledge
- Risk knowledge
- Business acumen
- Technical acumen
- Consultative selling
- Client management
- AI
- Web services
- API
- HTTP
- REST
- Mobile application architecture
- Web application architecture
- API integration
Responsibilities
- Lead technical product engagements for Banking and Wealth accounts throughout the sales process
- Partner with Account Executives to design solutions and share best practices
- Demonstrate solutions that address prospect use cases and technical requirements
- Engage technical stakeholders to build alignment and buy-in
- Deliver demonstrations, answer technical questions, architect implementation solutions, and respond to RFPs
- Conduct hands-on proofs of concept and resolve performance shortfalls
- Improve selling assets and processes
- Translate prospect feedback into product insights with engineering and product teams
- Develop Sales Engineer team knowledge and capabilities
- Travel up to 25% of the time
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
