Sales Engineer - Credit
Plaid offers a platform that enables applications to connect with users' bank accounts, facilitating a wide range of financial services. They provide tools for payments, personal finance management, credit, and more, serving clients like Moneybox, Western Union, and Affirm. Their core product is an API that provides access to a vast network of financial institutions, allowing developers to build financial products and services.
Funding
Projects
About Plaid
Plaid is a financial technology company that enables applications to connect with users' bank accounts. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments through other financial technology applications. Plaid's network connects to over 12,000 financial institutions across 20 markets, serving a global user base of over 100 million. The company provides APIs for developers to build solutions for personal financial management, credit, payments, business finances, iGaming, and property management. Key products include Auth for account verification, Link for connecting accounts, Transactions for accessing financial data, Balance for real-time checks, Assets for verifying assets, and Identity for user verification. Plaid focuses on increasing conversion, fighting fraud, and providing clean, organized financial data for smarter underwriting and other financial services.
Skills
About the Role
You'll work closely with the Enterprise Sales team as the technical lead during the pre-sales process. You will partner with Account Executives, proactively pushing deals forward by overcoming technical objections and building solutions around Plaid products. 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 bring significant knowledge of the Fintech ecosystem and a deep understanding of how clients can best utilize Plaid.
Requirements
- 5-7+ years of customer facing experience selling to large enterprises
- Familiarity with Identity Verification, stolen, synthetic, and first-party fraud or Income Verification, Cash Flow Underwriting
- Fluency in insights products and underlying statistical/ML models, translating analytical outputs into clear, actionable customer recommendations
- A strong sense of customer empathy
- A background that combines business experience and technical acumen
- Strong communication skills with a confident and proactive approach to client management
- Consultative mindset with ability to translate technical choices into business value
- Ability to quickly understand new technologies and complex concepts
- Knowledge of mobile and web application architecture specific to interfacing with API platforms
- Willing and able to travel up to 25% of the time
Responsibilities
- Serve as the technical lead for Enterprise accounts throughout the sales process
- Partner with Account Executives to demonstrate how Plaid can address prospects' use cases and technical requirements
- Design solutions and share best practices throughout the sales process
- Engage deeply with technical stakeholders in the pre-sales process to drive alignment and buy-in
- Provide demonstrations, address technical questions, architect implementation solutions and handle RFP responses
- Take a hands-on role in POCs to identify, diagnose, and rectify performance shortfalls
- Re-evaluate selling assets and process to enable more efficient and effective messaging to customers
- Work with engineering and product teams to translate prospect feedback into product insights
- Collaborate with the current Sales Engineering team to up-level team knowledge and capabilities
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)