Sales Engineer - Banking and Wealth

We work with prospective customers to help them navigate and evaluate our solutions so that any business can become a fintech.

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

Sales Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise and drive Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process.

You’ll work closely with our growing Banking and Wealth Sales team as the technical lead during the pre-sales process. You will be responsible for partnering with Account Executives, proactively pushing deals forward by overcoming technical objections and evangelizing Plaid solutions to technical and executive stakeholders. You will guide customers through thorough technical scoping, ensuring foundational architectural decisions set customers up for long-term success. You can effectively pivot from technical discussions to business value conversations focusing on customer outcomes. 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 have significant knowledge of the financial services industry and a deep understanding of how clients can best utilize Plaid.

Responsibilities

• Serve as the lead technical product lead for B&W accounts throughout the sales process
• Partner with Account Executives as the technical lead for B&W accounts to to design solutions and share best practices throughout the sales process
• Demonstrate to prospects how Plaid can best address their use cases and technical requirements
• Engage deeply with technical stakeholders in the pre-sales process to drive alignment and buy-in
• Provide demonstrations, address technical questions, architect implementation solution(s) and handle RFP responses in a thorough and expedient manner
• Take a hands-on role in POCs, where inquisitive and critical thinking is needed to identify, diagnose, and rectify any performance shortfalls
• Constantly re-evaluate selling assets and process to enable more efficient/effective messaging to customers
• Work with our engineering and product teams to translate prospect feedback into meaningful product insights
• Collaborate with current SE team to up-level team knowledge and capabilities

Requirements

• 7+ years of customer facing experience selling to financial services and large enterprises
• Experience that combines business experience and technical acumen
• Strong sense of customer empathy
• Consultative selling approach
• Strong communications skills with a confident and proactive approach to client management.
• Ability to understand new technologies and complex concepts quickly
• Intellectually curious, with a focus on using AI to scale impact
• Familiar with web services, APIs, and standards like HTTP and REST
• Understanding of mobile and web app architecture for API integration
• Willing and able to travel up to 25% of the time