Sales Engineer - Banking and Wealth

The role

You will serve as the technical lead during the pre-sales process for Banking and Wealth accounts. You will partner with Account Executives to design solutions, overcome technical objections, and guide customers through technical scoping.

What you will do

• Serve as the lead technical product lead for B&W accounts throughout the sales process
• Partner with Account Executives to design solutions and share best practices
• Demonstrate how Plaid addresses use cases and technical requirements
• Engage with technical stakeholders 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 for efficient messaging
• Work with engineering and product teams to translate prospect feedback into product insights
• Collaborate with current SE team to up-level team knowledge and capabilities

Required qualifications

• 7+ years of customer facing experience selling to large enterprises, including experience in financial services or selling to financial services companies
• 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
• 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

Nice to have

• Knowledge in payments, fraud, risk

Benefits

• Medical
• Dental
• Vision
• 401(k)

About the company

Plaid builds tools and experiences that thousands of developers use to create products. The company's network covers 12,000 financial institutions across the US, Canada, UK and Europe.