Sales Engineer Manager, Plaid
SMB
$94.5-178.1k
1-5 days a week in office
Infrastructure and APIs for FinTech
Be an early applicant
Infrastructure and APIs for FinTech
1001+ employees
Be an early applicant
$94.5-178.1k
1-5 days a week in office
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- 5+ years of experience in Sales Engineering or Solutions Engineering
- 1–2 years in a formal management, team lead, or player-coach role, with a track record of scaling Sales Engineering teams
- Background in FinTech, payments, risk, credit, or fraud solutions preferred
- Proven ability to architect and close pre-sales engagements in SMB or other high-volume segments
- Strong business and technical acumen, with the ability to navigate both detailed API/integration conversations and high-level value discussions
- Exceptional coaching skills, with experience mentoring peers, delivering actionable feedback, and developing technical talent
- Excellent written and verbal communication skills, with confidence engaging both technical and non-technical stakeholders
- Proven ability to apply AI tools and techniques to improve Sales Engineering efficiency and quality, particularly in developing solution guides and demos
- Hands-on experience with web services, RESTful APIs, SDK integration, and architecting API-based solutions
- Customer-centric mindset and consultative selling approach
- Willingness to travel up to 20% as needed
- Based in NY-metro area, strongly preferred
What the job involves
- 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
- The SMB Sales Engineering team is dedicated to empowering the next generation of entrepreneurs and growing businesses
- As technical partners in the sales process, we work hand-in-hand with our SMB Sales team to deliver tailored solutions, share scalable best practices, and drive meaningful outcomes
- By bringing deep product knowledge and a relentless focus on the customer, we help SMBs realize the full potential of the Plaid Network and build financial tools that serve their communities
- You’ll lead Plaid’s high-performing SMB Sales Engineering team as a player-coach, contributing directly to strategic deals while guiding the team
- In this role, you’ll serve as a hands-on technical leader supporting technical discovery, scoping tailored solutions, and aligning stakeholders to drive customer outcomes
- You’ll also define and scale the SMB segment strategy by building repeatable sales plays, enablement content, and solution assets that accelerate deal velocity
- Partnering cross-functionally, you’ll ensure customer insights shape both sales strategy and product direction, while mentoring your team through regular coaching and development
- Coach and develop a team of Sales Engineers through regular 1:1s, feedback cycles, and focused skill-building initiatives
- Lead high-impact Small Business deals as a hands-on technical partner to Account Executives, shaping Plaid-powered solutions and driving deal momentum through demos, POCs, and scoping reviews
- Create and refine segment-specific demo scripts, reference architectures, and sales plays to improve time-to-value and consistency across engagements
- Define and track key pre-sales metrics (e.g., demo-to-close rate, cycle time) to inform strategy and continuously optimize the playbook
- Represent SMB pre-sales in cross-functional forums, advocating for segment needs and influencing broader strategic initiatives
- Translate customer feedback and technical insights into actionable input for product roadmap planning
- Partner with Revenue Leadership and Sales Engineering leadership on resource planning, enablement programs, and SE career development for the Small Business segment
- Partner with Revenue Leadership on deal and segment strategy for efficient and impactful SE resource utilization
Our take
Plaid builds infrastructure that allows a consumer to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.
Plaid has integrated with 12,000 financial institutions in the US, Canada, the UK and Europe. About a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs). The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts.
This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow. Despite its strong position, it has not been immune to the difficult global economic situtation and was forced to restructure at the end of 2022, laying off some of its workforce. However it is still experiencing growth and is well-positioned to weather the current economic uncertainty.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2025
$575m
LATE VC
Apr 2021
$425m
SERIES D
Total funding: $1.3bn
Company benefits
- Monthly wellness stipend (gym on us)
- We offer breakfast, lunch, and dinner to keep you well-fed and healthy (when working from the office)
- From medical, life, dental and pension schemes, we’re here to support your physical, mental, and financial wellbeing
- We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids
- Every Plaid is in control of their career development with our learning stipends, tools, and trainings
- We give Plaids the freedom and flexibility to choose where they work - whether that is in a Plaid office, at home in any supported location, or a mix of both!
- Two weeks of synchronous, company-wide vacation
- We want to make sure you have time to meet your personal needs with unlimited PTO
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(CEO)He was a Consultant at Bain and previously a Research Fellow and Trustee at Duke before co-founding Plaid
William Hockey
(Board Director)He was previously an associate at Bain and has since moved on from Plaid to become Co-CEO at Column
Salary benchmarks
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