Sales Engineering Leader, Plaid
$139.9-238.1k
Infrastructure and APIs for FinTech
Job no longer available
Infrastructure and APIs for FinTech
1001+ employees
Job no longer available
$139.9-238.1k
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- The ideal candidate will possess strong leadership experience, a proven track record of success in complex enterprise sales environments and a passion for successful customer outcomes
- 5+ years of demonstrable experience in coaching and leadership skills for mid to large sized sales engineering organizations
- Deep understanding of and experience working with and selling infrastructure products and/or API platforms
- Demonstrated ability to build, motivate and develop talent
- Strong executive presence and the ability to build and maintain strong relationships with senior executives, partners, and internal stakeholders
- Entrepreneurial - willing to go the extra mile, strong work ethic, resourceful, “get it done” attitude
- Desire to get your hands dirty and jump right in with customers, prospects and your team
- Ability to work under pressure, deadlines and navigate unexpected roadblocks with a customer-first attitude and a strong sense of empathy
What the job involves
- The Sales Engineering team at Plaid is composed of dedicated technical team members who work to connect the dots between the business value promised by our products and the technical solutions that enable them to realize that value
- The team plays a crucial role in ensuring our prospects and customers understand how Plaid creates value for their business, driving product adoption, growth, and deeper customer relationships. Our mission is to turn every prospect into a customer, and every customer into a lifelong Plaid champion and advocate
- The Sales Engineering Leader requires a balance of individual contribution and team leadership, being a key player in driving customer success and fostering a collaborative environment for the Sales Engineering team. You will play a critical role in enabling your team and ensuring their success
- Work closely with prospects and customers across Plaid’s business, enhancing your team’s technical expertise while managing workloads and providing support to new team members
- Develop the Sales Engineering team’s knowledge of Plaid’s products and the ability to translate those products into solutions that drive business outcomes for customers. Build a team that serves as the go to experts on Plaid’s products and solutions
- Manage the Sales Engineering team on a day to day basis including conducting one-on-one meetings with team members, acting as a point of escalation for team issues and resolving them effectively, and managing team workloads and performance
- Recruit, interview, and onboard new team members
- Partner with sales leadership to strategize on deals, develop sales pitches, complete deep technical discovery and tailor technical presentations to drive better outcomes for prospects, customers and Plaid
- Serve as the escalation point and technical advisor to strategic customers, addressing complex needs and solution-fit
- Establish best practices for the team regarding demos, proof-of-concepts (POCs) and other related pre-sales activities
- Gather feedback from prospects and customers, communicate and work closely with Product, Engineering, Marketing and Support to shape the product roadmap with customer needs
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
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