Sales Engineering Leader, Plaid
$139.9-238.1k
Data network powering the tools millions of people rely on to live a healthier financial life
Job no longer available
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Job no longer available
$139.9-238.1k
1001+ employees
Company mission
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 consumers 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 over 12,000 financial institutions in the US, Canada, the UK and Europe. And 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.
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
- Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
- Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
- Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(Co-Founder & CEO)Previously, Zach was a Consultant at Bain and a Research Fellow and Trustee at Duke before co-founding Plaid ion 2012.
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