Sales Engineer, Plaid
Enterprise
$121.3-210k
Travel up to 50% of the time
Data network powering the tools millions of people rely on to live a healthier financial life
Be an early applicant
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Be an early applicant
$121.3-210k
Travel up to 50% of the time
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- You will be expected to have significant knowledge of the Fintech ecosystem and a deep understanding of how clients can best utilize Plaid
- 5-7+ years of customer facing experience selling to large enterprises
- Familiarity with Identity Verification, stolen, synthetic, and first‑party fraud or Income Verification, Cash Flow Underwriting
- Fluency with insights products and models with ability to translate them into clear customer recommendations
- A strong sense of customer empathy
- A background that combines business experience and technical acumen
- Strong communications skills with a confident and proactive approach to client management
- Consultative mindset with ability to translate technical choices into business value
- Ability to quickly understand new technologies and complex concepts quickly
- Knowledge of mobile and web application architecture specific to interfacing with API platforms
- Willing and able to travel up to 50% of the time
- We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
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
- You’ll work closely with our Enterprise 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 building solutions around Plaid products
- 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
- Serve as the technical lead for Enterprise accounts throughout the sales process
- Partner with Account Executives to demonstrate to prospects how Plaid can best address their use cases and technical requirements. Specifically, to design solutions and share best practices throughout the sales process
- 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
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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