Sales Engineer, Plaid

Credit

$196.8-322.8k

OTE

The target OTE will vary based on the job's location. The OTE range listed for this full-time position includes commission, but excludes equity

Senior and Expert level

New York

San Francisco Bay Area

More information about location

1-5 days a week in office

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

FintechB2BBankingInternal toolsSaaSAPI

Be an early applicant

$196.8-322.8k

OTE

The target OTE will vary based on the job's location. The OTE range listed for this full-time position includes commission, but excludes equity

Senior and Expert level

New York

San Francisco Bay Area

More information about location

1-5 days a week in office

1001+ employees

FintechB2BBankingInternal toolsSaaSAPI

Company mission

To unlock financial freedom for everyone.

Job

Company

Role

Who you are

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 in insights products and underlying statistical/ML models, translating analytical outputs into clear, actionable 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

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
You will be expected to have significant knowledge of the Fintech ecosystem and a deep understanding of how clients can best utilize Plaid
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

Top investors

40% female employees

-15% employee growth in 12 months

Glassdoor (4.2)

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.

Salary benchmarks

We don't have enough data yet to provide salary benchmarks for this role.

Submit your salary to help other candidates with crowdsourced salary estimates.

Share this job

View 77 more jobs at Plaid