Plaid · 2 days ago
Sales Engineer - Fintech
United States
Full-time
Remote
Senior Level
$107K/yr - $175K/yr
7+ years expPlaid is dedicated to empowering the transformation of financial interactions by building tools and experiences for developers. The Sales Engineer will work closely with the Fintech Sales team, acting as a technical lead during the pre-sales process to drive revenue outcomes and ensure successful customer transitions post-sale.
BankingFinancial ServicesFinTech
Responsibilities
Partner with Account Executives to lead technical discovery and solution design for major Fintech prospects, ensuring alignment on architecture, integration patterns, and best practices throughout the sales cycle
Showcase Plaid's value by demonstrating how our products address a prospect's use cases, technical requirements, and business goals
Engage deeply with technical stakeholders, including engineers, architects, and product leaders, to drive trust, alignment, and technical buy-in
Deliver world-class pre-sales support, including product demos, answering technical questions, architecting solutions, and crafting thorough and timely responses to RFPs
Lead hands-on POCs, applying curiosity and critical thinking to identify issues, diagnose root causes, and propose resolutions that validate Plaid's capabilities
Continuously refine our selling motion by updating technical assets, improving messaging, and contributing to scalable processes that help the team operate more effectively
Advocate for customers internally through collaboration with Product and Engineering teams to inform roadmap and feature development
Contribute to team excellence by sharing knowledge, mentoring peers, and helping elevate the capabilities of the Sales Engineering team
Qualification
Required
7+ years of customer facing experience selling to large enterprises
A strong sense of customer empathy
A background that combines business experience, sales skills and technical acumen
Strong communications skills with a confident and proactive approach to customer communication
Ability to quickly understand new technologies and complex concepts
Knowledge of web services, APIs, and related standards such as HTTP and REST
Knowledge of mobile and web application architecture specific to interfacing with API platforms
Willing and able to travel up to 25% of the time
Preferred
Payments, Fraud and/or Credit experience
Company
Plaid
Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.
501-1000 employees
H1B Sponsorship
Plaid has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (41)
2024 (41)
2023 (42)
2022 (53)
2021 (30)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$1.31BKey Investors
Franklin TempletonAltimeter CapitalGoldman Sachs Investment Partners
2025-04-03Series Unknown· $575M
2025-04-03Secondary Market
2023-10-19Series Unknown
Leadership Team
Zachary Perret
Co-Founder & CEO
Eric Sager
COO
Recent News
2026-01-14
2026-01-11
Crunchbase News
2026-01-06
Company data provided by crunchbase