Sales Engineer - Banking and Wealth - Remote

Overview

The Sales Engineer for Banking and Wealth at Plaid will empower prospects by providing technical expertise and driving revenue outcomes through the pre-sales process. You will work closely with the Banking and Wealth Sales team, guiding customers in their technical decisions and ensuring successful implementation of Plaid solutions.

In Short

• Lead technical product discussions for Enterprise accounts.
• Partner with Account Executives to design solutions.
• Demonstrate Plaid's capabilities to prospects.
• Engage with technical stakeholders to drive alignment.
• Provide technical demonstrations and address queries.
• Participate in POCs to identify and rectify performance issues.
• Re-evaluate selling assets for better customer messaging.
• Collaborate with engineering teams for product feedback.
• Enhance team knowledge through collaboration.

Requirements

• 7+ years of experience in customer-facing roles in financial services.
• Combination of business experience and technical skills.
• Strong customer empathy and consultative selling skills.
• Excellent communication skills and proactive client management.
• Ability to quickly grasp new technologies and concepts.
• Intellectually curious, with a focus on AI.
• Familiarity with web services, APIs, and standards.
• Understanding of mobile and web app architecture.
• Willingness to travel up to 25% of the time.
• Knowledge in payments, fraud, and risk is a plus.

Benefits

• Work with a leading company in financial technology.
• Opportunity to influence product development.
• Collaborative and innovative work environment.
• Engagement with a diverse range of clients.