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Sales Engineer - Banking and Wealth at Plaid - ApplyBlast

Sales Engineer - Banking and Wealth

Plaid

9 hours ago

4.2 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

This role serves as the technical lead for the Banking and Wealth Sales team, partnering with Account Executives to drive enterprise deals forward by addressing technical objections and designing solutions. The position involves guiding customers through technical scoping, demonstrating Plaid's capabilities, and ensuring a successful transition to post-sale adoption. It requires a blend of financial services industry knowledge and technical acumen to evangelize solutions to both technical and executive stakeholders.

Responsibilities

Serve as technical lead during pre-sales process for Banking and Wealth accounts
Partner with Account Executives to design solutions and overcome technical objections
Guide customers through technical scoping and ensure successful post-sale transition

Skills

About Plaid

plaid.com

Headquarters

San Francisco, California, United States

Company Size

501-1000 employees

Founded

2013

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Plaid is a fintech infrastructure company that helps developers and businesses connect consumers’ bank accounts and financial data to apps and services via easy-to-integrate APIs and Plaid Link. Its product suite (Auth, Transactions, Identity, Assets, Investments, Liabilities, payment initiation and risk/verification tools) supports account verification, ACH payments, balance checks, transaction feeds, and underwriting. Companies in payments, lending, investing and personal finance rely on Plaid for developer-friendly SDKs, strong security controls, and compliance support to build reliable, data-driven fintech experiences.