Key skills
Identity VerificationFraud detection - stolen fraudFraud detection - synthetic fraudFraud detection - first-party fraudIncome VerificationCash Flow UnderwritingInsights productsStatistical modelsMachine learning modelsMobile application architectureWeb application architectureAPI platformsCustomer empathyConsultative mindsetProactive client managementMLCritical ThinkingSales
About this role
Plaid is a company dedicated to empowering financial transformation by building tools and experiences for developers. The Sales Engineer will work closely with the Enterprise Sales team, serving as the technical lead during the pre-sales process to drive revenue outcomes and ensure a successful transition to the post-sale stage.
Responsibilities:
- 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
Requirements:
- 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
- Willing and able to travel up to 25% of the time