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Sales Engineer - Banking and Wealth

Plaid

Sales Engineer - Banking and Wealth is a still-open role at Plaid on Jobrow. Location: Hybrid · New York City Office · New York · United States. Listed pay: $177k–$276k. Sourced from the company's public Ashby board. First seen 1 hour ago; last confirmed 1 hour ago. Apply on the employer ATS — Jobrow is not the employer.

Pay
$177k–$276k
Workplace
Hybrid
Location
New York City Office · New York · United States
First seen
1 hour ago
Last seen
1 hour ago
Board
Ashby
Apply

About this role

We believe that the way people interact with their finances will drastically improve in the next few years.

  • Function: Engineering
  • Seniority: mid

Location & pay

Hybrid · New York City Office · New York · United States Listed pay on Jobrow: $177k–$276k.

Source

Jobrow reads the public Ashby board for Plaid. First seen 1 hour ago; last seen 1 hour ago. We are not the employer — apply only on the company ATS.

Posting

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. In this role, you’ll work closely with our growing Banking and Wealth 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 evangelizing Plaid solutions to technical and executive stakeholders. You will guide customers through thorough technical scoping, ensuring foundational architectural decisions set customers up for long-term success. You can effectively pivot from technical discussions to business value conversations focusing on customer outcomes. 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 financial services industry and a deep understanding of how clients can best utilize Plaid. Responsibilities - Serve as the lead technical product lead for B&W accounts throughout the sales process - Partner with Account Executives as the technical lead for Enterprise accounts to to design solutions and share best practices throughout the sales process - Demonstrate to prospects how Plaid can best address their use cases and technical requirements - 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 shortfal

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