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Sales Engineer - Credit

Plaid Inc.San FranciscoNew
On-site Full-time

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Experience Level

Mid to Senior

Qualifications

Proven experience in a sales engineering or technical consulting role, preferably in the Fintech sector. Strong understanding of financial technologies and the ability to articulate complex technical concepts to non-technical stakeholders. Exceptional problem-solving skills and the ability to develop tailored solutions. Excellent communication and interpersonal skills, with a customer-centric mindset. Ability to work collaboratively in a fast-paced environment and manage multiple projects simultaneously. Relevant technical expertise in APIs, software integrations, and data analytics.

About the job

Plaid Inc. develops tools that enable developers to build financial applications, making it easier for users to connect their bank accounts and manage their finances. The platform connects to more than 12,000 financial institutions across the US, Canada, the UK, and Europe. Plaid partners with organizations such as Venmo, SoFi, major banks, and many Fortune 500 companies. Founded in 2013, Plaid is headquartered in San Francisco, with additional offices in New York, Washington D. C., London, and Amsterdam.

Role overview

The Sales Engineer - Credit position supports prospects and customers during the pre-sales process. This role blends technical knowledge with a strong focus on customer needs, helping clients understand and implement Plaid’s products to address business challenges. Collaboration with the Enterprise Sales team is central, as the Sales Engineer acts as the technical lead throughout sales cycles and ensures a smooth transition to post-sale teams.

What you will do

  • Serve as a technical advisor for prospects and customers evaluating Plaid’s Credit products
  • Work with Account Executives to advance deals by answering technical questions and resolving objections
  • Design and propose solutions tailored to client needs using Plaid’s product suite
  • Support the transition from pre-sales to post-sale, collaborating with account teams to drive adoption of new products among existing clients

What helps in this role

  • Background in the Fintech sector or strong knowledge of financial technology trends
  • Ability to communicate complex technical topics to both technical and non-technical stakeholders
  • Experience working with sales teams and developing solutions that meet client requirements
  • Comfort engaging with a wide range of clients, including large enterprises and financial institutions

Location

This role is based in San Francisco.

About Plaid Inc.

Plaid is at the forefront of financial technology innovation, crafting tools that empower developers and enhance the financial lives of millions. Our extensive network connects users with their financial data across thousands of institutions, facilitating a new era of financial management.

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