Sales Engineer - Banking and Wealth
Core
Technical lead for pre-sales in the Banking and Wealth sector, partnering with Account Executives to design solutions, overcome technical objections, and guide customers through architectural scoping.
Role type
Senior Sales Engineer (Banking & Wealth)
Builds
Enterprise sales solutions for financial institutions using Plaid's API infrastructure
Domain
Financial Services / Payments / Wealth Management
Deliverable
client delivery
Required skills
Enterprise sales experience, financial services domain knowledge, API integration architecture, solution design, RFP response, POC execution, consultative selling
Preferred skills
Payments, fraud, and risk knowledge, AI application, web services standards (HTTP/REST), mobile/web app architecture
Technologies
Plaid API, HTTP, REST, Web services, Mobile apps
Responsibilities
Partner with Account Executives as technical lead for Enterprise accounts, demonstrate Plaid solutions to address prospect use cases, engage with technical stakeholders to drive alignment, provide demonstrations and architect implementation solutions, take a hands-on role in POCs to diagnose performance shortfalls, translate prospect feedback into product insights
Seniority
Senior, hands-on IC
