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PlaidPlaidCalifornia

Sales Engineer - Credit

Technical pre-sales lead partnering with Account Executives to demo Plaid solutions, architect implementations, handle POCs, and overcome objections for enterprise fintech prospects. Requires 5-7+ years customer-facing experience, fraud/income verification familiarity, and API architecture knowledge.

197k – 323k
Remote5+ YOESales Engineering

About the role

Responsibilities

  • Serve as the technical lead for Enterprise accounts throughout the sales process
  • Partner with Account Executives to demonstrate how Plaid addresses prospects' use cases and technical requirements, design solutions, and share best practices
  • Engage deeply with technical stakeholders to drive alignment and buy-in
  • Provide demonstrations, address technical questions, architect implementation solutions, and handle RFP responses
  • Take a hands-on role in POCs to identify, diagnose, and rectify performance shortfalls
  • Constantly re-evaluate selling assets and processes for more efficient customer messaging
  • Work with engineering and product teams to translate prospect feedback into product insights
  • Collaborate with SE team to up-level knowledge and capabilities

Requirements

  • 5-7+ years of customer-facing experience selling to large enterprises
  • Familiarity with Identity Verification, stolen/synthetic/first-party fraud, or Income Verification/Cash Flow Underwriting
  • Fluency in insights products and underlying statistical/ML models, translating outputs into actionable recommendations
  • Strong customer empathy
  • Background combining business experience and technical acumen
  • Strong communication skills with confident, proactive client management
  • Consultative mindset translating technical choices into business value
  • Ability to quickly understand new technologies and complex concepts
  • Knowledge of mobile and web application architecture for API platforms
  • Willing and able to travel up to 25%

Skills

APIsFintechIdentity VerificationFraud DetectionIncome VerificationCash Flow UnderwritingStatistical ModelsMachine LearningMobile ArchitectureWeb Architecture

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