Sales Engineer - Credit
AI summary of the role
Sales Engineer for Plaid's Credit product, acting as the technical lead in the pre-sales process for enterprise prospects.
What you’ll do
- Act as technical lead during the pre-sales process for enterprise prospects.
- Partner with Account Executives to proactively push deals forward by overcoming technical objections.
- Build solutions around Plaid products to meet customer needs.
- Ensure successful transition to the post-sale stage of the customer lifecycle.
What you’ll bring
- Significant knowledge of the Fintech ecosystem.
- Deep understanding of how clients can best utilize Plaid.
- Customer-obsessed technical advisor mindset.
- Experience in a pre-sales or sales engineering role.
Technologies
Plaid · API · Fintech · Sales Engineering · Enterprise Sales
About Plaid
API platform connecting consumer bank accounts to fintech apps; powers account linking, payments, identity, and fraud detection for thousands of fintechs and banks.
Private Late
Source and classification
Technical pre-sales · Evidence for this classification:
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, Washington D.C., London and Amsterdam. Sales Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise
More from the job description
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, Washington D.C., London and Amsterdam. Sales Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise and drive Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process. You’ll work closely with our Enterprise 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 building solutions around Plaid products. 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 Fintech ecosystem and a deep understanding of how clients can best utilize Plaid.
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