Sales Engineer – Credit

Plaid

Sales Engineer leading technical solutions for Enterprise accounts at Plaid. Driving revenue outcomes while collaborating with the Enterprise Sales team in a dynamic fintech environment.

Posted 4/28/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $196,800 - $322,800 per yearWebsite

About the role

Key responsibilities & impact

Serve as the technical lead for Enterprise accounts throughout the sales process
Partner with Account Executives to demonstrate to prospects how Plaid can best address their use cases and technical requirements. Specifically, to design solutions and share best practices throughout the sales process
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 shortfalls
Constantly re-evaluate selling assets and process to enable more efficient/effective messaging to customers
Work with our engineering and product teams to translate prospect feedback into meaningful product insights
Collaborate with current SE team to up-level team knowledge and capabilities

Requirements

What you’ll need

5-7+ years of customer facing experience selling to large enterprises
Familiarity with Identity Verification, stolen, synthetic, and first‑party fraud or Income Verification, Cash Flow Underwriting
Fluency in insights products and underlying statistical/ML models, translating analytical outputs into clear, actionable customer recommendations.
A strong sense of customer empathy
A background that combines business experience and technical acumen.
Strong communications skills with a confident and proactive approach to client management.
Consultative mindset with ability to translate technical choices into business value
Ability to quickly understand new technologies and complex concepts quickly
Knowledge of mobile and web application architecture specific to interfacing with API platforms
Willing and able to travel up to 25% of the time

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Identity VerificationIncome VerificationCash Flow Underwritingstatistical modelsmachine learning modelsAPI platformsmobile application architectureweb application architecture

Soft Skills

customer empathystrong communication skillsconsultative mindsetcritical thinkingproactive client management