9 hours ago
Base Salary
$197k - $323k/yr
Responsibilities
- Serve as the lead technical advisor from discovery through solution design, evaluation, technical win, and post-sale handoff.
- Partner with Account Executives to connect technical capabilities to business value across regulated industries.
- Lead discovery, demonstrations, architecture design, RFIs/RFPs, API pilots, and proofs of concept for payments, account verification, onboarding, income, and fraud workflows.
- Define pilot success criteria, diagnose gaps, and guide integration tradeoffs.
- Surface product, privacy, security, and compliance requirements and coordinate specialist reviews.
- Create reusable solution guides, reference architectures, enablement materials, and partner-integration guidance.
- Shape regulated-industry strategy and product feedback with Sales, Product, Partnerships, Marketing, Implementation, and the broader Sales Engineering team.
Requirements
- 7+ years of customer-facing experience in technical selling, solutions engineering, or enterprise consulting.
- 3+ years supporting regulated industries such as public sector, healthcare, education, utilities, or similar environments.
- Experience leading complex technical evaluations and partnering strategically with Account Executives on multistakeholder pursuits.
- Hands-on API and web/mobile architecture knowledge, including the ability to build demos, solution diagrams, and integration guidance.
- Strong discovery, communication, customer empathy, business-outcome orientation, judgment, and ability to navigate ambiguity.
- Ability to collaborate with Product, Partnerships, Legal, Compliance, Privacy, Security, and commercial stakeholders.
- Preferred experience includes fintech/payments, identity, fraud, income verification, public-sector procurement, systems integrators, healthcare platforms, RCM systems, or EHR systems.
- Willingness and ability to travel up to 25% of the time.
Benefits
- Comprehensive medical, dental, vision, and 401(k) benefits.
- Additional compensation may include equity and/or commission.
- Equal opportunity employer with reasonable accommodations available for candidates with disabilities.
- Travel required up to 25% of the time.
Categories
Solutions Engineering
About Plaid
Plaid builds APIs and SDKs that let developers and financial institutions connect consumer bank and investment accounts, verify ownership, retrieve transactions, assess income/liabilities, fight fraud, and move money (e.g., ACH/transfer). It sells usage-based access to products like Link, Auth, Transactions, Identity, Income, Liabilities, and Payments. Founded in 2013 and headquartered in San Francisco, Plaid’s network spans 12,000+ financial institutions across the US, Canada, the UK, and Europe, with customers including Venmo, SoFi, and Betterment.