Sales Engineer - Banking and Wealth at Plaid · New York, NY · Joined
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Sales Engineer - Banking and Wealth
Plaid · New York, NY · Just now · 0 applicants
NewHybridFull-timeSenior
Pay
$177k–$276kListed
Workplace
Hybrid
Job type
Full-time
Level
Senior
Team: Banking and Wealth · Source: jobright · Posted by joined-scrapper
About the role
Plaid is hiring a Sales Engineer to lead technical sales for its Banking and Wealth team, partnering with account executives to scope solutions, handle technical objections, and drive adoption. The role requires deep experience with financial services, APIs, and a consultative approach.
What you’ll do
Serve as technical lead for the Banking and Wealth sales team
Partner with account executives and customers to scope solutions
Address technical objections
Demonstrate products
Support proofs of concept
Facilitate successful transitions to post-sale adoption
What you’ll need
7+ years of customer facing experience selling to large enterprises
Experience in financial services or selling to financial services companies
Business experience combined with technical acumen
Strong sense of customer empathy
Consultative selling approach
Strong communications skills with a confident and proactive approach to client management
Original job description
Plaid is hiring a Sales Engineer to serve as the technical lead for its Banking and Wealth sales team. The role partners with account executives and customers to scope solutions, address technical objections, demonstrate products, support proofs of concept, and facilitate successful transitions to post-sale adoption.7+ years of customer facing experience…