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Plaid is seeking a Sales Engineer to build and lead the company's first dedicated sales engineering function for regulated industries, including Public Sector, Education, Healthcare and Life Sciences, and Utilities. You will serve as the primary technical advisor and trusted partner to Enterprise Account Executives, translating Plaid's comprehensive financial connectivity platform into real-world solutions for complex, compliance-heavy verticals.
Plaid powers financial connectivity for millions of users across 12,000 financial institutions in the US, Canada, UK, and Europe. The company works with major platforms like Venmo, SoFi, Fortune 500 companies, and leading banks to enable seamless financial account connections and data flows.
In this role, you will own the full pre-sales technical lifecycle: discovery, solution design, architecture, RFI/RFP responses, and technical handoff to implementation. You'll lead hands-on API pilots and proofs-of-concept, define success criteria, and guide customers through integration tradeoffs across payments, identity verification, fraud detection, onboarding, and income verification workflows. You'll also surface product, privacy, security, and compliance requirements early, coordinating reviews with appropriate specialists.
Beyond individual deals, you'll build reusable solution guides, reference architectures, and enablement materials that support partner integrations and downstream adoption. You'll shape vertical strategy and product roadmap feedback in collaboration with Sales, Product, Partnerships, and Marketing teams. You'll partner with Implementation and the broader SE team to ensure successful customer handoffs, adoption, and shared best practices.
This is a high-impact role that requires both deep technical credibility and strategic business acumen. You'll navigate complex multistakeholder pursuits, work across regulated environments with strict compliance requirements, and help define go-to-market motions for emerging verticals.
REQUIREMENTS:
- 7+ years of customer-facing experience in technical selling, solutions engineering, or enterprise consulting
- 3+ years supporting one or more regulated industries (Public Sector, Healthcare, Education, Utilities, or similar)
- Hands-on API and web/mobile architecture knowledge; ability to build demos, solution diagrams, and integration guidance
- Experience leading complex technical evaluations and partnering strategically with Account Executives across multistakeholder pursuits
- Strong discovery, communication, and customer empathy; ability to connect technical choices to business outcomes
- Ability to learn new sectors, navigate ambiguity, and validate product-market fit
- Sound judgment working with Product, Partnerships, Legal, Compliance, Privacy, Security, and commercial stakeholders
- Ability to build reusable technical assets and support partner-led integrations and adoption
- Willing and able to travel up to 25% of the time
- Nice to have: fintech/payments, identity, fraud, or income-verification experience; familiarity with public-sector procurement, systems integrators, or healthcare platforms (RCM, EHR systems)
