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Plaid is seeking a Sales Engineer to build and lead the regulated industries function from the ground up. You will serve as the first dedicated Sales Engineer for Regulated Industries, partnering with Enterprise Account Executives as their technical lead across Public Sector, Education, Healthcare and Life Sciences, and Utilities verticals.
You will act as a trusted technical advisor throughout the pre-sales process, helping customers and ecosystem partners translate Plaid's solutions into real-world use cases spanning payments, identity, fraud, onboarding, and income verification. Your responsibilities include:
- 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, demos, architecture design, and RFIs/RFPs for payments, account verification, onboarding, income, and fraud workflows
- Run hands-on API pilots and POCs, defining success criteria, diagnosing gaps, and guiding integration tradeoffs
- Surface product, privacy, security, and compliance requirements early and coordinate appropriate specialist reviews
- Build reusable solution guides, reference architectures, and enablement that support partner integrations and downstream adoption
- Shape vertical strategy and product feedback with Sales, Product, Partnerships, and Marketing teams
- Partner with Implementation and the broader Sales Engineering team on successful handoffs, adoption, and shared best practices
- Travel up to 25% of the time
Plaid powers the tools millions of people rely on to live a healthier financial life, working with thousands of companies including Venmo, SoFi, Fortune 500 companies, and major banks. The company's network covers 12,000 financial institutions across the US, Canada, UK, and Europe.
REQUIREMENTS:
- 7+ years of customer-facing experience in technical selling, solutions engineering, or enterprise consulting
- 3+ years supporting one or more regulated industries, including Public Sector, Healthcare, Education, Utilities, or similarly regulated environments
- Experience leading complex technical evaluations and partnering strategically with Account Executives across multistakeholder pursuits
- Hands-on API and web/mobile architecture knowledge; ability to build demos, solution diagrams, and integration guidance
- Strong discovery, communication, and customer empathy, connecting 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
- Nice to have: fintech/payments, identity, fraud, or income-verification experience; familiarity with public-sector procurement, systems integrators, or healthcare platforms such as RCM and EHR systems
