[Remote] Sales Engineer - Credit

Note: The job is a remote job and is open to candidates in USA. Plaid is a company dedicated to transforming how people interact with their finances by providing tools for developers to create financial products. The Sales Engineer - Credit role focuses on engaging with Enterprise accounts as a technical lead, ensuring alignment between customer needs and Plaid's solutions throughout the sales process.

Responsibilities

• 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

Skills

• 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

Company Overview

Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data. It was founded in 2013, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://plaid.com.

Company H1B Sponsorship

Plaid has a track record of offering H1B sponsorships, with 11 in 2026, 41 in 2025, 41 in 2024, 42 in 2023, 53 in 2022, 30 in 2021, 11 in 2020. Please note that this does not guarantee sponsorship for this specific role.