Sales Engineer - SMB
Plaid
Sales & Business Development
United States
Posted on Mar 21, 2026
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
Sales Engineers play a vital role in uncovering the true business problems of our prospects and customers and designing solutions to solve their problems. We are customer-obsessed, pre-sales technical advisors who help customers unlock the full value of the Plaid products and network. We take pride in delivering customer value as well as revenue outcomes for Plaid.
You’ll work closely with our SMB Sales team as the technical lead during the pre-sales process. You will be responsible for partnering with Account Executives, proactively pushing deals forward by overcoming technical objections and building solutions around Plaid products. You will ensure a successful transition to the post-sale stage of the customer lifecycle and partner with account teams to drive adoption of new products by existing customers. You will be expected to understand the Fintech ecosystem and how customers get value from Plaid.
Responsibilities
- Serve as the lead technical product lead for SMB accounts throughout the sales process
- Partner with Account Executives to demonstrate to prospects how Plaid can solve their problems, address their use cases and meet their technical requirements. You’ll design solutions and share best practices throughout the sales process.
- Work with our engineering, product and design teams to translate prospect feedback into meaningful product insights.
Requirements
- A strong sense of customer empathy
- A background that combines business experience, sales experience and technical acumen.
- Strong communication skills
- Ability to quickly understand new technologies and complex concepts
- Knowledge of web services, APIs, and related standards such as HTTP and REST.
- Knowledge of mobile and web application architecture specific to interfacing with API platforms
- Nice to have: Credit, Payments & Identity verification experience
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected].
128592 - 201600 USD a year
The on-target earnings (OTE) for this position ranges from $128,592/year to $201,600/year encompassing all zones. The target OTE will vary based on the job's location.
Our geographic zones are as follows:
Zone 1 - San Francisco / New York City / Seattle
Zone 2 - Los Angeles / Washington DC / Austin / Boston / Sacramento / San Diego
Zone 3 - Atlanta / Portland / Chicago / Philadelphia / Denver / Miami / Dallas / Raleigh
Zone 4 - All other US cities
The OTE range listed for this full-time position includes commission, but excludes equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills, experience, and relevant education or training.