FAQs
What is the primary role of the Enterprise Sales Engineer - Banking and Wealth?
The primary role of the Enterprise Sales Engineer - Banking and Wealth is to serve as the technical lead during the pre-sales process, partnering with the Banking and Wealth Sales team to overcome technical objections, demonstrate Plaid solutions to stakeholders, and guide customers through technical scoping for long-term success.
What types of experience are required for this position?
This position requires 5-7+ years of customer-facing experience selling to large enterprises, experience in the financial services industry or in selling to financial services companies, and a combination of business experience and technical acumen.
What skills are important for the Enterprise Sales Engineer role?
Important skills for this role include strong communication skills, customer empathy, the ability to quickly understand new technologies and complex concepts, and knowledge of web services, APIs, and related standards such as HTTP and REST.
Will travel be required for this position?
Yes, the role requires willingness and ability to travel as needed to customers, team events, and office locations.
What kind of technical knowledge is necessary for the role?
Candidates should have knowledge of web services, APIs, mobile and web application architecture, as well as experience with payments and identity verification being a plus.
What kind of collaboration is expected from the Enterprise Sales Engineer?
The Enterprise Sales Engineer is expected to work closely with Account Executives, engineering, and product teams, translating prospect feedback into meaningful product insights.
How does the Enterprise Sales Engineer contribute to customer success?
The Enterprise Sales Engineer ensures a successful transition to the post-sale stage of the customer lifecycle and partners with account teams to drive the adoption of new products by existing customers, thus contributing to overall customer success.
What is the significance of having a customer-centric approach in this role?
A strong sense of customer empathy is crucial as it enables the Enterprise Sales Engineer to understand and address customer needs effectively, ensuring tailored solutions that foster long-term relationships and success.