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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in technical product leadership within Banking and Wealth sectors, leveraging strong customer-facing experience and consultative selling skills to drive enterprise solutions. Proficient in translating technical requirements into actionable insights while fostering collaboration between sales and engineering teams.
Highest-signal resume keywords
Technical Product LeadershipConsultative SellingCustomer EmpathyAPI IntegrationFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Payments KnowledgeFraud Risk ManagementWeb ServicesAPIsHTTP StandardsREST StandardsMobile App ArchitectureWeb App ArchitectureTechnical AcumenProofs of Concept
Soft Skills
Strong Communication SkillsIntellectual CuriosityProactive Client Management
Industry Keywords
BankingWealth ManagementEnterprise AccountsCustomer MessagingSales Engineering
About the role
Key responsibilities & impact- Serve as the lead technical product lead for Banking and Wealth accounts throughout the sales process
- Partner with Account Executives as the technical lead for Enterprise accounts to design solutions and share best practices
- Demonstrate how Plaid can address prospects’ use cases and technical requirements
- Engage deeply with technical stakeholders to drive alignment and buy-in
- Provide demonstrations, address technical questions, architect implementation solutions, and handle RFP responses
- Take a hands-on role in proofs of concept to identify, diagnose, and rectify performance shortfalls
- Re-evaluate selling assets and processes to enable more efficient and effective customer messaging
- Translate prospect feedback into meaningful product insights with engineering and product teams
- Collaborate with the sales engineering team to increase team knowledge and capabilities
- Transition customers successfully to the post-sale stage and partner with account teams to drive adoption of new products
Requirements
What you’ll need- 7+ years of customer-facing experience selling to large enterprises, including experience in financial services or selling to financial services companies
- Knowledge in payments, fraud, and risk preferred
- Experience combining business experience and technical acumen
- Strong sense of customer empathy
- Consultative selling approach
- Strong communication skills with a confident and proactive approach to client management
- Intellectually curious, with a focus on using AI to scale impact
- Familiarity with web services, APIs, and standards like HTTP and REST
- Understanding of mobile and web app architecture for API integration
- Willing and able to travel up to 25% of the time
- Must work from the Plaid office associated with the role at least 3 days per week
Benefits
Comp & perks- Additional compensation in the form(s) of equity and/or commission
- Comprehensive benefit plan, including medical, dental, vision, and 401(k)
- Reasonable accommodations for candidates with disabilities in the recruiting process