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Plaid

Sales Engineer – Regulated Industries

Plaid

. Serve as the lead technical advisor from discovery through solution design, evaluation, technical win, and post-sale handoff .

Posted 10/22/2026full-timeSan Francisco • California • United StatesSeniorLead💰 $196,800 - $322,800 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in technical selling and solutions engineering within regulated industries, with a strong focus on API and web/mobile architecture. Capable of leading complex evaluations, building reusable technical assets, and fostering collaboration across multiple stakeholders.

Highest-signal resume keywords
Technical Selling ExperienceSolutions EngineeringAPI Architecture KnowledgeRegulated Industry ExperienceCustomer Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Technical EvaluationSolution DesignIntegration GuidanceDemo BuildingArchitecture DesignRFI/RFP ManagementPayments WorkflowsFraud WorkflowsAccount VerificationOnboarding Workflows
Soft Skills
Customer EmpathyDiscovery SkillsCommunication SkillsJudgmentAbility to Navigate Ambiguity
Tools & Technologies
APIWeb ArchitectureMobile ArchitectureHealthcare PlatformsRCM SystemsEHR Systems
Industry Keywords
Public SectorHealthcareEducationUtilitiesFintechPaymentsIdentity VerificationFraud PreventionCompliancePrivacy

About the role

Key responsibilities & impact
  • 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 proofs of concept, defining success criteria, diagnosing gaps, and guiding integration tradeoffs
  • Surface product, privacy, security, and compliance requirements early and coordinate specialist reviews
  • Build reusable solution guides, reference architectures, and enablement for partner integrations and downstream adoption
  • Shape vertical strategy and product feedback with Sales, Product, Partnerships, and Marketing
  • Partner with Implementation and the broader Sales Engineering team on handoffs, adoption, and shared best practices
  • Serve Public Sector, Education, Healthcare and Life Sciences, and Utilities markets

Requirements

What you’ll need
  • 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 AEs 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
  • 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
  • Willing and able to travel up to 25% of the time
  • Nice to have: fintech/payments, identity, fraud, or income-verification experience
  • Nice to have: familiarity with public-sector procurement, systems integrators, or healthcare platforms such as RCM and EHR systems

Benefits

Comp & perks
  • Equity
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Comprehensive benefit plan
  • Up to 25% travel opportunity