
Plaid · Remote United States
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...
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 Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise and drive
Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process. You’ll work closely with our Enterprise
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 have significant knowledge of the Fintech ecosystem and a deep
understanding of how clients can best utilize Plaid.
Responsibilities
requirements. Specifically, to design solutions and share best practices throughout the sales process
thorough and expedient manner
performance shortfalls
Requirements
customer recommendations.
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 accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a
comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to)
scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject
to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Retire the ERP. Light exists to replace factory-era ERPs with software that feels alive. Our Smart Financial Platform gives modern, global companies superpowers—automated accounting, real-time reporting, and financial flows that move at the speed of the business. We build with our customers, ship fast, and obsess over craft. In a short time, Light has gone from idea to the operating core for leading companies like Lovable, Legora, and Keyshot. People don’t just use Light—they enjoy it. We’re an early team defining a new software category. Think engineers who love debits and credits, designers who care about reconciliation states, and operators who treat finance as a product. If you’re excited to modernize how the world runs money—one workflow at a time—you’re in the right place. Backed by world-class investors and advised by industry titans, we’re building category-defining products with the freedom to ship ambitiously and own outcomes. Come help us make Light the global default for next-gen finance. This Solutions Engineer role * Leading technical pre-sales activities for multinational clients evaluating Light’s platform, especially firms replacing or augmenting legacy ERPs. * Running product & technical demos that showcase how Light addresses complex finance workflows, system integrations, and scale. * Deep collaboration with prospects’ technical and finance stakeholders to understand current systems, data flows, and pain points. * Designing and proposing architecture & implementation plans that map to client needs, ensuring feasibility and scalability. * Supporting RFPs and responding to technical questions, clarifying how existing or custom integrations will work. How you fit into the team Your main mission is to translate complex customer requirements into compelling technical solutions — helping both clients and Light see how the platform delivers. You will act as a bridge between sales, product, engineering, implementation and customers. You’ll need strong presentation skills, deep ERP domain knowledge, and the ability to simplify complexity. This is a highly visible, client-facing role with direct responsibility for helping close deals and ensuring technical alignment early. Your qualifications: * Bachelor’s degree in Accounting or equivalent experience. * 3+ years’ experience as a Solutions Engineer/Pre-Sales Engineer in an ERP/FMS context (vendor-side preferred). * Deep understanding of ERP implementation projects: data migrations, integrations, customisations, modules (finance, supply chain, etc.). * Excellent technical demo and presentation skills: able to clearly articulate system architecture, APIs, integration points, and trade-offs. * Strong relationship building skills: able to engage with finance leaders. * Hands-on experience with at least one major ERP system (e.g. NetSuite, Oracle, SAP) and familiarity with cloud-based systems. * Able to think strategically and practically: balancing customer requirements, technical constraints, and Light’s product roadmap. * Practical experience using AI or emerging technology tools to improve productivity, insight, or decision-making, with the ability to apply first-principles thinking to new problems. Bonus points * Experience in SaaS / FinTech industry, especially working with multi-entity financial operations or global accounting standards. * Prior experience migrating customers from legacy ERPs to newer cloud financial platforms. * Knowledge of SQL or Python. * Experience with data transformation, ETL, or data modelling. * Familiarity with API-based integrations or middleware tools. * Multi-region implementation experience (e.g. EMEA + US) or working across different regulatory / tax environments. A few tips to stand out * Share examples of complex technical pre-sales / solution engineering projects you’ve led. * Demonstrate how you think about integrations, data migrations, scalability, and managing technical risk. * Be ready to explain how you build trust with both business and technical stakeholders in prospective client organisations. * Show a good intuition for when to push for product changes vs using what’s already there. The good stuff In addition to being part of a great team and working in a really fun and innovative environment, we offer: 💸 Competitive salary + potential stock options 🏝 Generous package of paid annual leave + public holidays in your country 🥳 Regular socials and company Starsite off-sites 🚀 A huge opportunity for career growth as you will help shape a market-defining product. Final words Working at Light means you’re embarking on an exciting journey to reshape the future of multinational financial operations. Our cheat code is that we’ve built something like this before — and are now doing it again, only better. Our goal is to make global finance effortless and empower companies to make informed decisions. Join the rocket ship while it is taking off 🚀
Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The UK&I Solutions Engineering team guides Okta customers through their entire journey, from initial engagement to upsell and cross-sell, using their expertise in presentations, events, and meetings to ensure customers drive maximum value from our platform. We are looking for great teammates that can build sales presentations, product demonstrations, and educate customers (everyone from developers to product managers to C-level executives) on Identity Security. Okta’s Solutions Engineers empathise with customers and quickly discern their true technical needs by asking detailed and clarifying questions and presenting solutions that target those needs. You have the rare combination of technical savviness and business insight and you’re looking for a career where you can utilise both. As a Solutions Engineer at Okta, you will hone each of these skills by advising a diverse set of customers on what is possible using Okta’s Identity Platform. What you’ll be doing: * Involved in all stages of the customer’s sales lifecycle in the role of trusted technical advisor. * Building sales presentations, product demonstrations, and educate customers (everyone from developers to product managers to C-level executives) on the best ways to secure identity. * Empathise with customers and quickly discern their true technical needs by asking detailed and clarifying questions and presenting solutions that target those needs. * Using your technical savviness and business insights, you will hone each of these skills by advising a diverse set of customers on what is possible using Okta’s Identity Platform What you’ll bring to the role: * A passion to serve the customer, with experience working within PreSales (e.g. Sales Engineer, Solutions Engineer, PreSales Consultant) * An ability to quickly communicate complex ideas around a technical topic, ideally on the fly at a whiteboard * Knowledge of and/or experience with at least one standard network security protocol (eg. OIDC, OAuth2, SAML, LDAP) * Knowledge of and/or experience in identity governance and administration (IGA): identity lifecycle management, access reviews, role-based access control (RBAC), and policy enforcement * Knowledge of and/or experience in Privilege Access Management (PAM): familiarity with concepts such as least privilege, just-in-time (JIT) access, session monitoring, and vaulting privileged credentials to secure critical assets * An understanding of core security concerns within a typical application (password hashing, SSL/TLS, encryption at rest, XSS, XSRF) * An understanding of sales methodologies and best practice, including awareness of MEDDPICCC * Experience working with Large Enterprise and/or Strategic sectors * Excellent communication skills and an ability to articulate business value * An ability to disperse knowledge to a highly skilled and experienced audience. * Enjoy travel and meeting customers * Enjoy collaborating with cross functional teams to drive success And extra credit if you have experience in any of the following! * Experience with Identity & Access Management, Single Sign-on and API-based solutions * Bachelor's degree in Engineering, Computer Science, MIS or a comparable field * Software Developer experience #LI-Hybrid #LI-JP3 P9307_3402396 Below is the annual salary range for candidates located in the United Kingdom. Your actual salary will depend on factors such as your skills, qualifications, and experience. In addition, Okta offers equity (where applicable), bonus, and comprehensive healthcare coverage and financial benefits including paid time off and parental leave in accordance with our applicable plans and policies. To learn more about our Total Rewards program, please visit: https://rewards.okta.com/gbr. The annual base salary range for this position for candidates located in the United Kingdom is between: £108,000—£160,000 GBP The Okta Experience * Supporting Your Well-Being * Driving Social Impact * Developing Talent and Fostering Connection + Community We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one. Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation. Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.
Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. Okta is The World’s Identity Company. We free everyone to safely use any technology anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, putting Identity at the heart of business security and growth. At Okta, we celebratea a variety of perspectives and experiences. We are not looking for someone who checks every single box—we’re looking for lifelong learners and people who can make us better with their unique experiences. ABOUT THE ROLE The Technology Data and Intelligence (TDI) team at Okta is dedicated to boosting internal efficiency through the implementation of secure, scalable, and innovative systems. We are seeking an independent Senior Software Engineer to join our formed Sales and Partners Technology Team. In this role, you will be the technical anchor for our partner ecosystem technology. You will balance core software engineering excellence (API design, code quality, security) with deep specialization in our Partner Relationship Management (PRM) platform, IMPartner. Your primary focus will be on maintaining, enhancing, and expanding the capabilities of the IMPartner platform and ensuring its seamless, secure integration with Salesforce. Requirements: * Solution Design and Architecture: Architect and design secure, scalable solutions by translating complex business requirements into technical specifications and solution designs that leverage the IMPartner platform's capabilities and its necessary integration points with Salesforce. Deep focus on the Partners and PRM domain.Collaborate with technical teams to design and implement integrations between Salesforce, Okta’s Partner portals, partner portal tenant, and other cross-functional downstream systems to ensure a seamless data flow (ex. for partner account and contact, accreditation and certification, partner badges, program benefit administration, deal registration and partner program performance and pipeline visibility, etc.). * Technical Implementation: Lead the translation of user stories into robust, scalable technical designs. Responsible for the end-to-end execution of features, ensuring alignment with organizational standards. * Quality Assurance and Testing: Ensure 100% unit test coverage for all new logic. Build and maintain an automated test regression suite to minimize manual overhead and proactively identify regressions. * Code and Peer Mentorship: Conduct thorough Pull Request (PR) reviews, providing constructive feedback to junior and mid-level developers to maintain code quality and consistency. * Deployment and Release Support: Manage the deployment cycle, including documenting all changes, securing necessary Jira approvals, resolving environment-specific test issues, and performing final validation in Production. * Global Collaboration & Ownership: Demonstrated strong ownership and the ability to communicate effectively and collaborate seamlessly with cross-functional, global teams and stakeholders. Required Qualifications * Extensive knowledge of PRM platforms with (proven experience in IMPartner is a big plus) * Salesforce Development Expertise (5+ years): Proven proficiency in Salesforce development, including Apex, Process/Flow Automations, and Lightning Web Components (LWC). * Software Development Acumen (1-2 years): background in general software engineering principles, with experience in either Java, Python, or JavaScript. * Domain Specific Knowledge: In-depth knowledge and practical experience within the Sales and Partners ecosystem, specifically around partner lifecycle management, deal registration, and incentive programs. * Advanced AI Agent Frameworks & Data Processing: Expertise in modern AI agent or agentforce frameworks, orchestration techniques, Retrieval-Augmented Generation (RAG) pipelines, and advanced vector search methodologies. * CI/CD Pipeline Proficiency: Hands-on experience with continuous integration and continuous deployment (CI/CD) pipelines * Secure Salesforce Solution Development: Deep understanding and practical application of Salesforce security features, adherence to data privacy regulations, and implementation of best practices for secure solution development. * Communication, & Problem-Solving: Possesses excellent communication and robust problem-solving abilities. Capable of independently driving technical direction, mentoring team members, fostering collaboration, and effectively managing all project aspects. Preferred Qualifications (Extra Credit) * Official IMPartner trainings are a plus * Salesforce certifications, such as Platform Developer I/II, Application Architect, or Technical Architect. * Previous work in a high-growth, SaaS, fast-paced technology company. WHY JOIN THE TDI SALES AND PARTNER TECHNOLOGY? You won't just be "maintaining a tool." You will be building the technical engine that drives Okta’s global partner strategy. You will work in a "standard" engineering environment (Jira, GitHub, Code Reviews) but with the unique challenge of orchestrating a world-class Partner Experience platform working directly with the Global Partner Program and Experience team. #LI-Remote P25184_3451424 Below is the annual salary range for candidates located in Poland. Your actual salary will depend on factors such as your skills, qualifications, and experience. In addition, Okta offers equity (where applicable), bonus, and comprehensive healthcare coverage and financial benefits including paid time off and parental leave in accordance with our applicable plans and policies. To learn more about our Total Rewards program, please visit: https://rewards.okta.com/pol. The annual base salary range for this position for candidates located in Poland is between: 225 000 zł—330 000 zł PLN The Okta Experience * Supporting Your Well-Being * Driving Social Impact * Developing Talent and Fostering Connection + Community We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one. Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation. Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.