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Solutions Engineer

| Greater NYC Area

Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. Today, hundreds of platforms and millions of end-users rely on Quovo's technology for account aggregation, bank authentication, and ongoing insights to build better financial futures.

A Solutions Engineer is responsible for demonstrating to customers that Quovo’s products and architecture will address their business needs, overcoming all technical objections throughout the sales process, and ensuring a successful transition through the post-sale stage of the customer lifecycle.

Solutions Engineers not only partner with Sales Representatives during the pre-sales process, but also to facilitate interaction between various Quovo stakeholders, inclusive of Product Management, Development, Implementation, Operations, and Marketing. The Solutions Engineer is highly visible externally in the pre and post-sales process, as well as a primary driver for advancement and prioritization of customer/prospect requirements internally. Responsibilities of the Solutions Engineer include:

Discovery

  • Partner with the Sales Team to validate lead qualification (i.e. do they have a problem we can help solve and are they actively seeking to purchase a solution).
  • Work with the Sales Team to elicit the business and technical needs of the customer, including the customer’s own technology as it relates to potential Quovo integration points.
  • Document business and technical needs as solution requirements.

Solution Design and Demonstration

  • Develop the solution/technical sales strategy
  • Prepare demonstrations for specific customer/prospect interactions which articulates how the Quovo solution addresses specific business needs and advances the sale.
  • Train customers on how to implement Quovo. Provide solution design consulting and best practices in areas like user workflows and API calls.
  • Provide day-to-day support on customer POCs (pre-production, pre-sale, limited scope deployments for evaluation purposes).

Transition to implementation and post-sale

  • Identify and document key items (customer requirements) that must be known by implementation/ops in advance of MSA execution
  • Partner with Product Management to scope customizations for feasibility and approval.
  • Partner with the Implementation Team to successfully move the customer through the implementation phase of the customer life-cycle, by facilitating and participating in implementation meetings and collaborating with the internal team around changes/evolutions of the technical solution.

Notes on Experience:

  • Minimum 2 years in B2B SaaS technology in a client-facing role.
  • Experience in financial services a plus.
  • B.S. in Computer Science/Computer Engineering a plus
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Location

In the middle of New York's tech community, Plaid is nestled in the heart of the Flatiron District.

An Insider's view of Plaid

What’s the vibe like in the office?

We have chess boards littered around the office. I'll be sure to get up throughout my day and play a couple moves, but one of the best parts of my day is how engaging and diverse the conversations I have and the connections I get to exercise are. Plaid promotes an open and accepting work environment that makes even Mondays a good day.

Erik

Engineering

How does the company support your career growth?

There is a widespread understanding that everyone wants to continue building out their skill sets to fuel career growth. Managers help facilitate this by enabling their direct reports to pursue their interests and try new things. They also make sure that you’re always a bit out of your comfort zone -- the best way to keep developing.

Hayden

Marketing

What are some social events your company does?

There are always fun events happening at Plaid! We have regular lunch scrambles that are great for getting to know people from other teams, which is especially important since we are growing so fast. Social hour every Thursday is guaranteed to be a great time!

Sasha

Sales

What are Plaid Perks + Benefits

Culture
Eat lunch together
Intracompany committees
Daily stand up
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
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Vision Benefits
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Wellness Programs
Retirement & Stock Options Benefits
401(K)
Company Equity
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Lunch and learns
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