Client Engineer
Plaid
Description of the role
- You will act as the primary technical point of contact for a portfolio of Enterprise and Strategic clients and prospects.
- You will independently lead technical projects from discovery through implementation and post-launch support.
- You will guide clients through API integrations, troubleshoot technical challenges, and resolve escalations.
- You will collaborate with cross-functional teams, including Product and Engineering, to deliver innovative solutions.
- You will build strong relationships with client Product, Engineering, and C-Suite stakeholders.
- You will design and execute scalable technical strategies that maximize client success and adoption.
- You will proactively contribute to building processes and establishing best practices for the client engineering function.
Responsibilities
- Own the technical relationship and solution design for assigned Enterprise and Strategic clients and prospects.
- Lead client onboarding and ensure successful API implementations and integrations.
- Proactively troubleshoot and resolve technical challenges with minimal guidance.
- Provide technical guidance during the pre-sales process, including solution design and scoping.
- Conduct technical workshops and architecture reviews with client engineering teams.
- Partner closely with Sales and Account Management on commercial negotiations and strategic client engagements.
- Contribute to process improvements and documentation to establish scalable client engineering practices.
- Act as a trusted technical advisor by identifying opportunities to enhance client adoption and engagement.
- Provide feedback to internal teams to drive product improvements and innovation.
Qualifications
- 5+ years of experience in a client engineering, sales engineering, solution consulting, or technical customer-facing role.
- Strong understanding of APIs, technical integrations, and the ability to guide clients through implementation processes.
- Proven track record of independently managing technical projects with minimal supervision.
- Excellent executive-level communication skills (written and verbal) for translating technical concepts into business outcomes.
- Strong troubleshooting and problem-solving abilities, including root cause analysis and resolution of complex technical issues.
- Ability to build and maintain relationships with both technical and non-technical stakeholders.
- Experience in working cross-functionally with Engineering, Product, and other teams to deliver client solutions.
- Familiarity with financial services, open banking, or payments infrastructure.
- Experience with SQL for querying data and troubleshooting customer issues.
- Previous experience in a high-growth, SaaS environment.
- Exposure to contract negotiation or pre-sales technical support.
- Experience conducting technical workshops or architecture reviews with enterprise clients.
- Familiarity with technical project management methodologies (Agile/Scrum).