Senior Account Executive, Pinwheel
Sales to Financial Institutions, Fintechs, Credit Unions
$240-300k
OTE
$120-150k
BASE
+ equity
API for payroll connectivity
Be an early applicant
API for payroll connectivity
21-100 employees
Be an early applicant
$240-300k
OTE
$120-150k
BASE
+ equity
21-100 employees
Company mission
To help financial institutions win and keep customers by delivering flawless customer experiences.
Role
Who you are
- We’re looking for a scrappy, high-performing dealmaker with a strong product mindset to join Pinwheel as a Sr. Account Executive
- 5+ years of experience in enterprise SaaS sales in fintech or banking with a consistent track record of exceeding quotas and driving strategic deals
- Experience leading and closing $80K+ ACV deals with executive stakeholders across business, product, legal, compliance, InfoSec, and marketing
- Demonstrated ability to lead cross-functional teams through complex sales cycles, including legal and InfoSec reviews
- Strong customer centricity and product thinking skills
- Proven experience in driving sales from zero to first transaction
- Experience using Salesforce, sales engagement platforms, structured sales methodologies (MEDDICC, Challenger, etc.), and new AI tools transforming the sales tech stack
What the job involves
- In this role, you’ll be hunting for new opportunities, identifying key decision-makers at top financial institutions, credit unions, and fintechs, and driving revenue growth with precision and tenacity
- Your deep understanding of our product and its technical capabilities will enable you to craft solutions that resonate with client needs. Your impact will be felt across the company as you help shape our sales strategy, mentor your teammates, and expand Pinwheel's enterprise footprint
- If you thrive on building from the ground up, closing deals that matter, and connecting product innovation with business growth, this is your opportunity to make a real difference
- You are someone who is relentless in your pursuit of your goals and equally resourceful in achieving them, often finding the clever, non-obvious solution to any given problem
- You thrive in situations where the answer is unclear, things aren’t working right, and the path to achieving success seems challenging because you take pride in overcoming challenges
- You are able to quickly synthesize a lot of information and come up with an action plan to direct yourself and those around you to success
- You regularly spend time figuring out how to improve yourself and your skills
- Consistently meet or exceed your quarterly revenue targets as we scale
- Build and maintain a high-quality pipeline with opportunities valued at 3x your quota
- Close deals with confidence, maintaining a 25% or higher win rate
- Break into fintech disruptors, established financial institutions, and credit unions within your first six months
- Strategically plan and execute territory initiatives that drive growth and visibility
- Establish trusted partnerships with C-level executives and key decision-makers
- Collaborate with our Sales Engineering, Customer Success, and Legal teams to keep deals moving forward seamlessly
- Stay sharp on industry trends and shifts in the competitive landscape
- Share insights with product and marketing teams to fuel smarter strategies
- Play a key role in shaping sales best practices as we continue to evolve
Our take
Pinwheel builds an API that helps Neobanks access and modify their customers' payroll services. It's primarily focused on enabling easy direct-deposit switches in order to promote a fairer financial system for all.
Pinwheel is laser-focused on perfecting UX and product integration in this area, which has won the company coverage of over 70% of paid Americans, and nearly half of all Neobank direct-deposit switches. This secure market position will help it comfortably expand its client services into other API offerings like income verification.
As the US begins to competitively adopt the Open Banking methods already popular in the EU, Pinwheel has made some strategic partnerships, including Lumin Digital, Visa and Bankjoy. These collaborations are driving increased account activation and deposit growth for financial institutions, positioning Pinwheel as a key player in Open Banking methods.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jan 2022
$50m
SERIES B
Jun 2021
$20m
SERIES A
Total funding: $77m
Company benefits
- Full medical, dental, and vision benefits
- 401K for retirement planning
- Paid parental leave
- Unlimited PTO
- Mentorship opportunities
- Free Citibike membership
- Team building initiatives
- Free mental health support
- Pet-friendly and snack-stocked office
- Pre-tax commuter benefits
- Hybrid-first work model
Company HQ
Kips Bay, New York, NY
Leadership
Kurtis Lin
(Co-Founder & Executive Chair)Having studied at the University of California, Kurtis worked for UBS for a year before roles at Idean and Luxe as a General Manager for 2 years. After a year as Head of Business Operations at Volvo, he co-founded Pinwheel in July 2018, where he has served as CEO since.
Jamieson Rice
(CEO)Previously CFO at Pinwheel, was the Founder & CEO at Vlaris, Board Director at The H Hub and was a Manager at Bain & Company.
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