Senior Account Executive, Pinwheel
Sales to Banks and Fintechs
$340-400k
OTE
$170-200k
BASE
+ Equity packages
3 days a week in office
API for payroll connectivity
Be an early applicant
API for payroll connectivity
21-100 employees
Be an early applicant
$340-400k
OTE
$170-200k
BASE
+ Equity packages
3 days a week in office
21-100 employees
Company mission
To help financial institutions win and keep customers by delivering flawless customer experiences.
Role
Who you are
- 8+ 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 $200K+ 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 Thinker
- 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
- Comfortable working onsite 3 days/week at our NYC HQ
What the job involves
- We’re looking for a scrappy, high-performing dealmaker with a strong product mindset to join Pinwheel as we enter Phase 2 of our growth journey
- In this role, you won’t just be maintaining accounts—you’ll be hunting for new opportunities, identifying key decision-makers at top financial institutions 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
- Consistently meet or exceed your quarterly revenue targets as we scale throughout 2025
- 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 both fintech disruptors and established financial institutions within your first six months
- Strategically plan and execute territory initiatives that drive growth and visibility
- Identify and unlock cross-selling opportunities to deepen our impact within existing accounts
- 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
- Deep-dive into our sales methodology and tech stack during your first 90 days
- Keep CRM records precise and up-to-date for clear visibility
- Drive efficient sales cycles, achieving an average of 4 months
- 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 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 & CEO)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.
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