Presales Solutions Engineer (B2B SaaS) at Pinwheel

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, SaaS, FinTechIndustries

Requirements

3-5 years’ experience in Solutions Engineering or Sales Engineering in a B2B SaaS business
Experience working with customers of varying sizes, including SMB and Enterprise (experience with traditional banks, fintechs, and banking platforms a plus)
Passion for and demonstrated experience in understanding complex systems (APIs, database, etc.), and finding solutions to technical problems
Excellent communication and interpersonal skills and the desire to work in a client-facing role
Demonstrable track record of being scrappy, and finding creative solutions to tough, ambiguous problems

Responsibilities

Serve as the technical point of contact for prospects throughout the sales cycles and conduct detailed product demonstrations
Partner with Account Executives to win strategic deals and drive revenue
Act as a technical consultant to potential clients, addressing their technical queries and concerns, and design specific solutions that meet the needs of customers
Maintain a deep technical understanding of the Pinwheel platform
Help translate prospect feedback into meaningful product insights. Operate cross-functionally to drive customer requests and competitive product ideas, ensuring Pinwheel is a best-in-class platform
Scope and execute proof of concept projects in conjunction with the customer success team, ensuring clear alignment with customers on success criteria and driving toward successful outcomes
Act as the primary owner of RFP responses
Partner with internal teams on security due diligence for late-stage deals

Skills

Key technologies and capabilities for this role

APIsProduct DemonstrationsSales EngineeringTechnical ConsultingSaaSB2BFinancial ServicesCustomer PartneringImplementationRevenue Driving

Questions & Answers

Common questions about this position

Is this role remote or in-office?

This is a hybrid role requiring 3 days per week in the NYC office.

What experience is required for this Solutions Engineer role?

Candidates need 3-5 years’ experience in Solutions Engineering or Sales Engineering in a B2B SaaS business, plus experience working with customers of varying sizes including SMB and Enterprise.

What is the salary or compensation for this position?

This information is not specified in the job description.

What is the company culture like at Pinwheel?

Pinwheel has a scrappy, hustling team obsessed with defining the future of financial services, building products alongside big brands, and impacting hundreds of millions of consumers.

What makes a strong candidate for this Presales Solutions Engineer role?

Strong candidates thrive at the intersection of APIs and business needs, love diving into technical puzzles, partnering with customers and sales to win deals, and have 3-5 years in B2B SaaS solutions engineering.

Pinwheel

Financial technology platform for automating deposits

About Pinwheel

Pinwheel provides a platform that simplifies financial processes for banks, lenders, and cryptocurrency companies. Its main product, Deposit Switch, automates the switching of direct deposits, allowing clients to become the primary financial institution for their customers, which can lead to increased profitability. The platform also offers insights into customer earnings from payroll and attendance systems, enabling tailored financial products. Additionally, Pinwheel automates tax form retrieval and income verification, helping clients manage lending risks and improve underwriting. Unlike competitors, Pinwheel focuses on automating manual tasks and providing actionable insights to enhance financial health. The goal is to improve the financial services experience for both clients and their customers.

New York City, New YorkHeadquarters

2018Year Founded

$74.9MTotal Funding

SERIES_BCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Unlimited Paid Time Off

Paid Parental Leave

401(k) Retirement Plan

Mentorship Program

Pet Insurance

Risks

Increased competition from Plaid could lead to pricing pressure and reduced market share.

Rapid expansion and significant funding rounds may lead to overvaluation and strategic missteps.

Launch of Smart Branch may face adoption challenges with traditional banks.

Differentiation

Pinwheel is the only provider CRA compliant with the Fair Credit Reporting Act.

Pinwheel connects to over 1,400 payroll platforms, covering 80% of US paycheck recipients.

Pinwheel's Deposit Switch product automates direct deposit switching, increasing customer lifetime value.

Upsides

Growing interest in consumer-permissioned data access aligns with Pinwheel's business model.

Rising adoption of digital banking solutions benefits Pinwheel's partnerships with platforms like Lumin Digital.

Expansion of earned wage access services supports Pinwheel's flexible payroll options.

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