SaaS Sr. Account Executive (banking, fintech) at Pinwheel

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, FintechIndustries

Requirements

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, structure

Responsibilities

Consistently meet or exceed 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 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

Skills

SaaS Sales

Account Management

Deal Closing

Revenue Growth

Product Knowledge

Financial Services

Fintech

Hunting New Business

Decision Maker Identification

Sales Strategy

Mentoring

Enterprise Sales

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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