Sr. Account Executive (SaaS) 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

Fintech, Financial ServicesIndustries

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

Key technologies and capabilities for this role

SaaS SalesAccount ManagementDeal ClosingRevenue GrowthProduct KnowledgeSales StrategyHunting New BusinessFintech SalesEnterprise SalesDecision Maker IdentificationMentoring

Questions & Answers

Common questions about this position

What is the compensation structure for this Sr. Account Executive role?

This information is not specified in the job description.

Is this Sr. Account Executive position remote or does it require office work?

This information is not specified in the job description.

What skills and experience are required for this Sr. Account Executive role?

The role requires being a scrappy, high-performing dealmaker with a strong product mindset, deep understanding of the product and its technical capabilities, precision and tenacity in driving revenue growth, and experience building from the ground up and closing deals.

What is the company culture like at Pinwheel?

Pinwheel has a scrappy, hustling team obsessed with defining the future of financial services, focused on building impactful products alongside big brands and scaling rapidly.

What makes a strong candidate for this Sr. Account Executive position?

Strong candidates are scrappy high-performing dealmakers with a product mindset who excel at hunting new opportunities, closing deals with a 25%+ win rate, building C-level relationships, and driving revenue growth while mentoring teammates.

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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