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Pinwheel

Automates direct-deposit switching and income verification

Strategic Account Executive - ICP: banks, Fintechs, Cus

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • At least 5 years of enterprise software-as-a-service sales experience in fintech or banking, with a consistent record of exceeding quotas and driving strategic deals.
  • Experience leading and closing deals with an annual contract value of at least $80,000 and executive stakeholders across business, product, legal, compliance, information security, and marketing.
  • Ability to lead cross-functional teams through complex sales cycles, including legal and information security reviews.
  • Strong customer-centricity and product-thinking skills.
  • Proven experience driving sales from zero to the first transaction.
  • Experience using Salesforce, sales engagement platforms, structured sales methodologies such as MEDDICC or Challenger, and emerging artificial intelligence tools for the sales technology stack.

Responsibilities

  • Consistently meet or exceed quarterly revenue targets as the company scales.
  • Build and maintain a high-quality pipeline with opportunities valued at three times the quota.
  • Close deals while maintaining a win rate of at least 25%.
  • Break into fintech disruptors, established financial institutions, and credit unions within the 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 Sales Engineering, Customer Success, and Legal teams to advance deals.
  • Stay informed about industry trends and changes in the competitive landscape.
  • Share insights with product and marketing teams to inform strategy.
  • Help shape sales best practices as the company evolves.

About the Company

Pinwheel

Automates direct-deposit switching and income verification

Pinwheel provides a fintech platform that automates financial workflows for banks, lenders, and crypto companies through APIs. It integrates with payroll, HR, tax, and time-tracking systems to automate tasks like Deposit Switch, tax form retrieval, and income verification, and it offers dashboards and data for underwriting and onboarding. It differentiates itself by combining payroll, tax, and employment data with automated processes in one platform to improve underwriting, risk management, and customer retention. Its goal is to help financial institutions become the primary financial partner for their customers by streamlining back-office tasks and increasing customer lifetime value.

Company size
51-200
Company stage
Series B
Total funding
$77M
Headquarters
New York City, New York
Founded
2018

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