Account Executive


Confirmed live in the last 24 hours



51-200 employees

Provides income verification and financial solutions

Financial Services
Data & Analytics

Mid, Senior

Remote in USA

Required Skills
  • 3+ years of experience in B2B enterprise level SaaS sales cycles or 5+ years in other sales industry experience
  • Strategic sales track record of negotiating, structuring and executing highly complex agreements
  • Prior experience leading cross-functional teams through the entire sales cycle
  • Strong ability to articulate contractual, technical, and financial value points to customers, including executive leaders
  • Excellent communication and presentation skills with experience presenting to C-level executives
  • Previous experience with banks, fintechs, or other financial institutions is a plus but not required
  • Execute all aspects of the sales experience while building and managing relationships with key decision-makers
  • Run complex sales deals, prescribe the most optimal use cases, and guide customers through every aspect of the procurement process (including regulatory, information security, and compliance) from initial contact to close
  • Prospect for new clients, identify key stakeholders and pain points, build and deliver product presentations, and develop sales presentations + proposals
  • Develop a keen understanding of the Pinwheel product, the financial services market, and our customers’ needs
  • Partner closely with Solutions, Data, Product, Marketing, and Legal to deliver an exceptional customer experience and maximize revenue

Working at Pinwheel offers a unique opportunity to be at the forefront of income data technology, enhancing financial inclusivity and equity. The company's dedication to developing advanced data processing and verification methods positions it as a leader in creating more transparent and accessible financial services. This focus not only drives industry innovation but also fosters a culture of commitment to making a significant social impact.

Company Stage

Series B

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth