Account Executive (sales to banks, fintechs)

Posted 8 Days Ago
Easy Apply
New York, NY
Hybrid
120K-170K
Senior level
Big Data • Fintech • Information Technology • Payments • Software
Pinwheel is the leading payroll connectivity API company used to securely update direct deposits and access income data.
The Role
The Account Executive drives revenue by hunting for new opportunities, building partnerships, and closing strategic deals in fintech and banking. They will expand market reach, establish relationships with executives, and master sales methodologies, while having a deep understanding of product capabilities.
Summary Generated by Built In
Pinwheel - Building the future of financial services in partnership with the biggest brands

“I love my banking app!” said no one, ever.

Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We’re building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Chime, Cash App, Credit Karma, American Express, Discover, Intuit, Acorns, Visa and more. 

If you’re excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. 

If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. 

If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you! 

Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more.

Who are we looking for?

We’re looking for a scrappy, high-performing dealmaker with a strong product mindset to join Pinwheel as we enter Phase 2 of our growth journey. In this role, you won’t just be maintaining accounts—you’ll be hunting for new opportunities, identifying key decision-makers at top financial institutions, credit unions, and fintechs, and driving revenue growth with precision and tenacity. Your deep understanding of our product and its technical capabilities will enable you to craft solutions that resonate with client needs. Your impact will be felt across the company as you help shape our sales strategy, mentor your teammates, and expand Pinwheel's enterprise footprint. If you thrive on building from the ground up, closing deals that matter, and connecting product innovation with business growth, this is your opportunity to make a real difference.

  • You are someone who is relentless in your pursuit of your goals and equally resourceful in achieving them, often finding the clever, non-obvious solution to any given problem
  • You thrive in situations where the answer is unclear, things aren’t working right, and the path to achieving success seems really hard because you take pride in overcoming hard things
  • You are able to quickly synthesize a lot of information and data and come up with an action plan to direct yourself and those around you to success
  • You regularly spend time figuring out how to improve yourself and your skills in your personal pursuit of greatness, however you define it
  • Whenever you encounter a problem, you dig unreasonably deep to figure out the underlying root causes and mechanics before you move towards a solution
What will you be doing?

Drive Revenue with Purpose:

  • Consistently meet or exceed your 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.

Expand Pinwheel's Market Reach:

  • Break into both fintech disruptors, established financial institutions, and credit unions 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.

Build Meaningful Relationships:

  • Establish trusted partnerships with C-level executives and key decision-makers.
  • Collaborate with our Sales Engineering, Customer Success, and Legal teams to keep deals moving forward seamlessly.

Master the Pinwheel Way:

  • 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 90 days or less.

Be the Market Expert:

  • 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.
What experience, skills, and qualifications are necessary?
  • 5+ 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 $80K+ 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, structured sales methodologies (MEDDICC, Challenger, etc.), and new AI tools transforming the sales tech stack.
  • Comfortable working onsite 3 days/week at our NYC HQ

Why join Pinwheel?

Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company.
Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey.
Build something revolutionary - Help build the products on the bleeding edge of financial services!
Benefits included:

  • Great compensation & equity packages
  • Full medical, dental, and vision benefits
  • Life & short-term disability insurance
  • Unlimited vacation
  • Paid parental leave
  • 401K for retirement planning
  • Mentorship opportunities
  • Free Citibike membership
  • Pet friendly offices and Zoom spaces

Pinwheel believes in rewarding high performance. Total compensation includes salary, equity, and benefits, designed to be competitive with market benchmarks for top enterprise sales talent. When creating an offer, we consider interview performance, candidate experience, external market competitiveness, and internal equity in thoughtfully assessing compensation.

Base salary: $120,000 - $170,000
OTE (On-Target Earnings): $240,000 - $340,000


Diversity & Inclusion at Pinwheel

At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.


Top Skills

Ai Tools
Sales Engagement Platforms
Salesforce
Structured Sales Methodologies
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The Company
HQ: New York, NY
50 Employees
Year Founded: 2018

What We Do

More than half of Americans have a poor credit score or no score at all. Since most institutions rely on traditional credit scoring to assess risk, that means these people can't access affordable products. Instead, they resort to high-interest credit cards, payday loans, and trigger overdraft fees to make ends meet — which ultimately push them into deeper cycles of debt.

Pinwheel provides an API platform that makes it easy to connect payroll accounts like ADP and Gusto to any app. By unlocking the wealth of identity, income and employment data that sits in these systems, alongside direct access to paychecks, we can help innovators build the next generation of products that increase access for the underserved while improving the businesses of our partner fintechs, banks, and lenders.

Why Work With Us

Join us in our commitment to providing consumers with essential activation and lifecycle experiences that empower them to enhance their financial well-being. We're seeking individuals like you to help shape the future of fintech with us.

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