Sr. Account Exec (banking, fintech)

Pinwheel; New York (NY); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Equity packages

Medical, dental, and vision benefits

Unlimited vacation

Paid parental leave

401(k) retirement plan

Pet-friendly offices

Job summary

A leading fintech company in New York is seeking an experienced sales professional to drive revenue growth, establish partnerships, and expand market reach. The ideal candidate has over 8 years of enterprise SaaS sales experience, a proven track record of leading complex sales cycles, and is comfortable working onsite. This role offers a competitive salary and benefits in an innovative environment.

Qualifications

• 8+ years of enterprise SaaS sales in fintech or banking with a consistent track record of exceeding quotas.
• Experience leading and closing $200K+ ACV deals.
• Proven ability to manage complex sales cycles.

Responsibilities

• Meet or exceed quarterly revenue targets throughout 2025.
• Enter fintech disruptors and established financial institutions.
• Establish trusted partnerships with C-level executives.

Skills

Enterprise SaaS sales

Cross-functional team leadership

Customer centricity

Product thinking

Salesforce proficiency

Sales methodologies (MEDDICC, Challenger)

Job description

Pinwheel is building the next generation of financial products with partners like Robinhood, DoorDash, Chime, Cash App, Credit Karma, American Express, Discover, Intuit, Acorns, Visa and more. Accelerate the future of financial services in an AI‑driven world. Join our scrappy, hustling team that defines industry change.

Who we are looking for

A high‑performing dealmaker with a strong product mindset. You will identify decision‑makers at top fintechs, banks, and credit unions, craft tailored solutions, and drive revenue growth. You’ll shape sales strategy, mentor teammates, and extend Pinwheel’s enterprise presence.

What you will be doing

Drive Revenue with Purpose

• Consistently meet or exceed quarterly revenue targets throughout 2025.
• Build and maintain a high‑quality pipeline with opportunities valued at 3x your quota.
• Close deals with a 25%+ win rate.

Expand Pinwheel’s Market Reach

• Enter both fintech disruptors and established financial institutions within six months.
• Plan and execute territorial initiatives that drive growth and visibility.
• Identify and unlock cross‑selling opportunities within existing accounts.

Build Meaningful Relationships

• Establish trusted partnerships with C‑level executives and key decision‑makers.
• Collaborate with Sales Engineering, Customer Success, and Legal teams to move deals forward.

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, aiming for an average of 4 months.

Be the Market Expert

• Stay sharp on industry trends and competitive landscape shifts.
• Share insights with product and marketing teams to fuel smarter strategies.
• Play a key role in shaping sales best practices as we evolve.

Experience, Skills, and Qualifications

• 8+ years of 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.
• Proven ability to lead cross‑functional teams through complex sales cycles, including legal and InfoSec reviews.
• Strong customer centricity and product thinking.
• Demonstrated experience driving sales from zero to first transaction.
• Experience with 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 – build a culture and play a vital role in a small, well‑funded company.
• Be a cultural builder with an active hand in shaping our entrepreneurial journey.
• Build something revolutionary on the bleeding edge of financial services.

Benefits

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

Compensation

Base salary: $140,000 – $180,000
OTE (On‑Target Earnings): $280,000 – $360,000

Diversity & Inclusion

Pinwheel is an equal‑opportunity employer committed to building an environment that embraces diverse backgrounds, experiences, and perspectives. We aim to be an open and supportive place to work.