Strategic Account Executive (ICP: banks, fintechs, CUs)

Pinwheel; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Great compensation & equity packages

Full medical, dental, and vision benef

401K for retirement planning

Paid parental leave

Flexible PTO policy

Pet friendly offices

Job summary

Pinwheel in New York City is seeking a Strategic Account Executive to drive enterprise SaaS deals with banks, fintechs, and credit unions. You will own the full sales cycle, craft tailored solutions, and partner with product and legal to move complex opportunities to close.

You will build a scalable pipeline, engage C-level executives, and contribute to Pinwheel's growth as we broaden our enterprise footprint with top financial brands and a product mindset focused on customer value.

Qualifications

• 5+ years of enterprise SaaS sales in fintech or banking with a 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.
• Proven ability to lead cross-functional teams through complex sales cycles, including legal and InfoSec reviews.
• Strong customer centricity and product thinking skills.
• Experience using Salesforce and modern sales tools; familiarity with MEDDICC/Challenger is a plus.

Responsibilities

• Meet or exceed quarterly revenue targets as we scale.
• Build and maintain a high-quality pipeline with opportunities valued at 3x quota.
• Close deals with a win rate of 25% or higher.
• Break into fintech disruptors, banks, and credit unions within six months.
• Strategically plan territory initiatives to drive growth and visibility.
• Establish trusted partnerships with C-level executives and key decision-makers.
• Collaborate with Sales Eng., Customer Success, and Legal to move deals forward.

Skills

Enterprise SaaS sales

Fintech/banking domain knowledge

Executive stakeholder engagement

Strategic deal closing

Cross-functional collaboration

Forecasting and pipeline management

Tools

Salesforce

Sales engagement platforms

MEDDICC

Challenger sales

AI sales tools

Job description

Strategic Account Executive (ICP: banks, fintechs, CUs)

New York City, NY

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 a Sr. Account Executive. In this role, 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 challenging because you take pride in overcoming challenges
• You are able to quickly synthesize a lot of information 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

What will you be doing?

• Consistently meet or exceed your quarterly revenue targets as we scale
• 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 fintech disruptors, established financial institutions, and credit unions within your 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 our Sales Engineering, Customer Success, and Legal teams to keep deals moving forward seamlessly
• 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 qualifications are we looking for?

• 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 thinking skills
• 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

For this role, total compensation is made up of salary + commission + equity + benefits. We recruit motivated and high performing talent, and work to compensate people in line with the value they can bring to the organization in delivering outsized results. The talent market is competitive, and maintaining our ability to recruit and retain the best team possible is a top priority for Pinwheel. When creating an offer, we consider interview performance, candidate experience, external market competitiveness, and internal equity in thoughtfully assessing compensation. The base cash salary range for this role is $120,000 - $150,000 with on track total earnings (OTE) of $240,000 - $300,000.

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
• Flexible PTO policy that prioritizes recharge and balance
• Paid parental leave
• 401K for retirement planning
• Free Citibike membership
• Pet friendly offices and Zoom spaces

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.

As set forth in Pinwheel’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.