Sr. Account Executive (ICP: banks, fintechs, CUs)

About the role

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.

Responsibilities

• 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

Qualifications

• 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

Skills

• Experience using Salesforce, sales engagement platforms, structured sales methodologies (MEDDICC, Challenger, etc.), and new AI tools transforming the sales tech stack
• Strong customer centricity and product thinking skills

Benefits

• 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
• Mentorship opportunities
• Free Citibike membership
• Pet friendly offices and Zoom spaces

Pay

Total compensation is made up of salary + commission + equity + benefits. The base cash salary range for this role is $120,000 - $150,000 with on‑track total earnings (OTE)