--- title: 'Sr. Fintech Account Executive at Pinwheel' canonical: 'https://feeny.ai/job/sr-fintech-account-executive-pinwheel-new-york-dmgt3gvefsc7' type: 'job' last_seen: '2026-09-11' --- # Sr. Fintech Account Executive at Pinwheel - **Company:** Pinwheel - **Location:** New York, NY - **Posted:** 2026-09-10 - **Last confirmed live:** 2026-09-11 - **Apply:** https://job-boards.greenhouse.io/pinwheelapi/jobs/7991328003 ## Job description 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 - Mentorship opportunities - 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. ## About Pinwheel ## Company Overview - **One-liner**: Pinwheel provides an API platform that connects payroll systems to financial applications, enabling banks and lenders to offer seamless direct deposit switching, income verification, and account activation. - **Entity Type**: Private (Series B – $50M round led by Notable Capital, raising total $77M) - **Headquarters**: New York, New York, United States - **Founded**: 2018 - **Founders**: Anish Basu, Curtis Lee, Kurt Lin ## Core Business - **Primary industry**: Fintech / Payroll Connectivity / Banking Infrastructure - **Target customers**: B2B – primarily U.S. banks, credit unions, neobanks, lenders, and other financial institutions - **Mission statement**: “To help financial institutions win and keep customers by delivering flawless customer experiences” and “create a fairer financial system for all.” ## Products & Services - **Deposit Switch (Pinwheel Prime)**: API that lets consumers easily switch direct deposit to a new account with a credential‑less, two‑click experience – claimed to deliver **2x better conversion** than legacy solutions. - **Bill Switch**: Automatically identifies and switches recurring bill payments to a new account – **50% of identified bills are switched within 45 days**. - **Direct Deposit Allocations**: Enables splitting direct deposit across multiple accounts. - **Income Verification (Verify)**: Provides lenders with real‑time, source‑of‑truth income data from payroll systems. - **Connected Accounts**: Ongoing, permissioned access to external income, investment, and payments data for customer insight and lifecycle management. All products are delivered as **API‑first** (SaaS platform) and cover **100% of major U.S. payroll platforms**. ## Market Standing - **Valuation / Market Cap**: Not publicly disclosed - **Key Metric**: **$2.0M annual revenue** (LinkedIn estimate); **$77M total funding** raised across four rounds (Seed, Series A, Series B) - **Notable Investors/Partners**: Coatue, Notable Capital (formerly GGV), American Express, Indeed, First Round Capital, Upfront Ventures - **Growth Signals**: - Over **10M transactions** processed and **$10B in deposits** processed - **80%** more accurate auto‑detection of recurring bills vs. alternatives - **30%** more deposit switches than any other provider - Powers the top digital banking experiences for major banks - Expanded into earned wage access and other use cases in 2023 ## Competitive Advantages - **Proprietary payroll network** – covers all major U.S. payroll providers, enabling a credential‑less switch (no login/password for most users) - **First‑mover advantage** – launched the industry’s first API for payroll in 2018, now accounts for over half of all deposit switches in the neobank market - **Data moat** – deep integration with payroll systems provides unique, real‑time income verification and customer engagement data that competitors struggle to replicate - **High switching stickiness** – once a bank integrates Pinwheel, the cost and complexity of replacing it are significant ## Strategic Focus - Deepening **account activation and lifecycle management** for financial institutions - Expanding into **earned wage access** and additional use cases that leverage payroll connectivity - Maintaining **100% payroll platform coverage** and improving conversion rates through new features like PreMatch - Helping banks achieve “primacy” (being the primary account for customers) to increase lifetime value ## Why Work Here - **Hybrid model** – in‑office presence in New York (pet-friendly, snack-stocked) with flexibility - **Competitive compensation** – “top‑of‑market” plus equity packages - **Benefits**: full medical/dental/vision, 401K, paid parental leave, flexible PTO + winter break, annual learning & development stipend, free Citibike membership, pre‑tax commuter benefits, mental health support - **Engineering culture**: innovative, mission‑driven team building transformative fintech products; interview process includes a take‑home case study and virtual on‑site with executives - **Small, focused team** (~52 employees) – offers significant ownership and impact; current open roles include Backend Engineer, Senior Backend Engineer, and SDR - **Growth trajectory** – despite recent slight headcount reduction, the company is still actively hiring and backed by top‑tier investors ## Sources 1. [Pinwheel Careers Page](https://www.pinwheelapi.com/about/careers) 2. [Pinwheel About Page](https://www.pinwheelapi.com/about) 3. [Pinwheel Main Site](https://www.pinwheelapi.com/) 4. [Pinwheel LinkedIn Profile](https://www.linkedin.com/company/pinwheelhq) 5. [Pinwheel Greenhouse Job Board](http://job-boards.greenhouse.io/pinwheelapi) ## Other roles at Pinwheel - [Sr. Backend Engineer, Product](https://feeny.ai/job/sr-backend-engineer-product-pinwheel-new-york-zpb34b7k9w3s) — New York, NY - [Sr. Backend Engineer, AI Projects](https://feeny.ai/job/sr-backend-engineer-ai-projects-pinwheel-new-york-3eebgndq722j) — New York, NY - [Sr. Backend Engineer, Integrations](https://feeny.ai/job/sr-backend-engineer-integrations-pinwheel-new-york-1dg2kcm8pcks) — New York, NY - [Backend Engineer, Integrations Platform](https://feeny.ai/job/backend-engineer-integrations-platform-pinwheel-new-york-nt1bcmr9tb64) — New York, NY