Sr. SaaS Account Executive

Pinwheel$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in enterprise SaaS sales specifically in fintech or banking
  • Proven track record of exceeding quotas and securing strategic deals
  • Experience leading $80K+ ACV deals with executive stakeholders
  • Strong customer-centric approach and product insight
  • Ability to manage cross-functional teams through complex sales processes
  • Familiarity with Salesforce and sales engagement technologies
  • Willingness to work onsite 3 days a week in NYC HQ

Responsibilities

  • Meet or exceed quarterly revenue targets as the company scales
  • Develop and maintain a robust sales pipeline with opportunities at 3x quota
  • Confidently close deals maintaining a 25%+ win rate
  • Break into the fintech sector and traditional financial institutions within six months
  • Plan and execute territory initiatives to enhance growth and visibility
  • Build trusted relationships with C-level executives and decision-makers
  • Coordinate seamlessly with Sales Engineering, Customer Success, and Legal teams
  • Stay updated on industry trends and competitive landscape
  • Contribute insights to product and marketing strategies
  • Help define sales best practices as company evolves

Benefits

  • Competitive compensation and equity packages
  • Comprehensive medical, dental, and vision benefits
  • Life and short-term disability insurance provided
  • Flexible PTO policy supporting work-life balance
  • Paid parental leave offered
  • 401K retirement plan
  • Opportunities for mentorship
  • Free Citibike membership included
  • Pet-friendly work environment and Zoom spaces
Full Job Description
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
  • Comfortable working onsite 3 days/week at our NYC HQ


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.

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

About Pinwheel

Pinwheel is a financial services company that provides APIs for payroll, benefits, and HR data. The company was founded in 2019 by Kurt Rathmann and is headquartered in San Francisco, California. Pinwheel's mission is to make it easier for developers to build financial applications by providing a simple and secure way to access payroll and HR data. The company has raised $20.5 million in funding to date.
Learn more about Pinwheel
Size
50 employees
Industry
Founded
2019

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