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

The role

You will hunt for new opportunities and identify decision-makers at financial institutions, credit unions, and fintechs. You will drive revenue growth, manage a pipeline, and close deals by crafting solutions based on product capabilities.

What you will do

• Consistently meet or exceed your quarterly revenue targets
• 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
• Establish trusted partnerships with C-level executives and key decision-makers
• Collaborate with Sales Engineering, Customer Success, and Legal teams
• Stay sharp on industry trends and shifts in the competitive landscape
• Share insights with product and marketing teams
• Play a key role in shaping sales best practices

Required 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

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

About the company

Pinwheel is building the next generation of financial products alongside major brands. The company has raised $77M from investors including Coatue, American Express, and others.