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

Senior Account Executive (ICP: banks, fintechs, CUs) at Pinwheel, New York, NY, USA
In this high‑visibility role you own the end‑to‑end sales cycle for our next‑generation financial data platform, targeting banks, fintechs, and credit unions. You will be the trusted advisor who translates complex regulatory and data‑access challenges into strategic growth opportunities, directly fueling Pinwheel’s mission to democratize real‑time financial insights. Your success accelerates market penetration, expands our ecosystem of institutional partners, and positions Pinwheel as the go‑to infrastructure for modern finance. Reporting to the VP of Sales, you will collaborate with product, marketing, and legal teams to shape product roadmaps while building a pipeline that drives multimillion‑dollar ARR. The position offers a clear path to senior leadership, with opportunities to lead a regional sales team, influence go‑to‑market strategy, and become a thought leader in the open‑banking space.

Key Responsibilities & Skills
- Prospect, qualify, and close enterprise accounts across banks, fintechs, and credit unions, consistently exceeding quarterly quotas.
- Conduct deep discovery calls and solution workshops that map Pinwheel’s APIs to client compliance, data‑aggregation, and customer‑experience objectives.
- Negotiate complex contracts, including SLA terms, data‑privacy clauses, and revenue‑share models, while maintaining profitability.
- Partner with product managers to relay market feedback, prioritize feature enhancements, and co‑create joint‑go‑to‑market campaigns.
- Lead cross‑functional deal teams—legal, engineering, and risk—to ensure seamless onboarding and rapid time‑to‑value for new clients.
- Utilize CRM (Salesforce) and analytics tools to forecast pipeline health, track KPIs, and present performance insights to senior leadership.
- Mentor junior sales reps, sharing best practices in consultative selling and fintech ecosystem dynamics.

Essential skills include a proven track record in B2B SaaS sales to financial institutions, deep understanding of Open Banking, API integration, and regulatory frameworks (e.g., GDPR, CCPA, NACHA). You must excel at strategic storytelling, possess strong negotiation acumen, and demonstrate high emotional intelligence to build lasting executive relationships. Daily activities blend prospect outreach, solution demos, contract drafting, and collaborative workshops, all while reporting to the VP of Sales and contributing to the broader revenue strategy.

Why Join & Benefits
Pinwheel’s culture champions curiosity, impact, and inclusive collaboration—values that empower you to experiment, iterate, and own outcomes. As part of a fast‑growing fintech pioneer, you will ride the wave of industry transformation, shaping how financial data is accessed and leveraged across the ecosystem. We invest heavily in professional development, offering executive coaching, continuous learning stipends, and clear promotion tracks to senior leadership roles. Our New York office is a hub of innovation, providing flexible work arrangements, comprehensive health benefits, equity participation, and a vibrant community of engineers, product thinkers, and market experts. Join Pinwheel to accelerate your career while driving the future of financial data connectivity.