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

Pinwheel•New York City, NY

About The Position

Pinwheel is seeking a high-performing, product-minded Sr. Account Executive to drive enterprise sales and revenue growth across financial institutions, credit unions, and fintechs. The role focuses on identifying new opportunities and decision-makers, understanding Pinwheel’s product and technical capabilities, and developing solutions that address client needs. The successful candidate will help expand Pinwheel’s enterprise footprint, shape sales strategy and best practices, and mentor teammates.

Requirements

At least 5 years of enterprise SaaS sales experience in fintech or banking, with a consistent record of exceeding quotas and driving strategic deals.
Experience leading and closing deals of $80,000 or more in annual contract value with executive stakeholders across business, product, legal, compliance, information security, and marketing.
Demonstrated ability to lead cross-functional teams through complex sales cycles, including legal and information security reviews.
Strong customer-centricity and product-thinking skills.
Proven experience driving sales from zero to the first transaction.
Experience using Salesforce, sales engagement platforms, structured sales methodologies such as MEDDICC or Challenger, and emerging AI tools for the sales technology stack.

Responsibilities

Meet or exceed quarterly revenue targets.
Build and maintain a high-quality pipeline with opportunities valued at three times quota.
Close deals while maintaining a win rate of 25% or higher.
Break into fintech companies, established financial institutions, and credit unions within the first six months.
Plan and execute territory initiatives to drive growth and visibility.
Build trusted partnerships with C-level executives and other key decision-makers.
Collaborate with Sales Engineering, Customer Success, and Legal teams to advance deals.
Monitor industry trends and changes in the competitive landscape.
Share market insights with product and marketing teams.
Help shape sales best practices and mentor teammates.