Technical Account Manager (CSM)

Pinwheel•New York, NY

8d•$110,000 - $135,000•Onsite

About The Position

Pinwheel is building the next generation of financial products alongside some of the biggest names in the market. By joining Pinwheel’s Customer Success team, you’ll be the driving force behind our customers’ success, working with everyone from trailblazing Enterprise fintechs to ambitious Credit Unions. Your mission? Help them crush their goals using our powerful API-driven platform. This role involves leading onboarding, optimizing usage, uncovering expansion opportunities, and mastering the Pinwheel API. You will analyze performance metrics, strategize optimizations, and bring fresh ideas to transform customer experiences. Through strong relationships with decision-makers, you’ll spot new use cases, pitch compelling solutions, and work side-by-side with Sales to unlock growth. This is a hands-on role for someone who thrives in fast-paced, zero-to-one environments where their impact is massive and their hustle is noticed.

Requirements

2-4 years of experience in a Customer Success or Technical Account Manager role
Proven experience in a technical role supporting a technical or API-based product
Passion and demonstrated experience in understanding complex systems (APIs, database, etc.), and finding solutions to technical problems
Experience building and executing against Account Plans, including coordinating multiple roles on both sides of relationship
Demonstrable track record of being scrappy, and finding creative solutions to tough, and oftentimes ambiguous problems
Attention to detail and adherence to plans developed in conjunction with customers for events like onboarding, new product launch, Proof of Concepts, etc.

Nice To Haves

Early-stage startup experience is highly valued, but not required

Responsibilities

Own the overall relationship for assigned customers, organizing multiple projects concurrently with customers
Support customers throughout their entire Pinwheel lifecycle, including implementation, day-to-day needs, renewal and growth
Provide technical guidance for customers during implementation and when rolling out new products
Execute against Account plans you develop in collaboration with Account Managers and the Head of Success
Contribute to department process and documentation
Deliver superior, proactive customer success services to Pinwheel customers