CareerPlan

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

New YorkFull-time$120k–$150k2026-11-04 → 2026-11-11

Core

Sr. Account Executive driving revenue growth for Pinwheel's financial products by hunting for new opportunities and closing deals with banks, fintechs, and credit unions.

Role type

Sr. Account Executive (Enterprise SaaS)

Builds

Financial products for banks, fintechs, and credit unions

Domain

Financial Services / Fintech

Deliverable

production ML models

Required skills

Enterprise SaaS sales, closing $80K+ ACV deals, leading cross-functional sales cycles, product thinking, Salesforce, MEDDICC/Challenger methodologies, AI tools

Preferred skills

None stated

Technologies

Salesforce, sales engagement platforms, AI tools

Responsibilities

Meet or exceed quarterly revenue targets, build pipeline valued at 3x quota, close deals with 25%+ win rate, break into fintech disruptors and financial institutions, plan territory initiatives, establish C-level partnerships, collaborate with Sales Engineering and Legal, share insights with product/marketing, shape sales best practices

Seniority

Senior, hands-on IC