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Pinwheel

Strategic Account Executive – Banks, Fintechs, CUs

Pinwheel

. Consistently meet or exceed quarterly revenue targets .

Posted 11/9/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $120,000 - $150,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in enterprise SaaS sales within fintech or banking, with a proven track record of exceeding quotas and driving strategic deals. Capable of building trusted partnerships with C-level executives and leading cross-functional teams through complex sales cycles.

Highest-signal resume keywords
5+ Years Enterprise SaaS Sales ExperienceTrack Record of Exceeding QuotasExperience Closing $80K+ ACV DealsStrong Customer CentricityProficient in Salesforce and Sales Methodologies

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Enterprise SaaS SalesSales Strategy DevelopmentComplex Sales Cycle ManagementRevenue GrowthPipeline ManagementDeal ClosingSales Best PracticesMentoring TeammatesProduct ThinkingCustomer Relationship Management
Soft Skills
CollaborationStrategic PlanningCommunicationCustomer EngagementLeadership
Tools & Technologies
SalesforceSales Engagement PlatformsMEDDICCChallenger Sales MethodologyAI Sales Tools
Industry Keywords
FintechBankingC-Level PartnershipsInfoSecComplianceSales EngineeringCustomer SuccessMarket TrendsCompetitive LandscapeCredit Unions

About the role

Key responsibilities & impact
  • Consistently meet or exceed quarterly revenue targets
  • Build and maintain a high-quality pipeline with opportunities valued at 3x quota
  • Close deals with a 25% or higher win rate
  • Break into fintech disruptors, established financial institutions, and credit unions within the first six months
  • Strategically plan and execute territory initiatives that drive growth and visibility
  • Establish trusted partnerships with C-level executives and key decision-makers
  • Collaborate with Sales Engineering, Customer Success, and Legal teams to advance deals
  • Monitor industry trends and competitive landscape shifts
  • Share insights with product and marketing teams
  • Shape sales best practices as the company evolves
  • Hunt for new opportunities, identify decision-makers, drive revenue growth, mentor teammates, and help shape sales strategy

Requirements

What you’ll need
  • 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

Comp & perks
  • 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