Pinwheel helps banks, credit unions and fintechs win primacy with embedded 1-click deposit switching and bill management tools. Through an exclusive data network of payroll providers, Pinwheel enables access to income and employment data across 1,800 platforms (covering up to 100% of US workers paid via direct deposit) and over 1.5 million employers. With this connectivity, Pinwheel supports leading fintechs and financial institutions (such as MoneyLion, Acorns, Key Bank, Robinhood and many more) power instant direct deposit switching, earned wage access, income & employment verification, and bill management products. Pinwheel has raised $77M from top-tier investors such as Notable, Coatue, First Round Capital, Upfront and more.

Pinwheel’s Switch Kit is the industry’s first solution to comprehensively solve pain points associated with account activation for consumers. Risks associated with missing critical payments due to funds availability during an account transition are the top concerns consumers state that prevent them from switching to a better bank. Pinwheel has enhanced its Direct Deposit activation capabilities with its new Bill Switch product, which presents a consolidated view of a consumer’s recurring payments, highlights upcoming due dates, and assists the consumer in seamless switching of each bill payment from their newly opened account. The combination of these solutions at account opening remove consumer barriers to switch and provide an acquisition advantage to any banks offering this consumer-friendly customer experience.

Who are we looking for?

As a Sales Development Representative at Pinwheel, you will support our Account Executives in prospecting new customers and building pipeline. The SDR will use their extraordinary sales experience (ideally in SaaS) demonstrate the added value of Pinwheel to any financial institution looking to improve account activation rates and lifetime value of their customers. You've done organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales.

What will you be doing?

• Act as a key member of the Pinwheel Sales Team, supporting Account Executives hunting new business
• Partner with Marketing and Revenue Operations to establish and optimize the overall Demand Generation systems and process
• Outbound outreach to financial institutions of all sizes, with a focus on the top 100 largest banks
• Help prospects understand Pinwheel’s value story and answering questions about how our products work and what benefits they deliver to Pinwheel customers
• Work cross-functionally with Marketing on managing campaigns and establishing the correct KPIs
• Own a quota for meetings booked and revenue converted

What experience, skills, and qualifications should you have?

• 1-2 years of experience in pipeline development and/or sales (preferably at a SaaS company with a large SDR team)
• Ability to lead high-level conversations with business stakeholders via email, Linkedin, text and phone
• Mastery in communicating Pinwheel’s value proposition in order to drive interest
• Ability to assess buying interest and experience qualifying prospects
• Ability to thrive in a high-customer volume, time-sensitive environment
• Having a relentless mindset and unwillingness to quit
• Proficiency in using Salesforce or other CRM
• Proficiency in using Salesloft or other outbounding tool
• Excitement to work in a high-growth environment and to help build processes and tools as needed
• Desire to get (more) technical, deepen your understanding of the financial ecosystem, and the ability to learn the ins and outs of Pinwheel’s API

Why join Pinwheel?

Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company.

Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey.

Build Something Revolutionary - Help build the consumer data infrastructure of the future.

Belong - Join a community that is passionate and relentless about building fairer financial systems for all.

Benefits include:

• Excellent compensation & equity packages
• Full medical, dental, and vision benefits
• Life & short-term disability insurance
• Unlimited vacation
• Paid parental leave
• 401k for retirement planning
• Mentorship opportunities
• Free Citibike membership
• Pet-friendly office

At Pinwheel, total compensation is made up of salary + equity + benefits. We recruit motivated and high performing talent, and work to compensate people in line with the value they can bring to the organization in delivering outsized results. The talent market is competitive, and maintaining our ability to recruit and retain the best team possible is a top priority for Pinwheel. When creating an offer, we consider interview performance, candidate experience, external market competitiveness, and internal equity in thoughtfully assessing compensation. The expected base salary range for this role is $60,000 - $65,000, with total OTE of $90,000 - $95,000.

Diversity & Inclusion at Pinwheel

The success of our commitment to diversity, equity, and inclusion relies on continuous, immersive learning and dialogue within our entire team. All employees of Pinwheel are expected to demonstrate behaviors of equity, advocacy, activism, inclusion, and anti-racism in the workplace.