Sales Engineer , NY

This is a hybrid role (3x / week) in our NYC office.

“I love my banking app!” said no one, ever.

Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We’re building the next generation of financial products alongside some of the biggest names in the market including Robinhood, Door Dash, Credit Karma, Amex, Discover, Intuit, Acorns, Visa and more.

If you’re excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you.

If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you.

If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you!

Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more.

Pinwheel is searching for a presales Solutions Engineer who loves diving into technical puzzles just as much as partnering with customers. If you thrive at the intersection of APIs and real-world business needs, get energized by crafting clean, elegant solutions, and enjoy teaming up with Sales to win big deals, you’ll feel right at home here. You’ll be the technical translator, the implementation guide, and the trusted advisor who helps prospects understand exactly how Pinwheel’s platform can power their vision.

• Serve as the technical point of contact for prospects throughout the sales cycles and conduct detailed product demonstrations
• Partner with Account Executives to win strategic deals and drive revenue
• Act as a technical consultant to potential clients, addressing their technical queries and concerns, and design specific solutions that meet the needs of customers
• Maintain a deep technical understanding of the Pinwheel platform
• Help translate prospect feedback into meaningful product insights. Operate cross‑functionally to drive customer requests and competitive product ideas, ensuring Pinwheel is a best‑in‑class platform
• Scope and execute proof of concept projects in conjunction with the customer success team, ensuring clear alignment with customers on success criteria and driving toward successful outcomes
• Act as the primary owner of RFP responses
• Partner with internal teams on security due diligence for late‑stage deals

• 3‑5 years’ experience in Solutions Engineering or Sales Engineering in a B2B SaaS business
• Experience working with customers of varying sizes, including SMB and Enterprise (experience with traditional banks, fintechs, and banking platforms a plus)
• Passion for and demonstrated experience in understanding complex systems (APIs, database, etc.), and finding solutions to technical problems
• Excellent communication and interpersonal skills and the desire to work in a client‑facing role
• Demonstrable track record of being scrappy, and finding creative solutions to tough, ambiguous problems

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 included:

• Great compensation & equity packages
• Full medical, dental, and vision benefits
• Life & short‑term disability insurance
• Unlimited vacation
• Paid parental leave
• 401k for retirement planning
• Free Citibike membership
• Pet‑friendly offices and Zoom spaces

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…