Sales Engineer

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

Pinwheel – Building the future of financial services in partnership with the biggest brands. 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 want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you!

We are 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 prospective clients, addressing their technical queries and concerns, and design specific solutions that meet customers’ needs
• Maintain a deep technical understanding of the Pinwheel platform
• Help translate prospect feedback into meaningful product insights, operating 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 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 is 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

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

At Pinwheel, total compensation is made up of salary + equity + benefits. The expected cash salary range for this role is $125,000 – $150,000 base, with OTE of $155,000 – $187,000.

At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.