Sales Development Representative

Pinwheel - Building the future of financial services in partnership with the biggest brands

“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 age of AI. We’re building the next generation of financial products alongside some of the biggest names in the market including Robinhood, Door Dash, Chime, Cash App, Credit Karma, American Express, 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 is a tight-knit team, we ve raised $77M from top-tier investors, and we re on the path to profitability. Join us!

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) to 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.

• 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

• 1-2 years of experience in pipeline development and/or sales (preferably at a SaaS company)
• Ability to lead high-level conversations with business stakeholders via email, Linked In, 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-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

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.

• Excellent 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 office

For this role, total compensation is made up of salary + commission + equity + benefits. We recruit motivated and high performing talent, and work to compensate…