Customer Success

Pinwheel helps banks build deeper consumer relationships by making switching bank accounts easy through automated direct deposit and bill pay switching.

With exclusive and first-of-its-kind partnerships with payroll providers, Pinwheel can instantly authenticate consumers without credentials. This new product provides best-in-class conversion, greater security, and a seamless UX for switching direct deposits at the world's leading financial institutions. 

Pinwheel's platform powers connections to over 2,000 payroll platforms (covering up to 100% of US workers paid via direct deposit) and over 1.5 million employers. From that point of connectivity, leading fintechs and financial institutions (such as Block's Cash App, Discover Bank, Robinhood, Credit Karma, and many more) leverage us to power direct deposit switching, earned wage access, income & employment verification, and personal financial management experiences.

Pinwheel is trusted and funded with $77M by top-tier investors such as Notable (fka GGV), Coatue, First Round Capital, and others.

Build. Scale. Drive Impact.

At Pinwheel, we’re not just building products—we’re redefining what’s possible in fintech. On Customer Success, you’ll be the driving force behind our customers’ success, working with everyone from trailblazing Enterprise fintechs to ambitious Credit Unions. Your mission? Help them crush their goals using our powerful API-driven platform.

This isn’t your average CS role. You’ll be hands-on from Day 1—leading onboarding with precision, optimizing usage for max impact, and uncovering expansion opportunities that nobody else saw coming. You’ll learn the ins and outs of our API, mastering everything from implementation to troubleshooting, while crafting onboarding processes that scale as we do.

Once customers are live, you’re the go-to—an extension of their team. You’ll analyze performance metrics, strategize optimizations, and bring fresh ideas to the table that transform “good enough” into “game-changing.” Through strong, authentic relationships with decision-makers, you’ll spot new use cases, pitch compelling solutions, and work side-by-side with Sales to unlock growth.

If you thrive in fast-paced, zero-to-one environments where your impact is massive and your hustle is noticed, Pinwheel is where you want to be.

You will be a key factor in driving Pinwheel’s next stage of growth. More concretely, you will:

• Own the overall relationship for assigned customers, often organizing multiple projects concurrently with customers.
• Support customers throughout their entire Pinwheel lifecycle, including implementation, renewal and growth. 
• Provide technical guidance for customers during implementation and when rolling out new products.
• Identify expansion opportunities by focusing on growing usage and partnering with Account Managers to uncover additional upsell sales opportunities.
• Execute against Account plans you develop in collaboration with Account Managers and the Head of Success.
• Contribute to department process and documentation.
• Deliver superior, proactive customer success services to Pinwheel customers.

With the support of the existing Success Team, you will achieve the following:

• In the first 30 days, you will be able to give a demo of how Pinwheel works in preparation for onboarding your first customer.
• In the first 45 days, assume ownership of 5-10 customer accounts
• In the first 60 days, deliver your first account review (QBR)
• In the first 90 days, own 20+ customer accounts
• In the first 120 days, identify and help close your first upsell.

• 5-7 years experience in Customer Success or Account Manager role
• Proven experience in technical role supporting technical product or API based product
• Experience working with large and/or Enterprise customers (ARR $1m+)
• Passion and demonstrated experience in understanding complex systems (APIs, database,etc), and finding solutions to technical problems.
• Experience building and executing against Account Plans, including coordinating multiple roles on both sides of relationship
• Demonstrable track record of being scrappy, and finding creative solutions to tough, and oftentimes ambiguous problems
• Early-stage startup experience is highly valued, but not required
• Attention to detail and adherence to plans developed in conjunction with customers for events like onboarding, new product launch, Proof of Concepts, etc.

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:

• 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 offices and Zoom spaces

This role is based in New York City and involves occasional travel (10-20%).

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 base cash salary range for this role is $112,000 - $128,000 base with on track total earnings (OTE) of $140,000 - $160,000.

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.