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 prov…
Admissions Advisor About The Job St Paul's School of Nursing in Staten Island is seeking an energetic and highly motivated Admissions Advisor. If you possess a desire to help others succeed, this is an opportunity for yo…
Skills: Recruitment, Enrollment management, Sales, Marketing, Lead generation
ABOUT BATHHOUSE Bathhouse is where the sauna meets the social scene. Thermal pools, steam rooms, and elite hands-on treatments — all in a sleek, high-energy space. We're the intersection of wellness and social. Equal par…
Overview The Licensed Practical Nurse performs responsibilities that are supportive and/or restorative under the direction of a Registered Professional Nurse. Provides nursing care to an assigned group of patients, and a…
The mission of The New York Times is to seek the truth and help people understand the world. That means independent journalism is at the heart of all we do as a company. It’s why we have a world-renowned newsroom that se…
Job Title: Domestics Billing Clerk Reports to: CFO/Branch Manager Location: New York, NY (580) Company Overview: Ferrari Group is a global leader in secure logistics and transportation of high-value merchandise including…
Skills: Billing, Accounts Receivable, Invoice Processing, Data Entry, Reconciliation
ABOUT VAYNERMEDIA VaynerMedia is a global integrated creative and media agency, built for today's consumers. As the Modern Agency of Record, it understands the nuances of today's attention landscape, empowering brands to…
Skills: Digital marketing analytics, Paid social media, Organic social media, Performance marketing, Google Ads
Overview: Guidepoint is seeking an experienced Tax Senior to own the day-to-day management of the company’s global tax function across a complex, multi-entity, multi-jurisdiction structure (US, Canada, UK, Greece, Dubai,…
Skills: Global tax strategy, Transfer pricing, Sales & use tax, VAT/GST compliance, International tax
At Braze, we have found our people. We’re a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and creating work-lif…
Skills: Advanced System Design, Data Strategy, Data Governance, Change Management Consulting, Competitive Intelligence
Entry Level Territory Manager / Provider Relationship Manager 📍Manhattan, NY | Remote + Field-Based 💰 On-target earnings: $125,000+ ($75K base + uncapped bonus) Looking to break into healthcare sales or take the next s…
Skills: Sales, Customer service, Business development, Relationship building, Communication skills
At Braze, we have found our people. We’re a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and creating work-lif…
Skills: People Management, SaaS Pre-sales, Service Delivery, Stakeholder Management, Client-facing Communication
Team Lead Solutions Consultant, Financial Services
New York, New York, United States · Hybrid
$133k–$169k/yr
Senior$314M raised
At Braze, we have found our people. We’re a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and creating work-lif…
Skills: People Management, Pre-sales Engineering, Solution Design, Executive Presence, Strategic Problem Solving
Solutions Consultant, Emerging Enterprise, General Business
New York, New York, United States · Hybrid
$83k–$170k/yr
Senior$314M raised
At Braze, we have found our people. We’re a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and creating work-lif…
Executive Assistant (Associate), Office of the President
New York, New York, United States · On-site
$70k–$78k/yr
Mid level
Position Overview Eurasia Group is seeking an impeccably organized Executive Assistant in the Office of the President to provide office and administrative support for the principal and team. This is a role for someone wh…
Associate Director, Digital Product Management – AI Products & Platform Engineering
New York, New York, United States · On-site
$112k–$180k/yr
Senior
Company Description Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked…
Library Information Assistant - Hamilton Grange Library (Part-Time)
New York, New York, United States · On-site
Entry level$235K raised
Library Information Assistant - Hamilton Grange Library (Part-Time) Department: Branch Libraries Employment Type: Part Time Location: Hamilton Grange Library Reporting To: Isaac Sorell Compensation: $25,214 / year Descri…
Skills: Customer service, Public service, Communication skills, Interpersonal skills, Organization
Commercial Banking is looking for an experienced individual to join its Finance and Business Management organization as Senior Associate, Business Management, supporting the Commercial Banking Chief Financial Officer and…
Job ID: 291919 Store Name/Number: NY-520 Madison Ave (1836) Address: 520 Madison Ave, New York, NY 10022, United States (US) Hourly/Salaried: Salaried (Exempt) Job Type: Full Time Position Type: Regular Job Function: Sto…
Overview The Business Development Coordinator supports a variety of business development and promotional marketing activities for the office and assigned practice groups. Responsibilities Coordinate the regular update of…
Skills: Marketing, Business Development, RFP Responses, Content Management, Event Coordination
Private Client Banker - Sixth Ave & 23rd - New York, NY
New York, New York, United States · On-site
$25/hr–$32/hr
Entry level$1.6B raised
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment t…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$110k–$135k/yr
Full-time
Health insurance, Dental insurance, Vision insurance, Life insurance, Short-term disability insurance, Flexible PTO
Posted 4d ago
~40 hrs/week
Responsibilities
You will manage the end-to-end customer relationship, including implementation, technical guidance, and driving product adoption. Additionally, you will collaborate with sales to identify expansion opportunities and contribute to internal process improvements.
Requirements
Candidates must have 2-4 years of experience in a technical customer success role with a strong understanding of APIs and complex systems. You should demonstrate a track record of managing account plans and solving ambiguous technical problems in a fast-paced environment.
Full job description
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 AI age. We’re building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, 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 has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more.
Who are we looking for?
By joining Pinwheel’s Customer Success team, 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.
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.
What will you do?
Own the overall relationship for assigned customers, organizing multiple projects concurrently with customers
Support customers throughout their entire Pinwheel lifecycle, including implementation, day-to-day needs, renewal and growth
Provide technical guidance for customers during implementation and when rolling out new products
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
What qualifications are we looking for?
2-4 years of experience in a Customer Success or Technical Account Manager role
Proven experience in a technical role supporting a technical or API-based product
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.
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 $105,000 - $125,000 base with on track total earnings (OTE) of $110,000 - $135,000.
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 products on the bleeding edge of financial services!
Benefits included:
Great compensation & equity packages
Full medical, dental, and vision benefits
Life & short-term disability insurance
Flexible PTO policy that prioritizes recharge and balance
Paid parental leave
401K for retirement planning
Mentorship opportunities
Free Citibike membership
Pet friendly offices and Zoom spaces
Diversity & Inclusion at Pinwheel
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.
Related keywords
Technical Account ManagerCustomer SuccessAPIFintechEnterpriseImplementationAccount PlanningDatabaseStartupSaaSProduct LaunchProof of ConceptMetricsRelationship ManagementTroubleshootingFinancial Services
Pinwheel helps banks win primacy with user-centric solutions that deepen relationships and grow lifetime value. Pinwheel's market leading digital deposit switch solution, used by the world's leading financial institutions, delivers 2x better conversion than the industry standard, greater security, and first-of-its kind share of wallet insights to power customer engagement programs to new heights.
Offices: New York, New York 10010, US
Information TechnologySoftwareFinTechFinancial Services