Technical Account Manager (TAM)

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 tech...