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Job Description This is a hybrid role (3x / week) in our NYC office. 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, Credit Karma, Amex, 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? Pinwheel is searching for a 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. What will you be doing? • 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 potential clients, addressing their technical queries and concerns, and design specific solutions that meet the needs of customers, • Maintain a deep technical understanding of the Pinwheel platform, • Help translate prospect feedback into meaningful product insights. Operate 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 in conjunction 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 dealsWhat skills are necessary?, • 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 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 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 consumer data infrastructure of the future. Belong - Join a community that is passionate and relentless about building fairer financial systems for all. Benefits included: • Great 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 The expected cash salary range for this role is $125,000 - $150,000 base, with OTE of $155,000 - $187,000 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.

Work and learn from management teams to stay up to date on new products, services, and policies. This position will work with multiple clients throughout the day providing outstanding service and product knowledge. Values a healthy work-life balance.

No commute needed should you choose to work from home remotely. If you are a customer service representative agent or someone just looking for a flexible part time remote work from home job, this is a great way to supplement your income. Work part-time from home and earn up to $750 per week.

No commute needed should you choose to work from home remotely. If you are an administrative assistant or someone just looking for a flexible part time remote work from home job, this is a great way to supplement your income. Work part-time from home and earn up to $750 per week.

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Collections / Billing / Remote] - Anywhere in U.Competitive pay - As an Accounts Receivable Specialist at Ovation Healthcare, you will: Manage and reconcile customer accounts to ensure timely and accurate payments; Provide exceptional customer service by responding to inquiries and resolving billing

Work part-time from home and earn up to $750 per week. Remote Work From Home Customer Service Representative Agent - Part Time Market Research Panelists Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Market Research assignments. No commu

Accounts Receivable / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k match / PTO - As a Collections Rep at Armstrong Transport Group, you will: Contact customers to collect outstanding payments via phone, email, or mail; Negotiate payment plans and settlements within compa

K per year / Medical, dental, and vision / PTO / Equipment stipend - As a Finance Associate at Blockworks, you will: Run daily accounting operations; Execute month-end close procedures; Oversee vendor contract calendar; Support tax and audit readiness; Identify opportunities to streamline workflows,

Up to $23 per hour / Laptop & home office setup provided - As a Billing Specialist at Lexitas, you will: Create accurate client invoices from billing sheets; Transmit invoices electronically or by mail; Respond promptly to customer inquiries on invoices and pricing; Perform daily AP processing; Main

Medical, dental & vision / 401k match / PTO - As a Billing & Collection Specialist at Avesis, you will: Generate accurate and timely invoices for clients both utilizing the system and manual inputs; Review and monitor customer accounts for outstanding balances and overdue payments; Identify delinque

Collections / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As an Accounts Receivable Specialist at mSupply, you will: Monitor and maintain customer accounts; Review and reconcile customer payments; Process and send out invoices; Follow up on past due accounts; Co

K per year / Medical, dental, and vision / PTO / Equipment stipend - As a Finance Associate at Blockworks, you will: Run daily accounting operations; Execute month-end close procedures; Oversee vendor contract calendar; Support tax and audit readiness; Identify opportunities to streamline workflows,

Medical, dental & vision / 401K / PTO - As an Accounting Coordinator at CorVel, you will: Research unresolved items prior to month-end closing and resolve; Develop and define monthly A/R Collection plan and supervisor procedures; Balance spreadsheets, prepare reports, and close month on schedule; Un

Accounting & Finance Support / Remote] - Anywhere in U.Up to $25 per hour + bonuses / Medical, dental & vision / 401k / PTO - As an Accounts Payable Clerk at Accurate Background, you will: Handle vendor correspondence via e-mail or phone; Respond promptly and professionally to internal and external

Competitive pay / Medical, dental & vision / Retirement plan / PTO - As a Billing Specialist at CIEE, you will: Generate program bills for participants and institutional customers; Produce and maintain billing reports; Work collaboratively with other departments on billing transactions; Maintain bil

Accounts Receivable / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k match / PTO - As a Collections Rep at Armstrong Transport Group, you will: Contact customers to collect outstanding payments via phone, email, or mail; Negotiate payment plans and settlements within compa

Competitive pay / Benefits - As an Accounts Receivable Specialist at Ensemble Health Partners, you will: Examine denied and other non-paid claims to determine the reason for discrepancies; Communicate directly with payers to follow up on outstanding claims, file technical and clinical appeals, resol

Customer Service / Remote] - Anywhere in U.Up to $42K per year / Health care coverage / Retirement plan / PTO - As a Collections Specialist at TPx Communications, you will: Review accounts promptly to identify past due balances and determine appropriate collections actions; Follow department policie

Work from the comfort of your own home. Have a desire to work from home. Online Survey takers come from all different backgrounds including sales, retail, managers, management, customer service, grocery, restaurant food cooks, servers, cashiers, admin and many more! There is absolutely no experience

Medical, dental & vision / 401k match / PTO - As a Billing & Collection Specialist at Avesis, you will: Generate accurate and timely invoices for clients both utilizing the system and manual inputs; Review and monitor customer accounts for outstanding balances and overdue payments; Identify delinque

If you are a customer service representative agent or someone just looking for a flexible part time remote work from home job, this is a great way to supplement your income. Remote working/work at home options are available for this role. Work part-time from home and earn up to $750 per week.

Collections / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k match / PTO - As an Accounts Receivable Specialist at ButterflyMX, you will: Analyze invoices and monitor customer accounts; Fix payment discrepancies and reconcile accounts; Keep extremely detailed financial rec

Work from the comfort of your own home. Have a desire to work from home. Online Survey takers come from all different backgrounds including sales, retail, managers, management, customer service, grocery, restaurant food cooks, servers, cashiers, admin and many more! There is absolutely no experience

Up to $23 per hour / Laptop & home office setup provided - As a Billing Specialist at Lexitas, you will: Create accurate client invoices from billing sheets; Transmit invoices electronically or by mail; Respond promptly to customer inquiries on invoices and pricing; Perform daily AP processing; Main

Accounts Receivable / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k match / PTO - As a Collections Rep at Armstrong Transport Group, you will: Contact customers to collect outstanding payments via phone, email, or mail; Negotiate payment plans and settlements within compa

Accounting & Finance Support / Remote] - Anywhere in U.Up to $21 per hour - As an Accounts Payable Clerk at ACAMS, you will: Manage and process all incoming invoices in a timely and accurate manner; Communicate with vendors to resolve any discrepancies or issues with invoices; Reconcile accounts pay

Accounting & Finance Support / Remote] - Anywhere in U.Competitive salary & benefits - As an Accounts Payable Specialist at Harbor Health, you will: Process and review all invoices for payment on a timely basis; Resolve any discrepancies or issues with vendors regarding payments; Maintain accurate r

Medical, dental & vision / 401K / PTO - As an Accounting Coordinator at CorVel, you will: Research unresolved items prior to month-end closing and resolve; Develop and define monthly A/R Collection plan and supervisor procedures; Balance spreadsheets, prepare reports, and close month on schedule; Un

Competitive pay / Medical, dental & vision / Retirement plan / PTO - As a Billing Specialist at CIEE, you will: Generate program bills for participants and institutional customers; Produce and maintain billing reports; Work collaboratively with other departments on billing transactions; Maintain bil

Work part-time from home and earn up to $750 per week. No commute needed should you choose to work from home remotely. Remote working/work at home options are available for this role.

Remote working/work at home options are available for this role. Great for gig workers, freelancers, or stay-at-home parents. Learn how to maximize earnings from home.

Accounting & Finance Support / Remote] - Anywhere in U.Up to $21 per hour - As an Accounts Payable Clerk at ACAMS, you will: Manage and process all incoming invoices in a timely and accurate manner; Communicate with vendors to resolve any discrepancies or issues with invoices; Reconcile accounts pay

Collections / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As an Accounts Receivable Specialist at mSupply, you will: Monitor and maintain customer accounts; Review and reconcile customer payments; Process and send out invoices; Follow up on past due accounts; Co

If you are an administrative assistant or someone just looking for a flexible part time remote work from home job, this is a great way to supplement your income. Work part-time from home and earn up to $750 per week. Remote Work From Home Administrative Assistant Admin - Part Time Market Research Pa

Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and variance analyses; Manage accounts payable workflows and t

Participate from anywhere, anytime. Join a network of members helping to shape the world.

Customer Service / Remote] - Anywhere in U.Up to $42K per year / Health care coverage / Retirement plan / PTO - As a Collections Specialist at TPx Communications, you will: Review accounts promptly to identify past due balances and determine appropriate collections actions; Follow department policie

Billing / Remote] - Anywhere in U.Up to $22 per hour / Health, dental & vision / 401k match / PTO - As an Accounts Receivable Representative at SpecialtyCare, you will: Research and resolve overpayment requests and credit balances; Identify billing errors to be corrected by coding team; Research ins

Competitive pay / Benefits - As an Accounts Receivable Specialist at Ensemble Health Partners, you will: Examine denied and other non-paid claims to determine the reason for discrepancies; Communicate directly with payers to follow up on outstanding claims, file technical and clinical appeals, resol

Accounting & Finance Support / Remote] - Anywhere in U.Competitive salary & benefits - As an Accounts Payable Specialist at Harbor Health, you will: Process and review all invoices for payment on a timely basis; Resolve any discrepancies or issues with vendors regarding payments; Maintain accurate r

Remote working/work at home options are available for this role. We’re seeking reliable and motivated individuals who want to earn extra income from home. This flexible position allows you to set your own hours and work around your existing commitments.

Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and variance analyses; Manage accounts payable workflows and t

Finance Assistant / Remote] - Anywhere in U.Up to $22 per hour / Medical, dental & vision / 401k match / PTO - As a Collections Agent at Above Lending, you will: Review and analyze delinquent accounts to determine the best course of action for resolution; Contact clients via phone and email to discu

K per year / Medical, dental, and vision / PTO / Equipment stipend - As a Finance Associate at Blockworks, you will: Run daily accounting operations; Execute month-end close procedures; Oversee vendor contract calendar; Support tax and audit readiness; Identify opportunities to streamline workflows,

Have a desire to work from home. Work from the comfort of your own home. Online Survey takers come from all different backgrounds including sales, retail, managers, management, customer service, grocery, restaurant food cooks, servers, cashiers, admin and many more! There is absolutely no experience

Medical, dental & vision / 401k match / PTO - As a Billing & Collection Specialist at Avesis, you will: Generate accurate and timely invoices for clients both utilizing the system and manual inputs; Review and monitor customer accounts for outstanding balances and overdue payments; Identify delinque