Note: The job is a remote job and is open to candidates in USA. Kapitalwise is an AI-driven lead generation and client engagement platform serving financial advisors and wealth managers. The Growth Specialist will manage the full B2B sales cycle, build a qualified pipeline, conduct tailored product demonstrations, and collaborate with marketing and customer success to drive growth, retention, and upsell opportunities.
Responsibilities
- Own the full sales cycle from prospecting to closing for independent financial advisors, RIAs, and broker-dealers
- Develop and maintain a robust pipeline of qualified leads through targeted outbound outreach, strategic referrals, and effective inbound inquiries
- Conduct product demos and present Kapitalwise’s value proposition tailored to advisor pain points
- Collaborate with marketing and customer success teams to improve onboarding, retention, and upsell opportunities
- Track all sales activity and performance metrics using CRM tools
- Stay informed on industry trends and competitors in the advisor technology and lead generation space
Skills
- • 3+ years of B2B sales experience, ideally in fintech, martech, or SaaS
- • Experience selling to financial advisors, RIAs, or financial services firms preferred
- • Strong consultative selling and relationship-building skills
- • Excellent communication, negotiation, and presentation abilities
- • Self-starter with a track record of exceeding targets in fast-paced environments
- • Proficient with CRM platforms (e.g., HubSpot, Salesforce)
Benefits
- Monthly retainer with an uncapped commission structure
- Equity opportunities in a fast-growing startup
- Flexible remote work environment
- Direct access to leadership and opportunities for rapid career advancement
- The chance to be part of a mission-driven team reshaping how financial advisors grow their practice
Company Overview