Note: The job is a remote job and is open to candidates in USA. CapIntel is a software platform for wealth management enterprises that helps financial advisors explain complex investment strategies to their clients. The Senior Account Executive will lead enterprise sales efforts, close complex deals, build executive relationships, and help shape scalable go-to-market strategies for financial institutions in the United States.
Responsibilities
- Own and close a pipeline of enterprise opportunities across your territory, driving net-new business and expansion within existing accounts
- Act as a trusted advisor by leveraging deep knowledge of wealth, banking, and financial services to shape and influence buying decisions
- Build high-trust, multi-level relationships across client organizations, including with C-Suite executives
- Partner with Leadership, GTM, and Build to apply and adapt existing account strategies that maximize client value and growth
- Execute outbound strategy within an established framework, including prospecting, targeted outreach, and multi-channel campaigns
- Navigate long, complex deal cycles with commercial judgment and a solutions-oriented approach
Skills
- Enterprise SaaS closing: proven success running full-cycle sales processes to close with large, complex organizations
- Outbound and prospecting: comfort with cold outreach and experience building new opportunities in untapped accounts
- Strategic prioritization: sound judgment on where to spend time across a large territory and multiple high-value deals
- Pragmatic operator: comfortable in a fast-moving environment, and inclined to refine and improve what exists rather than rebuild it
- Relationship builder: skilled at developing strong, multi-layered partnerships, including at the executive level
- Value-based selling: adept at uncovering client needs and aligning solutions to deliver measurable ROI
- This role will be expected to travel up to 25% (1x per quarter) within the United States
- Background in financial services or wealth management
- Experience selling sales enablement or fintech solutions
Benefits
- Remote-first company
Company Overview