Senior Account Executive

🕒 September 21

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 13%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CapIntel

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💸 Finance

💳 Fintech

🤝 B2B

💰 $11M Series A on 2022-06

Finance • Fintech • B2B

CapIntel is a company that provides investment comparison and proposal tools designed to help clients understand and engage with their investment products. Their platform is used by some of the biggest banks in the world to support financial advisors in presenting easy-to-understand proposals that highlight experience, value, and financial education. CapIntel's tools allow for interactive and visual comparisons, helping clients to grasp the impact of their investment choices on future financial goals. With a focus on elevating the client experience, CapIntel aims to make financial advice accessible and comprehensible, building stronger client-advisor relationships and business success.

📋 Description

• Own and close a pipeline of enterprise opportunities across the territory • Drive net-new business and expansion within existing accounts • Serve as a trusted advisor using knowledge of wealth, banking, and financial services • Build high-trust, multi-level relationships across client organizations, including C-Suite executives • Partner with Leadership, GTM, and Build to adapt account strategies that maximize client value and growth • Execute outbound strategy, including prospecting, targeted outreach, and multi-channel campaigns • Navigate long, complex deal cycles with commercial judgment and a solutions-oriented approach • Shape the US go-to-market strategy and strengthen the commercial approach with large financial institutions

🎯 Requirements

• Proven success running full-cycle enterprise SaaS sales processes to close with large, complex organizations • Comfort with cold outreach and experience building new opportunities in untapped accounts • Sound judgment prioritizing time across a large territory and multiple high-value deals • Comfortable working in a fast-moving environment and refining existing processes • Skilled at developing strong, multi-layered partnerships, including at the executive level • Adept at value-based selling, uncovering client needs, and aligning solutions to deliver measurable ROI • Background in financial services or wealth management (bonus experience) • Experience selling sales enablement or fintech solutions (bonus experience)

🏖️ Benefits

• Perks and benefits designed to support your growth and well-being • Trust, respect, and collaboration-focused work environment • Remote-first work arrangement • In-person client interaction and travel opportunities

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