CapIntel - Senior Account Executive
Requirements
• 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 • Background in financial services or wealth management • Experience selling sales enablement or fintech solutions • Not sure you meet every requirement? • We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you. • Why you'll enjoy working here • Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.
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
Benefits
• Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.
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