Strategic Account Executive

CapIntel • New York City, NY

6d • Remote

About The Position

As a Strategic Account Executive for CapIntel’s U.S. Market, you’ll be at the forefront of our enterprise sales efforts, driving new business with leading wealth and banking institutions across the United States. This is a high-impact, quota-carrying role where you’ll identify, pursue, and close complex, high-value deals that transform how financial advisors engage their clients. You’ll own the full sales cycle from prospecting and outreach to negotiation and close, and act as a trusted advisor to executive decision-makers. Working cross-functionally with leadership, GTM, and technical teams, you’ll help shape our U.S. go-to-market strategy, refine our enterprise sales playbook, and lay the foundation for scalable growth in a key market. While CapIntel is a remote-first company, we believe in prioritizing in-person time with our clients. This role will be expected to travel up to 25% (1-2x per month) within the United States.

Requirements

• U.S. Financial Services Sales Experience : Proven success selling into wealth management, banking, or financial institutions in the United States.
• Enterprise Sales Track Record : Demonstrated ability to close complex, high-value deals with large organizations.
• Hunter Mentality : Skilled at outbound prospecting and building new opportunities in untapped accounts.
• Team Selling & Collaboration : Comfortable working cross-functionally with GTM, Product, and Leadership to navigate multi-stakeholder deals.
• Executive Relationship Builder : Adept at developing trust and credibility with senior decision-makers across multiple layers of an organization.
• Strategic Time Management : Ability to prioritize across a large territory and manage multiple enterprise sales cycles simultaneously.
• Value-Based Selling : Strong consultative approach to uncovering client needs and aligning solutions to deliver measurable ROI.

Nice To Haves

• Background in financial services or wealth management
• Experience selling SaaS, sales enablement or fintech solutions

Responsibilities

• Own and manage a pipeline of enterprise prospects across your assigned territory; this includes driving net-new business and growth within existing accounts
• Act as a trusted advisor by leveraging deep knowledge of wealth, banking, and financial services to influence buying decisions
• Build high-trust, multi-level relationships across client organizations, including with C-Suite executives
• Partner with Leadership, GTM, and Build to design account strategies that maximize client value and growth
• Lead outbound strategy and execution, including prospecting, cold outreach, and multi-channel campaigns
• Navigate long, complex deal cycles with resourcefulness and a solutions-oriented approach

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 51-100 employees