Senior Account Executive

CapIntel

. Own and close a pipeline of enterprise opportunities across the territory .

Posted 9/21/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in enterprise SaaS sales processes, with a focus on building high-trust relationships and executing effective outbound strategies. Proven ability to navigate complex deal cycles and deliver measurable ROI through value-based selling in the financial services sector.

Highest-signal resume keywords

Enterprise SaaS SalesValue-Based SellingCold OutreachFinancial Services ExperienceMulti-Layered Partnerships

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Full-Cycle Sales ProcessesAccount Strategy DevelopmentProspectingTargeted OutreachSolutions Alignment

Soft Skills

Commercial JudgmentRelationship BuildingAdaptabilityJudgment Prioritization

Industry Keywords

Wealth ManagementFintech SolutionsSales EnablementGo-To-Market StrategyC-Suite Engagement

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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