Senior Account Executive
Core
Closing complex, high-value enterprise deals for a wealth management software platform to help financial advisors explain investment strategies to clients.
Role type
Senior Account Executive (Enterprise SaaS)
Builds
CapIntel software platform for wealth management enterprises
Domain
Financial Services / Wealth Management / Fintech
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Enterprise SaaS closing, outbound prospecting, strategic prioritization, relationship building, value-based selling, commercial judgment
Preferred skills
Financial services or wealth management background, sales enablement or fintech solutions experience
Technologies
CapIntel platform
Responsibilities
Own and close a pipeline of enterprise opportunities across territory, act as a trusted advisor to shape buying decisions, build high-trust multi-level relationships with C-Suite executives, partner with Leadership/GTM/Build to adapt account strategies, execute outbound strategy including prospecting and multi-channel campaigns, navigate long complex deal cycles
Seniority
Senior, hands-on IC