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CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. The company has achieved rapid growth since 2019, earning recognition in Deloitte's Technology Fast 50 Canada and Fast 500 North America in 2025.
In this Senior Account Executive role, you will drive CapIntel's expansion across the US market. You'll own and close a pipeline of enterprise opportunities across your territory, focusing on net-new business and expansion within existing accounts at some of the country's largest financial institutions and banks. Your responsibilities include:
- Owning and closing complex, high-value enterprise deals with large financial institutions
- Acting as a trusted advisor by leveraging deep knowledge of wealth, banking, and financial services to shape buying decisions
- Building high-trust, multi-level relationships across client organizations, including with C-Suite executives
- Partnering with Leadership, GTM, and Build teams to apply and adapt account strategies that maximize client value and growth
- Executing outbound strategy within an established framework, including prospecting, targeted outreach, and multi-channel campaigns
- Navigating long, complex deal cycles with commercial judgment and a solutions-oriented approach
While CapIntel is remote-first, this role requires travel up to 25% (approximately 1x per quarter) within the United States for in-person client engagement.
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 on strategic prioritization across a large territory and multiple high-value deals
- Ability to operate pragmatically in a fast-moving environment, refining and improving existing approaches
- 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
BONUS EXPERIENCE:
- Background in financial services or wealth management
- Experience selling sales enablement or fintech solutions
