Teams at CapIntel

Own and close complex enterprise SaaS sales opportunities across a territory, driving new business and account expansion. Build executive-level relationships with wealth management and banking institutions, guide long deal cycles, execute outbound prospecting, and align CapIntel’s solution to measurable client value. Collaborate with leadership, go-to-market, and product teams to refine account strategies and scale repeatable commercial processes. Travel within the United States up to 25%.

Own advisor engagement within target wealth firms: research targets, execute outbound outreach (email/phone/LinkedIn), secure meetings and demos, build advisor relationships and champions, maintain CRM activity, and share advisor insights with Product, Marketing, Sales, and Customer Success to drive enterprise sales momentum.

Own advisor engagement at target wealth firms from outreach to demonstrations, build advisor relationships and champions, run meetings/roundtables, maintain CRM activity, and share advisor insights with Product, Marketing, Sales, and Customer Success to support enterprise account plans.