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 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.