高级客户经理
Senior Account Executive
CapIntel 是一个为财富管理企业打造的软件平台，帮助金融顾问向客户解释复杂的投资策略。北美一些最大银行的顾问通过使用 CapIntel 轻松比较投资并创建有说服力、具有教育意义的演示文稿，赢得客户的信任。最终，我们致力于让投资者获得更好的服务，理解他们的投资，并安心地知道他们的未来是安全的。
自 2019 年推出以来，CapIntel 得到了快速采用和行业认可，在 2025 年位列德勤加拿大 Technology Fast 50 和北美 Fast 500 榜首，使我们跻身增长最快的科技公司之列。为了支持这一势头，我们正在迅速扩大团队——投资于能够规模化推动创新的人才，以扩大我们在北美财富管理行业的影响力。
关于该职位
CapIntel 正在加速扩展美国市场，该职位旨在加快这一进程。你将加入一个在财富和银行机构中已有实际成效的市场推广团队，在一个对我们的产品有强烈需求的市场中工作。你的重点是成交：负责复杂且高价值的企业交易，并引导国内最具影响力的金融机构做出现代化其顾问与客户互动方式的决策。你将与领导层、市场推广和产品团队紧密合作，优化现有策略，加强与大型机构的商业方法，并将现有的引擎转变为可重复的模式。
虽然 CapIntel 是一家以远程办公为主的企业，但我们认为与客户的面对面时间至关重要。该职位预计在美国内每年需要出差最多 25%（每季度一次）。
你会做以下事情：
- 在你的区域内负责并完成企业机会的管道，推动新业务以及现有客户的增长
- 通过深入了解财富管理、银行业和金融服务的知识，作为值得信赖的顾问来影响购买决策
- 在客户组织内部建立高信任度、多层次的关系，包括与高管层的联系
- 与领导层、市场推广和产品团队合作，应用和调整现有的客户策略，以最大化客户价值和增长
- 在既定框架内执行外向策略，包括客户开发、定向接触和多渠道活动
- 在具有商业判断力的情况下处理漫长而复杂的交易流程，提供解决方案
查看英文原文
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.
Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
About the Role
CapIntel is scaling in the US, and this role is about accelerating that momentum. You'll join an established go-to-market team with real traction among wealth and banking institutions, in a market with strong demand for what we do. Your focus is closing: owning complex, high-value enterprise deals and guiding some of the country’s most influential financial institutions through decisions that modernize how their advisors engage clients. You’ll work closely with Leadership, GTM, and Build to sharpen what’s already working, strengthen our commercial approach with large institutions, and turn a working engine into a repeatable one.
While CapIntel is a remote-first company, we believe in prioritizing in-person time with our clients. This role will be expected to travel up to 25% (1x per quarter) within the United States.
What you'll do:
- Own and close a pipeline of enterprise opportunities across your territory, driving net-new business and expansion within existing accounts
- Act as a trusted advisor by leveraging deep knowledge of wealth, banking, and financial services to shape and influence buying decisions
- Build high-trust, multi-level relationships across client organizations, including with C-Suite executives
- Partner with Leadership, GTM, and Build to apply and adapt existing account strategies that maximize client value and growth
- Execute outbound strategy within an established framework, including prospecting, targeted outreach, and multi-channel campaigns
- Navigate long, complex deal cycles with commercial judgment and a solutions-oriented approach
What we're looking for:
- Enterprise SaaS closing: proven success running full-cycle sales processes to close with large, complex organizations
- Outbound and prospecting: comfort with cold outreach and experience building new opportunities in untapped accounts
- Strategic prioritization: sound judgment on where to spend time across a large territory and multiple high-value deals
- Pragmatic operator: comfortable in a fast-moving environment, and inclined to refine and improve what exists rather than rebuild it
- Relationship builder: skilled at developing strong, multi-layered partnerships, including at the executive level
- Value-based selling: adept at 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
Not sure you meet every requirement?
We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.
Why you'll enjoy working here
Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.
Originally posted on Himalayas