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Senior Account Executive, Strategic Relationships

Casap
Remote
Remote· 3 months ago

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Senior AE (Director of Strategic Relationships)

Location: Remote

Department: Revenue

Location Type: REMOTE

Employment Type: FULL_TIME

Location(s)


This is a remote role. We do have offices in San Francisco, CA or New York, NY you can work from if you are in those cities. youd like.

About the Role


  • Casap is looking for a Senior AE (official job title: Director of Strategic Relationships) to own and close deals with our most strategic bank, credit union, and fintech prospects. Were not looking for someone who needs hand-holding - we want someone with a pirate ship mentality who can operate without big company brand recognition and build something meaningful in financial services.

What Youll Do


  • Own and manage a strategic territory of high-value bank, credit union, and fintech prospects
  • Close high ACV deals with longer sales cycles at top-tier financial institutions
  • Partner closely with a Director of Growth to develop account strategy and work qualified opportunities through the sales process
  • Conduct strategic discovery calls, product demonstrations, and executive-level presentations
  • Travel 1-2 times per month for in-person customer meetings, events, and relationship building
  • Build and maintain relationships with C-level and VP-level executives at large financial institutions
  • Navigate complex sales processes, multi-stakeholder decision-making, and robust approval processes, at enterprise accounts
  • Collaborate with internal teams to ensure successful customer onboarding and expansion opportunities
  • Contribute to sales process refinement as the company scales
  • Participate in industry conferences and customer events to build market presence

What You’ve Done


  • Multiple years of B2B sales experience with a track record of closing mid-six-figure deals
  • Proven experience selling into large financial services accounts (banks, credit unions, fintechs)
  • Strong discovery and consultative selling skills with ability to build business cases for complex solutions
  • Experience navigating longer sales sales cycles with multiple stakeholders and decision makers is a plus
  • Exceptional presentation and communication skills with C-level executives
  • Self-starter mentality with ability to operate with high autonomy in startup environment
  • Comfortable with travel (1-2 times per month) for customer meetings
  • Financial services industry knowledge preferred but not required
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