Since we launched in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. We’ve transformed the client experience around investments and are working with some of the largest wealth and asset management firms in North America to modernize their sales processes with innovative Wealth Tech. CapIntel’s sales enablement platform helps enterprises bridge crucial efficiency and communication gaps by enhancing how advisors and wholesalers analyze, present, and sell investments to retail investors.

CapIntel is expanding rapidly, having achieved over 750% growth in 2021 followed by a $14M Series A and significant growth in 2022. We’re continuing to build our team to support our transformative impact on the wealth industry.

About The Role

Your role as Director of Sales, Strategic Sales, is pivotal in driving revenue growth, building strong relationships, and positioning CapIntel as a leader in the industry. Your ability to lead, strategize, and execute effectively will contribute significantly to the company's ongoing success and impact on the wealth industry. We are partnering with Artemis Canada on this search and we are open to candidates located in the Greater Toronto Area or New York City.

"}" data-trix-content-type="undefined" data-trix-id="5652" class="attachment attachment--content"> Leadership and Team Building: Establishing and nurturing an engaging and positive culture within the Strategic Account Executive team, comprised of 3 Account Executives and 1 Solutions Engineer, with room to grow. This includes fostering an environment of support, creativity, ownership, and fun. Providing leadership and guidance to ensure the team is aligned with CapIntel's mission and goals.

Fostering professional development within the team, ensuring that each member is equipped with the necessary skills and knowledge. Growth Strategy and Footprint Expansion: Contributing significantly to the development and execution of CapIntel's Go-To-Market (GTM) strategy, especially in the Strategic Enterprise segment. Playing a pivotal role in expanding CapIntel's footprint across North America, identifying and capitalizing on growth opportunities in the strategic enterprise market.

Collaborating with other key stakeholders to align sales strategies with overall business objectives. Executive Relationship Building: Building and owning senior-level executive relationships with partner organizations. This involves establishing trust and credibility with key decision-makers.

Working closely with executives to understand their needs, challenges, and objectives, and position CapIntel as a strategic partner in addressing these concerns. Sales Strategy and Execution: Developing and implementing effective outbound sales strategies to acquire new clients, close new logos, and grow existing customer accounts. Providing strategic direction to the team, ensuring that sales efforts are aligned with the company's objectives and market demands.

Monitoring and analyzing sales performance metrics, identifying areas for improvement and implementing necessary changes. Customer Engagement and Satisfaction: Contributing to the enhancement of customer engagement by ensuring that the sales team delivers transparent, data-driven, and personalized information to clients. Working closely with the team to facilitate meaningful conversations between advisors and clients, aligning with CapIntel's mission to elevate personal finance.

Alignment with Industry Trends: Staying on top of industry changes and trends, ensuring that CapIntel remains at the forefront of the wealth industry transformation. Leveraging industry insights to continually refine and improve sales strategies, ensuring they align with the evolving needs of financial professionals and investors.