Senior AE (Director of Strategic Relationships)
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. you'd 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. We're 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 You'll 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