The posting
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



