Casap is hiring a Director of Strategic Relationships (Senior Account Executive) to own and close deals with strategic bank, credit union, and fintech prospects. You'll focus on working a pipeline of qualified, high-value opportunities through a complete sales process in a defined territory.
What You'll Do
- Own and manage a strategic territory (East or Central) of high-value bank, credit union, and fintech prospects.
- Close high annual contract value 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 We're Looking For
- 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.
- Exceptional presentation and communication skills with C-level executives.
- Self-starter mentality with ability to operate with high autonomy in a startup environment.
- A "pirate ship" mentality—hungry, resourceful, and able to succeed without big company brand recognition.
- Comfortable with travel (1-2 times per month) for customer meetings.
Nice to Have
- Experience navigating longer sales cycles with multiple stakeholders and decision makers.
- Financial services industry knowledge.
Team & Environment
You will partner closely with a dedicated Senior Strategic BDR (Director of Growth). Our culture embraces a pirate ship mentality—operating without big company brand recognition to build something meaningful from the ground up. Our mission is to change the way banks operate by building an autonomous banking platform.
