Back

Senior AE (Director of Strategic Relationships)

CasapRemote
You will be redirected to the main website
Posted on: 27 Sep 2026

Job Description

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
Senior AE (Director of Strategic Relationships)Casap