Director of Strategic Relationships (Senior Account Executive) jobs in United States
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Casap · 5 months ago

Director of Strategic Relationships (Senior Account Executive)

Casap is a Series A startup based in San Francisco that aims to revolutionize banking with its autonomous banking platform. They are seeking a Director of Strategic Relationships to manage high-value bank, credit union, and fintech prospects, focusing on closing deals and building relationships with C-level executives.

FinanceFraud DetectionSoftware

Responsibilities

Own and manage a strategic territory (East or Central) 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

Qualification

B2B sales experienceSelling to financial servicesConsultative selling skillsPresentation skillsCommunication skillsFinancial services knowledgePirate ship mentalitySelf-starter mentality

Required

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 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
"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

Preferred

Financial services industry knowledge preferred but not required

Benefits

Equity

Company

Casap

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Casap provides a copilot and collaboration platform for automating disputes and preventing fraud for financial institutions.

Funding

Current Stage
Early Stage
Total Funding
$33.6M
Key Investors
Emergence CapitalLightspeed Venture PartnersPrimary Venture Partners
2025-08-07Series A· $25M
2024-10-28Seed· $7M
2024-10-28Pre Seed· $1.5M

Leadership Team

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Shanthi Shanmugam
Chief Executive Officer
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Saisi ​‌‌‍
Co-founder
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Company data provided by crunchbase