Sales Executive (Remote) jobs in United States
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Kapitalwise Inc. · 8 hours ago

Sales Executive (Remote)

positionUnited States
timeContract
remoteRemote
seniorityEntry, Mid Level
date1+ years exp

Kapitalwise Inc. is an AI-driven lead generation and client engagement platform designed to assist financial advisors and wealth managers. They are seeking a motivated Sales Executive to manage the full sales cycle and expand their advisor base and strategic partnerships nationwide.

AnalyticsArtificial Intelligence (AI)BankingFinanceFinTechPredictive AnalyticsSoftware

Responsibilities

Own the full sales cycle from prospecting to closing for independent financial advisors, RIAs, and broker-dealers
Develop and maintain a robust pipeline of qualified leads through targeted outbound outreach, strategic referrals, and effective inbound inquiries
Conduct product demos and present Kapitalwise’s value proposition tailored to advisor pain points
Collaborate with marketing and customer success teams to improve onboarding, retention, and upsell opportunities
Track all sales activity and performance metrics using CRM tools
Stay informed on industry trends and competitors in the advisor technology and lead generation space

Qualification

B2B sales experienceSelling to financial advisorsCRM platforms proficiencyConsultative sellingRelationship-building skillsCommunication skillsNegotiation skillsPresentation abilitiesSelf-starter

Required

1-3 years of B2B sales experience, ideally in fintech, martech, or SaaS
Strong consultative selling and relationship-building skills
Excellent communication, negotiation, and presentation abilities
Self-starter with a track record of exceeding targets in fast-paced environments
Proficient with CRM platforms (e.g., HubSpot, Salesforce)

Preferred

Experience selling to financial advisors, RIAs, or financial services firms preferred

Benefits

Monthly retainer with uncapped commission structure
Equity opportunities in a fast-growing VC-backed startup
Flexible remote work environment
Direct access to leadership and opportunities for rapid career advancement
The chance to be part of a mission-driven team reshaping how financial advisors grow their practice

Company

Kapitalwise Inc.

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Kapitalwise offers a unified client acquisition and retention platform for financial advisors.
dateFounded in 2017
location
New York, New York, USA
people-size11-50 employees
web-link
https://www.kapitalwise.com

Funding

Current Stage
Early Stage
Total Funding
$0.84M
Key Investors
FinTech SandboxTechstars
2021-05-01Equity Crowdfunding· $0.32M
2020-08-01Series Unknown
2020-03-19Equity Crowdfunding

Leadership Team

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Sajil Koroth
Founder & Chief Architect
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Recent News

Kingscrowd
KapitalWise
2025-12-04
Company data provided by crunchbase