Key skills
CRMSales
About this role
Kapitalwise Inc. provides a unified client acquisition and retention platform designed for financial advisors. They are seeking a Sales Executive who will own the full sales cycle, engage with financial advisors, and consistently meet revenue targets.
Responsibilities:
- Own the full sales cycle — from prospecting to closing deals
- Engage with financial advisors, RIAs, and wealth managers to understand their client acquisition needs
- Demo Kapitalwise’s platform and communicate value clearly
- Build and manage a strong pipeline using CRM tools (HubSpot)
- Collaborate with marketing and partnerships teams to optimize lead flow
- Consistently meet or exceed monthly revenue targets