Role Description 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. - 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 Qualifications - 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 - Comfortable with travel (1-2 times per month) for customer meetings - Financial services industry knowledge preferred but not required Benefits - Competitive base salary benchmarked against real-time market data - Equity for all full-time roles - Full health, vision & dental coverage - One Medical membership - Stocked kitchens + weekly lunches - Commuter benefit - Team building events & happy hours - Flexible PTO - Apple equipment + annual home office budget Company Description Casap is an equal opportunity employer that supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity/expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class. Casap is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities.

• Drive sales growth and build customer relationships within independent pharmacies • Develop and execute strategic sales plans • Identify and cultivate new business opportunities • Conduct customer visits and presentations • Educate pharmacy owners and staff on products and best practices • Collaborate with internal teams for seamless customer experience • Utilize CRM tools for sales activities and managing accounts • Negotiate pricing and contract terms

• Conduct outbound sales and marketing calls to local businesses • Introduce the dental practice and medspa services to prospective referral partners • Confidently represent the practice and communicate the value of its services • Build rapport and establish professional relationships with business owners and decision-makers • Schedule face-to-face meetings between the practice owner and local businesses • Generate referral opportunities for both the dental practice and medspa • Maintain consistent follow-up with prospective referral partners • Track outreach activities and appointment outcomes • Research and contact businesses located within a 5–6 mile radius of the practice • Maintain an organized prospect pipeline • Provide regular updates on outreach progress and scheduled meetings • Support practice growth through consistent prospecting efforts

• Become and act as an expert on the company’s products, student data, the issues faced by teachers in the classroom, and the latest educational trends at the local, state, and national level. • Develop and execute a sales territory plan for the assigned territory in collaboration with Implementation Service Team members. • Establish and maintain strong consultative relationships with high-level school district leaders in targeted accounts. • Deliver key sales presentations virtually or in person. • Plan and execute regional events and conference attendance/sponsorships. • Engage in sales activities to generate revenue and meet territory plan metrics. • Create and maintain accurate opportunities pipeline. • Forecast sales results and adjust territory plan to align with annual priorities. • Proactively share market trends, industry news, and competitive information with leadership to impact future CA offerings and solutions.