CapIntel delivers an investment comparison and proposal platform that transforms complex data into clear, client-ready presentations. By integrating in-depth analytics, risk alignment, and customizable proposal templates into a streamlined workflow, it standardizes sales enablement for enterprises and ensures polished proposals. The solution empowers advisors to work more efficiently and equips clients with the clarity needed to invest confidently. CapIntel’s distinctive blend of advanced analytics and user-friendly design elevates finance and supports wealth creation for all.
Open Positions
Strategic Account Executive
5-10 years of experience in U.S. Financial Services Sales, with a proven track record of closing complex, high-value deals
Senior Product Manager (Data)
5+ years of experience in product leadership, technical fluency, and data stack expertise
Senior Backend Developer, Data Team
5-10 years of experience in software development, data pipelines, and API integrations
Revenue Accounting Manager
5+ years of experience as a Revenue Accounting Manager or similar role in a SaaS environment, with hands-on ownership of revenue recognition and reporting
Strategic Account Executive
2+ years of experience in U.S. financial services sales, enterprise sales track record, and ability to close complex deals
Senior Backend Developer, Data Team
5-10 years of experience developing data pipelines in a robust backend language, with strong system design fundamentals and the ability to learn or work with TypeScript
