Capital Strategist (Account Executive)

Industry FInTech

$80K — $120K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-7+ years in business development, capital raising, or client-facing roles
  • Conversational fluency in English with strong communication skills
  • Direct experience with fundraising operations in investment platforms or funds
  • Deep understanding of private capital firm operations and investor relationships
  • Ability to build and manage sales pipelines individually
  • Strong consultative and strategic business communication abilities
  • Demonstrated confidence in leading discussions with executives and investors

Responsibilities

  • Own the entire client acquisition process from outreach to onboarding
  • Manage and grow your own client pipeline effectively
  • Conduct structured discovery calls and business discussions
  • Assess firms' capital raising structure and operational issues
  • Advise clients on improving operational efficiency and scalability
  • Position AxisKey as an essential operational partner for capital raising
  • Foster long-term relationships with clients throughout the sales process

Benefits

  • Competitive base salary and annual performance bonus
  • Incentives based on revenue generation and client acquisition
  • Health benefits package and paid time off
  • Company equipment provided for remote work
  • Opportunity to engage directly with industry leaders
  • Career advancement opportunities in a growing fintech company
Full Job Description
We're Hiring: Capital Strategist (Account Executive)
Remote (U.S.) Full-Time

The Role
We're hiring Capital Strategists (Account Executives) to join our Capital Platform team and own the full client acquisition cycle, from the first conversation through closing and onboarding.

At AxisKey, we do not approach sales as traditional product selling. Our Capital Platform team acts as a strategic partner to the firms we work with, helping them identify operational gaps, improve how they raise capital, and build more scalable infrastructure around investor engagement and growth.

You'll build and manage your own pipeline, lead structured business conversations with prospective firms, and guide them through the full decision-making process. This is a consultative, relationship-driven role focused on understanding each firm's challenges, positioning AxisKey as the right operational solution, and driving long-term client partnerships.You'll work closely with leadership and take ownership of pipeline growth, client acquisition, and revenue generation.

What You'll Do
  • Own the full client acquisition cycle from outreach and discovery to closing
  • Build, manage, and grow a pipeline of prospective AxisKey clients
  • Lead structured discovery calls and strategic business conversations with firms
  • Understand each firm's current capital raising structure, operational challenges, and growth goals
  • Identify operational gaps and advise firms on scalable processes and infrastructure improvements
  • Position AxisKey as the operational platform that supports scalable capital raising operations
  • Build strong long-term relationships throughout the sales process
  • Handle objections, commercial discussions, and negotiations confidently
  • Collaborate closely with the Client Onboarding team to ensure a smooth transition from signed client to active platform engagement
  • Maintain accurate CRM updates, forecasting, and pipeline visibility
  • Take ownership of revenue generation, conversion performance, and overall sales outcomes
  • Help improve and refine the company's sales process, messaging, and outbound strategies over time


Must-Haves
  • Fluent English, both written and spoken, with exceptional professional communication skills
  • 3-7+ years of experience in full-cycle business development, capital raising, investor relations, or high-level client-facing roles
  • Direct exposure to fundraising activity through a company, fund, sponsor, or investment platform that actively raised capital
  • Strong understanding of how private capital firms operate, raise capital, and manage investor relationships
  • Strong ability to build pipeline, manage relationships, and close new business
  • Confidence leading business conversations with founders, executives, and investment professionals
  • Strong consultative and strategic communication skills
  • Professional, polished, and highly credible presence in meetings and presentations
  • High level of ownership, accountability, and self-management
  • Comfortable operating in a fast-paced, high-performance environment
  • Strong commercial judgment and problem-solving mindset


Bonus Points For
  • Experience in private equity, real estate investment, venture capital, or capital markets
  • Experience working directly with fundraising teams, investor relations teams, or placement processes
  • Understanding of investor communications, fundraising processes, or investor operations
  • Experience selling SaaS platforms, operational services, or advisory solutions
  • Familiarity with CRM systems and outbound business development workflows
  • Existing network within the private capital markets ecosystem


What You'll Get
  • Competitive base salary
  • Performance-based incentives tied to revenue generation and new client acquisition
  • Annual performance bonus
  • Health benefits package
  • Paid time off +sick days
  • Company laptop and tools
  • Opportunity to work directly with founders, investment firms, and private market operators
  • Career growth within a fast-scaling fintech company operating at the intersection of capital markets and technology


Ready to Join the Team?
We'd love to hear from you! You can apply in any of these ways:

Subject: Capital Strategist (Account Executive) - [Your Name]
• Apply through our hiring platform: Trakstar
• Or apply directly via LinkedIn

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