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CAIS Solutions Business Development Representative (SaaS)



Sales & Business Development
New York, NY, USA
Posted on Friday, October 27, 2023

We are seeking a Vice President to join the CAIS Solutions Sales team in our New York City office. This key client-facing role will be accountable for positioning our technology platform to solve various client needs, filling and driving the sales pipeline, closing enterprise-level deals across industry verticals, and collaborating with stakeholders across the business to ensure a seamless end-to-end client experience.

Ideal candidates have a strong track record for exceeding sales targets within the SaaS / PaaS space, and bring expertise spanning both Financial Services and Technical Sales. You are passionate about the power of technology to alleviate operational pain points, specifically at the intersection of Alternative Investment and Independent Wealth Management spaces. This is an excellent opportunity for an entrepreneurial, energetic, and sharp Business Development Representative to showcase their ability to drive impactful solutions with the power to transform the status quo within our industry.


  • Drive sales revenue through executing on a plan that leverages inside sales leads and expands client base through proactive outbound prospecting efforts
  • Engage with prospects to understand their unique and specific pain points, and produce compelling business cases to meet their needs
  • Lead in-person and virtual client presentations to key decision makers at RIAS and IBDs, including information discovery sessions, product demonstrates, and client proposals – consistently highlighting the CAIS platform’s technical capabilities and value proposition
  • Structure, negotiate and close sales agreements, ensuring favorable terms and mutually beneficial outcomes
  • Partner with internal teams spanning marketing, Product, sales, legal and compliance, operations, and client service, to ensure a seamless customer experience and successful implementation of new accounts
  • Provide strategic insights, pipeline updates, and regular reports to management on the growth of the business line
  • Stay informed about industry trends, competitive landscape, and market developments to effectively position CAIS solutions offerings and differentiate them from competitors


  • Bachelor's degree in business, finance, or a related field. MBA is a plus.
  • 5+ years of experience technical sales, account management role, or equivalent
  • Prior experience building SaaS/PaaS sales strategy and standardizing best practices
  • Experience with both inside and outside sales, including lead generation and outbound prospecting
  • Strong understanding of the independent wealth management space, with experience working with Independent Financial Advisors, Independent Broker Dealers, Family Offices, etc.
  • Familiarity with the alternative investment landscape with experience working with Asset Managers and Asset Servicing Firms
  • Willingness to travel as necessary to meet with clients and attend industry events
  • Exceptional in-person, verbal, and written communication skills
  • Business bilingual, and able to effectively communicate with business, technical, product, and operational stakeholders; and translate consistent messaging across various audiences
  • Ability to work both independently as well as collaboratively within an entrepreneurial work environment
  • Passion, drive, and the desire to be a part of a growing team that makes a difference for both the company and our clients

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $125,000 - $175,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: