Casa Inc.

Sales

• Build and execute a segmented sales strategy across Casa's institutional, retail, and financial service offerings.
• Own outbound targeting across Enterprise, Business, and Private Client segments.
• Own revenue forecasting, quota setting, and team KPIs across B2B and B2C.
• Make Casa an AI-native sales org! For Casa, this means using AI to make the team faster, smarter, and more effective as we scale.
• Recruit top sales talent and lead a team built to hit both inbound and outbound goals.
• Keep sales playbooks current across lead types: fast-response inbound, multi-touch outbound sequences, and account management in partnership with CS (upsell, cross-sell, renewals, advocacy).
• Regularly shadow calls, review communications, and coach the team.
• Continuously improve how we manage leads, run calls, follow up, and close.
• Set client expectations correctly from the start to support long-term retention, and ensure smooth handoffs to Customer Success.
• Standardize lead routing, qualification criteria, and HubSpot workflows.
• Build reporting dashboards and enablement resources. This includes objection handling for things like custodial risk, multi-sig complexity, and pricing.
• Own the pipeline in HubSpot, ensuring accuracy for leadership and board reporting.
• Work with BD and Partnerships to identify co-selling opportunities with banks, tax providers, estate planners, and OTC desks.
• Experiment with new channels, including conferences, Bitcoin meetups, treasury outbound campaigns, referral programs.

Director of Sales