Founding Sales Lead

You’ll lead the charge from prospect to close, managing a full-cycle sales process that spans SMB to lower middle market clients.

About Basic Capital

Basic Capital is a fintech company reimagining America’s $1 trillion retirement system. We’re building the “mortgage for retirement”—unlocking market ownership and enabling wealth-building for every American. Our products, platform, and marketplace are designed to power a fundamentally new approach to retirement, reducing inequality and expanding access to wealth.

Our team includes leaders from Goldman Sachs, Uber, Block, and Robinhood, and we’re backed by premier investors including Lux, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. We’re a small, high-performance team working from SoHo, NYC, with a big mission to transform how Americans save and invest for retirement.

About the Role

We’re looking for a Founding Sales Lead to build and own the go-to-market function at Basic Capital. You’ll lead our sales efforts from prospect to close, managing a full-cycle process that spans SMB to lower middle market clients, while focusing on channel distribution partnerships as our primary sales motion.

This role blends direct selling, channel enablement, and partnership development—selling across multiple retirement products (SIMPLE IRA, 401(k)) and collaborating with distribution partners in industries like home services and other roll-up verticals. You’ll shape our sales playbook, design scalable processes, and lay the foundation for a sales organization others will follow.

You Will

  • Own the Sales Cycle from Meeting to Close:
    Manage the entire sales process, from first contact through negotiation, contracting, and activation—whether direct or through channel partners.

  • Build and Manage Channel Distribution Partnerships:
    Develop and deepen relationships with distribution partners, enabling them to drive adoption of our SIMPLE IRA and 401(k) solutions with their customer bases.

  • Navigate a Spectrum of Deal Sizes and Cycles:
    Manage both fast-moving SMB deals and longer, more complex lower middle market sales, adapting strategies to fit channel-driven and direct paths.

  • Sell Across Products and Platform:
    Drive adoption of both our retirement products and our broader platform, articulating value to partners, employers, and stakeholders.

  • Leverage Bottoms-Up Sales Motion:
    Tap into end-user interest and grassroots adoption to build momentum within organizations, while equipping channel partners to scale that motion.

  • Develop a Repeatable Sales Playbook:
    Codify messaging, processes, and best practices into a scalable playbook for future sales hires and partners.

  • Optimize for Automation:
    Identify opportunities to streamline sales processes, partner enablement, and reporting through automation and tooling.

You Have

  • Full-Cycle Sales Experience:
    5+ years managing complex sales cycles from prospecting to close, ideally in B2B fintech, SaaS, benefits, or financial services.

  • Experience with Channel Sales or Partner-Driven GTM:
    Proven track record working with channel partners, resellers, or distributors to drive product adoption and revenue.

  • Success Selling to SMB and Mid-Market Customers:
    Familiarity with both small business and mid-sized organizational sales processes, whether direct or via partners.

  • Multi-Product Sales Experience:
    Ability to sell across multiple products and tailor solutions to different customer segments and partner needs.

  • Bottoms-Up Sales Expertise:
    Experience leveraging user-led or grassroots demand to unlock organizational sales or adoption.

  • Entrepreneurial Drive:
    Excitement for building from scratch—owning strategy, execution, and iteration as an early-stage leader.

  • Excellent Communication and Storytelling:
    Ability to explain complex financial products and partnership models clearly to diverse audiences.

  • Process-Driven with a Bias for Automation:
    Proactive about building scalable workflows, automating repetitive tasks, and making sales ops efficient.

Bonus Points

  • Experience selling through channel partners in home services, franchising, or roll-up verticals

  • Familiarity with retirement or benefits products (401(k), SIMPLE IRA, SEP IRA, etc.)

  • Exposure to compliance-driven or regulated sales environments

  • Startup or founding team experience

Compensation

This role offers on target earnings of $275,000 plus meaningful equity compensation.

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No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Basic Capital Advisors, LLC pursuant to a written advisory agreement between such entity and the recipient.

The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio.

This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.

Basic Capital Group Inc, is the direct owner of Basic Capital Markets LLC. Basic Capital Markets LLC has not yet been approved as a member of FINRA/SIPC.

Basic Capital Advisors LLC’s internet-based advisory and administrative services are designed to assist clients in achieving customer defined financial goals. They are not intended to provide comprehensive tax advice or provide comprehensive financial planning with respect to all aspects of your financial situation, nor do they account for specific investments held outside our platform. Investing in securities carries inherent risks, including the possibility of losing money. While asset allocation and diversification aim to manage risk, they do not ensure profits or protect against losses, and past performance does not guarantee future outcomes.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Basic Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

Private placement investments are not bank deposits (and thus not insured by the FDIC or by any other federal governmental agency), are not guaranteed by Basic Capital or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.

In-app investment advisory services are provided by Basic Capital Advisors LLC ("Basic Capital Advisors"), an SEC registered investment adviser, and a wholly owned subsidiary of Basic Capital Group Inc, a Section C Delaware Corporation.In-app brokerage and custody services are provided by Apex Fintech Solutions LLC, member FINRA/SIPC. IRA plans are provided by Apex Custody Solutions and opened via the Basic Capital application.

Basic Capital is not a bank. Certain services are offered through Plaid, Fragment, Apex and Footprint and none of such entities is affiliated with Basic Capital. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.

Basic Capital, 137 Grand Street, 4th Floor, New York, NY 10013. 855-800-8322

Articles or information from third-party media outside of this domain may discuss Basic Capital or relate to information contained herein, but Basic Capital does not approve and is not responsible for such content.

Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest.Investing in private placements requires long-term commitments, and the ability to afford to lose the entire investment.

Investment advisory services are only provided to clients of Basic Capital Advisors, LLC, an investment advisor registered with the Securities and Exchange Commission, pursuant to a written advisory agreement.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf.

© 2024 Basic Capital. All rights reserved.

SOC 2

TYPE 2

No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Basic Capital Advisors, LLC pursuant to a written advisory agreement between such entity and the recipient.

The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio.

This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.

Basic Capital Group Inc, is the direct owner of Basic Capital Markets LLC. Basic Capital Markets LLC has not yet been approved as a member of FINRA/SIPC.

Basic Capital Advisors LLC’s internet-based advisory and administrative services are designed to assist clients in achieving customer defined financial goals. They are not intended to provide comprehensive tax advice or provide comprehensive financial planning with respect to all aspects of your financial situation, nor do they account for specific investments held outside our platform. Investing in securities carries inherent risks, including the possibility of losing money. While asset allocation and diversification aim to manage risk, they do not ensure profits or protect against losses, and past performance does not guarantee future outcomes.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Basic Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

Private placement investments are not bank deposits (and thus not insured by the FDIC or by any other federal governmental agency), are not guaranteed by Basic Capital or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.

In-app investment advisory services are provided by Basic Capital Advisors LLC ("Basic Capital Advisors"), an SEC registered investment adviser, and a wholly owned subsidiary of Basic Capital Group Inc, a Section C Delaware Corporation.In-app brokerage and custody services are provided by Apex Fintech Solutions LLC, member FINRA/SIPC. IRA plans are provided by Apex Custody Solutions and opened via the Basic Capital application.

Basic Capital is not a bank. Certain services are offered through Plaid, Fragment, Apex and Footprint and none of such entities is affiliated with Basic Capital. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.

Basic Capital, 137 Grand Street, 4th Floor, New York, NY 10013. 855-800-8322

Articles or information from third-party media outside of this domain may discuss Basic Capital or relate to information contained herein, but Basic Capital does not approve and is not responsible for such content.

Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest.Investing in private placements requires long-term commitments, and the ability to afford to lose the entire investment.

Investment advisory services are only provided to clients of Basic Capital Advisors, LLC, an investment advisor registered with the Securities and Exchange Commission, pursuant to a written advisory agreement.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf.

© 2024 Basic Capital. All rights reserved.

SOC 2

TYPE 2

No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Basic Capital Advisors, LLC pursuant to a written advisory agreement between such entity and the recipient.

The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio.

This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.

Basic Capital Group Inc, is the direct owner of Basic Capital Markets LLC. Basic Capital Markets LLC has not yet been approved as a member of FINRA/SIPC.

Basic Capital Advisors LLC’s internet-based advisory and administrative services are designed to assist clients in achieving customer defined financial goals. They are not intended to provide comprehensive tax advice or provide comprehensive financial planning with respect to all aspects of your financial situation, nor do they account for specific investments held outside our platform. Investing in securities carries inherent risks, including the possibility of losing money. While asset allocation and diversification aim to manage risk, they do not ensure profits or protect against losses, and past performance does not guarantee future outcomes.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Basic Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

Private placement investments are not bank deposits (and thus not insured by the FDIC or by any other federal governmental agency), are not guaranteed by Basic Capital or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.

In-app investment advisory services are provided by Basic Capital Advisors LLC ("Basic Capital Advisors"), an SEC registered investment adviser, and a wholly owned subsidiary of Basic Capital Group Inc, a Section C Delaware Corporation.In-app brokerage and custody services are provided by Apex Fintech Solutions LLC, member FINRA/SIPC. IRA plans are provided by Apex Custody Solutions and opened via the Basic Capital application.

Basic Capital is not a bank. Certain services are offered through Plaid, Fragment, Apex and Footprint and none of such entities is affiliated with Basic Capital. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.

Basic Capital, 137 Grand Street, 4th Floor, New York, NY 10013. 855-800-8322

Articles or information from third-party media outside of this domain may discuss Basic Capital or relate to information contained herein, but Basic Capital does not approve and is not responsible for such content.

Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest.Investing in private placements requires long-term commitments, and the ability to afford to lose the entire investment.

Investment advisory services are only provided to clients of Basic Capital Advisors, LLC, an investment advisor registered with the Securities and Exchange Commission, pursuant to a written advisory agreement.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf.

© 2024 Basic Capital. All rights reserved.

SOC 2

TYPE 2