Account Executive - Banking and Lending - New York

Initio Capital; New York (NY); Presencial; USD 100.000 - 167.000; Tempo parcial

Resumo da vaga

Initio Capital LLC is seeking an Account Executive for Banking and Lending in New York. The role focuses on qualifying business-finance needs and coordinating provider-led decisions, with scope and engagement terms defined before work begins.

The position is contractor-based, offering fixed monthly pay between $9,000 and $15,000, and requires strong communication, organization, and the ability to connect client needs with banking software solutions.

Qualificações

• Experience selling banking, lending, payroll, HR, or related B2B software.
• Strong verbal and written communication; independent organization and follow-through.
• Ability to explain prior work without sharing confidential information.
• Familiarity with startup and professional-services ecosystems in New York.

Responsabilidades

• Qualify business-finance needs and coordinate provider-led decisions.
• Run discovery and solution conversations with business owners and decision-makers.
• Connect needs to offerings and explain capabilities with approved product information.
• Coordinate demonstrations, questions, proposals, and next steps.
• Manage an accurate opportunity pipeline with timing, risks, and follow-up actions.
• Coordinate with BDRs, partner teams, and provider representatives on handoffs.
• Respect approval boundaries: provider terms, credit decisions, pricing, and contracts remain with the authorized party.

Conhecimentos

Account-exec experience

B2B software sales

Banking & lending knowledge

Communication skills

Organization & follow-through

Descrição da vaga

Account Executive - Banking and Lending - New York

Initio Capital is accepting applications for a paid Account Executive - Banking and Lending opening focused on qualifying business-finance needs and coordinating provider-led decisions in New York.

The work

As a Account Executive - Banking and Lending, your specialty is qualifying business-finance needs and coordinating provider-led decisions. Scope, assigned accounts or searches, workload, and engagement terms must be agreed before work starts.

Responsibilities

• Apply your experience in qualifying business-finance needs and coordinating provider-led decisions to the agreed work.
• Run discovery and solution conversations with business owners and decision-makers.
• Connect qualified needs to relevant offerings and explain capabilities using approved product information.
• Coordinate demonstrations, stakeholder questions, proposals, and a documented next step.
• Manage an accurate opportunity pipeline with realistic timing, risks, and follow-up actions.
• Work with BDRs, partner teams, and provider representatives on clean handoffs.
• Respect approval boundaries: provider terms, credit decisions, pricing, and contracts remain with the authorized party.

Qualifications

• Previous account-executive experience selling banking, lending, payroll, HR, or related B2B software solutions.
• Clear communication, independent organization, and reliable follow-through.
• Ability to explain relevant prior work without sharing confidential client or employer material.
• Familiarity with the startup and professional-services ecosystem in the target city.

Engagement and compensation

Fixed pay: $9,000 to $15,000 per month. Engagement: contractor.

Professional standards

Respect existing employment obligations and disclose conflicts. Do not bring proprietary customer or candidate lists. Use approved tools and handle personal data only for the agreed purpose.

Applicants are evaluated on relevant experience and skills without regard to protected characteristics.