Account Executive - Banking and Lending - San Francisco Bay Area

Initio Capital LLC; San Francisco (CA); On-site; USD 100,000 - 167,000; Full time

Job summary

Initio Capital LLC in San Francisco Bay Area seeks an Account Executive to qualify business-finance needs and coordinate provider-led decisions. You will manage assigned accounts, run discovery conversations, and connect needs to relevant offerings with approved product information.

The role emphasizes coordinating demonstrations, proposals, and a documented next step, while maintaining proper approval boundaries and pricing controls. This is a contractor engagement with fixed monthly pay.

Qualifications

• Experience selling banking, lending, payroll, HR, or related B2B software solutions.
• Strong communication, organization, and follow-through.
• Ability to explain prior work without sharing confidential material.
• Familiar with startup and professional-services ecosystem in target city.

Responsibilities

• Qualify business-finance needs and coordinate provider-led decisions.
• Conduct discovery conversations with business owners and decision-makers.
• Connect needs to offerings and explain capabilities with product information.
• Coordinate demonstrations, questions, proposals, and next steps.

Skills

Account-executive experience

Clear communication

Startup ecosystem familiarity

Job description

Account Executive - Banking and Lending - San Francisco Bay Area

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 San Francisco Bay Area.

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.