Account Executive - Business Banking - New York

Initio Capital; New York (NY); On-site; USD 100,000 - 167,000; Full time

Job summary

Initio Capital LLC in New York is seeking an Account Executive for Business Banking, focused on consultative selling of business accounts and financial-services solutions in the local market.

You will run discovery conversations with business owners, connect needs to offerings, and coordinate demonstrations, proposals, and next steps, while maintaining a clean, accurate pipeline and coordinating handoffs with BDRs and providers.

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.

Responsibilities

• Apply your experience in consultative selling of business accounts and financial-services solutions 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.

Skills

Account executive experience

Clear communication

Independence / self-organization

Startup ecosystem familiarity

Job description

Account Executive - Business Banking - New York

Initio Capital is accepting applications for a paid Account Executive - Business Banking opening focused on consultative selling of business accounts and financial-services solutions in New York.

The work

As a Account Executive - Business Banking, your specialty is consultative selling of business accounts and financial-services solutions. Scope, assigned accounts or searches, workload, and engagement terms must be agreed before work starts.

Responsibilities

• Apply your experience in consultative selling of business accounts and financial-services solutions 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.