Account Executive - Business Banking - San Francisco Bay Area

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

Job summary

Initio Capital LLC is seeking an Account Executive - Business Banking in the San Francisco Bay Area. This contract role focuses on consultative selling of business accounts and financial-services solutions, with scope and terms agreed before work begins.

You will build relationships with business owners, run discovery conversations, and connect needs to relevant offerings using approved product information.

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.

Job description

Account Executive - Business Banking - San Francisco Bay Area

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 San Francisco Bay Area.

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.

Apply

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