Account Executive, San Francisco (Startup Banking)

Rho; San Francisco (CA); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

Equity

Healthcare benefits

Paid time off

Job summary

A growing financial technology company seeks an Account Executive in San Francisco. The role involves generating new business opportunities and building strong client relationships. Ideal candidates have 2+ years in B2B sales, with experience selling to mid-market clients and knowledge of financial products. Proficiency in Salesforce and strong communication skills are essential. The position offers a competitive salary of $75,000 with an OTE of $115,000, along with equity and healthcare benefits.

Qualifications

• 2+ years of experience as a full-cycle sales professional.
• Track record of selling business banking/credit card products.
• Experience in selling to SMBs/Middle-Market (revenues $20m+).
• Deep local market network and skills in cold calling.
• Experience in complex sales processes with C-Suite stakeholders.

Responsibilities

• Generate new business opportunities by identifying potential clients.
• Build and maintain strong client relationships.
• Conduct market research to identify trends and competitive positioning.
• Collaborate with internal teams to align products with client needs.
• Monitor sales activities and market trends for continuous improvement.
• Develop and deliver persuasive sales presentations and proposals.
• Participate in networking events to expand business opportunities.

Skills

B2B sales experience

Relationship building

Excellent communication skills

Market research

Networking

Sales tools proficiency

Tools

Salesforce

LinkedIn Sales Navigator

Job description

About the Role

We're looking for an Account Executive to research, identify, and acquire new clients through self-generated leads and establishing active partnerships on a local and national level. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho’s differentiated technology to mid-market clients.

Responsibilities

• Generate new business opportunities by identifying and prospecting potential middle‑market businesses.
• Build and maintain strong relationships with existing and prospective clients to maximize account retention and identify upselling or cross‑selling opportunities.
• Conduct market research and analysis to identify industry trends, competitive positioning, and potential target clients for effective business development strategies.
• Collaborate with internal stakeholders across Product, Client Success, and Sales Development to educate the team on banking products and align them with the specific needs and preferences of middle‑market businesses.
• Monitor and report on sales activities, market trends, and competitor activities, providing insights and recommendations for continuous improvement and competitive advantage.
• Foster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long‑term relationship building.
• Develop and deliver persuasive sales presentations, proposals, and product demonstrations to potential clients, highlighting the value proposition and benefits of the banking products offered.
• Actively participate in networking events, conferences, and industry forums to expand professional networks, enhance the organization’s visibility, and identify new business opportunities.

Qualifications

• 2+ years of experience as a full‑cycle sales professional; B2B sales and experience selling business banking/credit card products.
• B2B sales background with track record of selling to SMBs/Middle‑Market (company revenues $20m+).
• Possess deep local market network; experienced in cold calling and hunting new business.
• Understand how to sell into traditional and non‑traditional companies.
• Experience working in complex sales processes involving multiple stakeholders that are part of the C‑Suite.
• A passion for networking, building relationships, and being part of a team.
• Excellent written and verbal communication skills.
• Proficient with sales tools including Salesforce and LinkedIn Sales Navigator.

The budgeted base salary for this role is $75,000 with an OTE of $115,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.