Banking & Lending Account Executive – New York

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

Job summary

Career Launch is seeking a paid Account Executive - Banking and Lending in New York to qualify business-finance needs and coordinate provider-led decisions. You will manage assigned accounts, scope work upfront, and ensure engagement terms are agreed before work begins.

Responsibilities include running discovery with business owners and decision-makers, linking needs to approved offerings, coordinating demonstrations and proposals, maintaining an accurate opportunity pipeline, and collaborating

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 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.

Skills

Account-exec experience

B2B software sales

Clear communication

Startup ecosystem knowledge

Job description

Career Launch is seeking a paid Account Executive - Banking and Lending in New York to qualify business-finance needs and coordinate provider-led decisions. You will manage assigned accounts, scope work upfront, and ensure engagement terms are agreed before work begins.

Responsibilities include running discovery with business owners and decision-makers, linking needs to approved offerings, coordinating demonstrations and proposals, maintaining an accurate opportunity pipeline, and collaborating