Banking & Lending Account Executive — SF Bay Area

Career Launch; San Francisco (CA); On-site; USD 100,000 - 167,000; Full time

Job summary

Career Launch is seeking an Account Executive focused on Banking and Lending in the San Francisco Bay Area. The role involves qualifying business-finance needs and coordinating provider-led decisions for opportunities within the SF Bay Area.

You will run discovery with business owners, connect needs to offerings, and manage demos, proposals, and next steps while maintaining a clean pipeline and adhering to approved terms.

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 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

Clear communication

Independent organization

Follow-through

Job description

Career Launch is seeking an Account Executive focused on Banking and Lending in the San Francisco Bay Area. The role involves qualifying business-finance needs and coordinating provider-led decisions for opportunities within the SF Bay Area.

You will run discovery with business owners, connect needs to offerings, and manage demos, proposals, and next steps while maintaining a clean pipeline and adhering to approved terms.