Business Banking Account Executive — Consultative Sales

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

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.