Strategic Banking & Lending Account Executive

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

Job summary

Initio Capital LLC in San Francisco Bay Area seeks an Account Executive to qualify business-finance needs and coordinate provider-led decisions. You will manage assigned accounts, run discovery conversations, and connect needs to relevant offerings with approved product information.

The role emphasizes coordinating demonstrations, proposals, and a documented next step, while maintaining proper approval boundaries and pricing controls. This is a contractor engagement with fixed monthly pay.

Qualifications

• Experience selling banking, lending, payroll, HR, or related B2B software solutions.
• Strong communication, organization, and follow-through.
• Ability to explain prior work without sharing confidential material.
• Familiar with startup and professional-services ecosystem in target city.

Responsibilities

• Qualify business-finance needs and coordinate provider-led decisions.
• Conduct discovery conversations with business owners and decision-makers.
• Connect needs to offerings and explain capabilities with product information.
• Coordinate demonstrations, questions, proposals, and next steps.

Skills

Account-executive experience

Clear communication

Startup ecosystem familiarity

Job description

Initio Capital LLC in San Francisco Bay Area seeks an Account Executive to qualify business-finance needs and coordinate provider-led decisions. You will manage assigned accounts, run discovery conversations, and connect needs to relevant offerings with approved product information.

The role emphasizes coordinating demonstrations, proposals, and a documented next step, while maintaining proper approval boundaries and pricing controls. This is a contractor engagement with fixed monthly pay.