Strategic Banking & Lending Account Executive – NY

Initio Capital; New York (NY); Presencial; USD 100.000 - 167.000; Tempo parcial

Resumo da vaga

Initio Capital LLC is seeking an Account Executive for Banking and Lending in New York. The role focuses on qualifying business-finance needs and coordinating provider-led decisions, with scope and engagement terms defined before work begins.

The position is contractor-based, offering fixed monthly pay between $9,000 and $15,000, and requires strong communication, organization, and the ability to connect client needs with banking software solutions.

Qualificações

• Experience selling banking, lending, payroll, HR, or related B2B software.
• Strong verbal and written communication; independent organization and follow-through.
• Ability to explain prior work without sharing confidential information.
• Familiarity with startup and professional-services ecosystems in New York.

Responsabilidades

• Qualify business-finance needs and coordinate provider-led decisions.
• Run discovery and solution conversations with business owners and decision-makers.
• Connect needs to offerings and explain capabilities with approved product information.
• Coordinate demonstrations, questions, proposals, and next steps.
• Manage an accurate opportunity pipeline with timing, risks, and follow-up actions.
• Coordinate with BDRs, partner teams, and provider representatives on handoffs.
• Respect approval boundaries: provider terms, credit decisions, pricing, and contracts remain with the authorized party.

Conhecimentos

Account-exec experience

B2B software sales

Banking & lending knowledge

Communication skills

Organization & follow-through

Descrição da vaga

Initio Capital LLC is seeking an Account Executive for Banking and Lending in New York. The role focuses on qualifying business-finance needs and coordinating provider-led decisions, with scope and engagement terms defined before work begins.

The position is contractor-based, offering fixed monthly pay between $9,000 and $15,000, and requires strong communication, organization, and the ability to connect client needs with banking software solutions.