Strategic Banking & Lending Account Executive (SF Bay Area)

Initio Capital LLC; San Francisco (CA); Sur place; USD 100 000 - 167 000; Plein temps

Résumé du poste

Initio Capital LLC is seeking an Account Executive for Banking and Lending in the San Francisco Bay Area. The contractor role focuses on qualifying business-finance needs and coordinating provider-led decisions.

You will manage discovery conversations and connect client needs to approved offerings. Responsibilities include running demonstrations, handling proposals, and maintaining a precise opportunity pipeline while respecting provider terms and pricing boundaries.

Qualifications

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

Responsabilités

• Qualify business-finance needs and coordinate provider-led decisions.
• Run discovery and solution conversations with business owners and decision-makers.
• Link qualified needs to offerings and explain capabilities with approved product information.
• Coordinate demonstrations, stakeholder questions, proposals, and next steps.
• Maintain an accurate opportunity pipeline with timing and risks.
• Collaborate with BDRs, partner teams, and provider reps on handoffs.
• Respect approval boundaries for provider terms, credit decisions, pricing, and contracts.

Connaissances

Account-exec experience

Clear communication

Independent organization

Follow-through

Explain prior work

Startup ecosystem familiarity

Description du poste

Initio Capital LLC is seeking an Account Executive for Banking and Lending in the San Francisco Bay Area. The contractor role focuses on qualifying business-finance needs and coordinating provider-led decisions.

You will manage discovery conversations and connect client needs to approved offerings. Responsibilities include running demonstrations, handling proposals, and maintaining a precise opportunity pipeline while respecting provider terms and pricing boundaries.