Strategic Business Banking Account Executive

Initio Capital LLC; New York (NY); On-site; USD 100,000 - 167,000; Full time

Job summary

Initio Capital LLC in New York is seeking an Account Executive for Business Banking, focused on consultative selling of business accounts and financial-services solutions in the local market.

You will run discovery conversations with business owners, connect needs to offerings, and coordinate demonstrations, proposals, and next steps, while maintaining a clean, accurate pipeline and coordinating handoffs with BDRs and providers.

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.

Skills

Account executive experience

Clear communication

Independence / self-organization

Startup ecosystem familiarity

Job description

Initio Capital LLC in New York is seeking an Account Executive for Business Banking, focused on consultative selling of business accounts and financial-services solutions in the local market.

You will run discovery conversations with business owners, connect needs to offerings, and coordinate demonstrations, proposals, and next steps, while maintaining a clean, accurate pipeline and coordinating handoffs with BDRs and providers.