Account Executive - Banking and Lending - San Francisco Bay Area

The work: As a Account Executive - Banking and Lending, your specialty is qualifying business-finance needs and coordinating provider-led decisions. Scope, assigned accounts or searches, workload, and engagement terms must be agreed before work starts.

Responsibilities: Apply your experience in qualifying business-finance needs and coordinating provider-led decisions 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.

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. Engagement and compensation Fixed pay: $9,000 to $15,000 per month. Engagement: contractor. Professional standards Respect existing employment obligations and disclose conflicts. Do not bring proprietary customer or candidate lists. Use approved tools and handle personal data only for the agreed purpose. Applicants are evaluated on relevant experience and skills without regard to protected characteristics.