Rho

Banking

Advisor,StartupBanking

$75–115k San Francisco, California, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Advisor, Startup Banking at Rho. Skills: Sales, Business Development, Client Relationship Management. Research, identify, and acquire new clients through self-generated leads and establishing active partnerships on a local and national level. Generate new business opportunities by identifying and prospecting potential middle-market businesses”

What You'll Achieve.

Deliver on our mission of making finance frictionless for organizations; Maximize account retention; Identify upselling or cross-selling opportunities; Ensure client satisfaction and long-term relationship building

Industry & Context.

Banking

What They're Looking For.

Must Have

2+ years of experience as a full-cycle sales B2B sales, experience selling business banking/credit card products, B2B sales background with track record of selling to SMBs/Middle-Market (company revenues $20m+), Posses deep local market experienced in cold calling and hunting new business, Understands how to sell into traditional and non-traditional companies, Experience working in complex sales processes involving multiple stakeholders that are part of the C-Suite

What You'll Do.

and acquire new clients through self-generated leads and establishing active partnerships on a local and national level

Generate new business opportunities by identifying and prospecting potential middle-market businesses

Build and maintain relationships with existing and prospective clients to maximize account retention and identify upselling or cross-selling opportunities

Conduct market research and analysis to identify industry trends

competitive positioning

and potential target clients for effective business development strategies

Monitor and report on sales activities

and competitor activities

providing insights and recommendations for continuous improvement and competitive advantage

Develop and deliver persuasive sales presentations

and product demonstrations to potential clients

highlighting the value proposition and benefits of the banking products offered

Actively participate in networking events

and industry forums to expand professional networks

enhance the organization's visibility

and identify new business opportunities

How You'll Work.

Team & Collaboration

Work with Rho leaders and team members across the organization; Collaborate with internal stakeholders across Product, Client Success, and Sales Development; Foster collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients

Communication Scope

Excellent written and verbal communication skills

Full Job Description

About Us Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills, and close the books – all in one connected platform backed by real human support. About the Role We're looking for an Account Executive to research, identify, and acquire new clients through self-generated leads and establishing active partnerships on a local and national level. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho’s differentiated technology to mid-market clients. Responsibilities - Generate new business opportunities by identifying and prospecting potential middle-market businesses. - Build and maintain strong relationships with existing and prospective clients to maximize account retention and identify upselling or cross-selling opportunities. - Conduct market research and analysis to identify industry trends, competitive positioning, and potential target clients for effective business development strategies. - Collaborate with internal stakeholders across Product, Client Success, and Sales Development, to educate the team on banking products and align them with the specific needs and preferences of middle-market businesses. - Monitor and report on sales activities, market trends, and competitor activities, providing insights and recommendations for continuous improvement and competitive advantage. - Foster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. - Develop and deliver persuasive sales presentations, proposals, and product demonstrations to potential clients, highlighting the value proposition and benefits of the banking products offered. - Actively participate in networking events, conferences, a

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