Financial Analyst

Job Description Job Description ABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation Identify and engage founders, executives, and business owners Build and manage a consistent pipeline of opportunities Conduct outbound outreach through multiple channels Generate meetings through networking, referrals, partnerships, and direct outreach Maintain consistent follow-up and nurture prospects through the sales cycle Discovery & Qualification Conduct discovery conversations with prospective clients Understand business goals, operational challenges, and growth priorities Identify opportunities across Initio Capital's service offerings Evaluate fit and recommend appropriate solutions Sales & Closing Conduct sales presentations and consultations Present proposals and service recommendations Manage negotiations and objections Guide prospects through the decision-making process Close new business across multiple service lines and memberships Account Management & Expansion Support client onboarding and transition to delivery teams Build long-term relationships with clients Identify cross-sell and upsell opportunities Drive client retention and renewals Act as a trusted advisor throughout the customer lifecycle CRM & Operations Maintain accurate records of all sales activity Track pipeline progression and client communications Manage forecasting and reporting Collaborate with leadership on sales strategy and process improvements IDEAL CUSTOMER PROFILE You will work directly with: Startup founders Small business owners Venture-backed companies Growing service businesses Technology companies Entrepreneurs and operators Companies seeking operational support, growth services, talent solutions, or capital access WHAT WE'RE LOOKING FORRequired Experience in sales, business development, recruiting, consulting, account management, or client-facing roles Strong communication and relationship-building skills Ability to manage a sales process from prospecting through close Consultative selling and discovery expertise Self-motivated and comfortable working independently Strong organizational and CRM management skills Preferred Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions Familiarity with startups, founders, and entrepreneurial ecosystems Experience managing recurring client relationships Track record of developing business through referrals and relationship-based selling WHY JOIN INITIO CAPITAL Full ownership of the sales cycle Multiple solutions to sell across a growing ecosystem Recurring revenue opportunities through long-term client relationships Significant earning potential tied directly to performance Remote-first environment Direct access to founders, operators, and business leaders Opportunity to help shape the future of a rapidly growing company To Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators.

Capital. Growth.