Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Advisor, Startup Banking - San Francisco

$75k

Rho Technologies

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 Executiveto 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, and industry forums to expand professional networks, enhance the organization's visibility, and identify new business opportunities.
Qualifications
  • 2+ years of experience as a full-cycle sales professional; B2B sales and 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 network; 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
  • A passion for networking, building relationships, and being part of a team
  • Excellent written and verbal communication skills
  • Proficient with sales tools including Salesforce and LinkedIn Sales Navigator

Our people are our most valuable asset. The budgeted base salary for this role is $75,000 with an OTE of $115,000 . Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.

Diversity is a core value at Rho. We're passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applications and support each of our Rho'ers with ongoing professional growth opportunities.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Advisor, Startup Banking - San Francisco in San Francisco, CA vacancy
  • $85k - $270k

     ...worldwide to reach their financial goals through advisor‑led planning, investment management, banking, and tailored lending solutions. Within AWM, the Private...  .... Salary Range The expected base salary for this San Francisco, California, United States-based position is$85,00... 
    Suggested
    Full time
    Temporary work
    Part time
    Worldwide

    Goldman Sachs Group, Inc.

    San Francisco, CA
    4 days ago
  • $88k - $123k

     ...Associates at California Bank & Trust work in a relationship-centered culture where they...  ...Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register...  ...for a seasoned Portfolio Managerin San Francisco, CA . This role focuses on identifying... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    San Francisco, CA
    3 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: San Francisco Market San Francisco, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility... 
    Suggested
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    2 days ago
  • $65k - $80.2k

     ...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses...  ...Job Description The Wealth Management Advisor (WMA) position is the investment...  ...California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    San Francisco, CA
    3 days ago
  • $200k - $300k

     ...financial implications. Serve as a trusted advisor to clients who frequently seek strategic...  ...-term connections to the Citi Private Bank. Effectively manage client...  ...Type: Full time Primary Location: San Francisco California United States Primary Location... 
    Suggested
    Full time

    Citigroup Inc

    San Francisco, CA
    6 days ago
  • $75k - $160k

     ...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...  ..., philanthropic planning and private banking and lending services. As client needs evolve...  ..., the expected base salary for this San Francisco, California, United States-based... 
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group

    San Francisco, CA
    3 days ago
  • $250k

     ...Qualifications: ~0-2 years of relevant experience ~ Previous banking, retail, or sales experience preferred ~ Knowledge of Smart...  ...: Branch Sales Time Type: Primary Location: San Francisco California United States Primary Location Salary Range:... 

    Citigroup Inc

    San Francisco, CA
    2 days ago
  • $100k - $225k

     ...1834, Hingham Institution for Savings is one of America's oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since 1993, our objective... 
    Temporary work
    Work at office
    Remote work

    Hingham

    San Francisco, CA
    3 days ago
  • $75k - $160k

     ...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...  ..., philanthropic planning and private banking and lending services. As client needs evolve...  ..., the expected base salary for this San Francisco, California, United States-based... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    San Francisco, CA
    1 day ago
  • $150k - $160k

    Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the... 
    Monday to Friday

    Oppenheimer & Co Inc

    San Francisco, CA
    5 days ago
  • $25 - $32.69 per hour

     ...Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products...  ...information about requesting an accommodation. Base Pay / Salary San Francisco, CA $25.00 - $32.69 / hour #J-18808-Ljbffr JPMorgan Chase
    Immediate start
    Afternoon shift

    JPMorgan Chase

    San Francisco, CA
    2 days ago
  • $175k - $225k

    Investment Banking Associate - Healthcare Citigroup - San Francisco, CA The Investment Banking Associate is an intermediate level position responsible for assisting...  ...objective of this role is to act as a strategic advisor, formulating investment strategies and raising... 
    Full time

    Payfuture Technologies

    San Francisco, CA
    5 days ago
  • $75k - $160k

     ...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...  ..., philanthropic planning and private banking and lending services. As client needs evolve...  ..., the expected base salary for this San Francisco, California, United States-based... 
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group

    San Francisco, CA
    2 days ago
  • $25 - $27.88 per hour

     ...extent permitted by applicable law. Responsibilities Executes the bank's risk culture and strives for operational excellence. Builds...  ...resources and support. Benefits eligible. Locations US - CA - San Francisco - 1335 4th St - Mission Bay (CA5174), US - CA - San Francisco... 
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Francisco, CA
    5 days ago
  • $25 - $32.69 per hour

     ...brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with...  .... Equal Opportunity Employer/Disability/Veterans Base Pay/Salary San Francisco,CA $25.00 - $32.69 / hour #J-18808-Ljbffr JPMorgan Chase
    Immediate start
    Afternoon shift

    JPMorgan Chase

    San Francisco, CA
    2 days ago
  • $300k

    Corporate Banking Managing Director - Healthcare Location: San Francisco, CA. Overview Provide client coverage banking services to corporate clients, including corporate...  ...ability to develop, nurture and monetize trusted advisor client relationships with senior executives.... 
    Work experience placement

    Payfuture Technologies

    San Francisco, CA
    5 days ago
  • Social Media Manager (Onsite - San Francisco) As seen in TechCrunch, Forbes, and Bloomberg, TomoCredit...  ...system and expand access to modern banking. Headquartered in San Francisco,...  ...Ability to adapt and thrive in a fast‑paced startup environment. Hands‑on experience editing... 
    Full time
    Internship
    Work at office
    Flexible hours

    TomoCredit, Inc.

    San Francisco, CA
    2 days ago
  • $275k

    Investment Banking - Banker - Tech - VP - New York or San Francisco Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander

    San Francisco, CA
    1 day ago
  • $18.67 per hour

     ...high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your...  ...lending and proven sales experience in retail banking ~ Knowledge of real estate market in...  ...Employer/Disability/Veterans Base Pay/Salary San Francisco,CA $18.67 - $18.67 / hour
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase Bank, N.A.

    San Francisco, CA
    1 day ago
  •  ...candidate will have relevant experience in finance with prior background in banking or investing preferred, though not required. The role will be based out of either the New York or San Francisco offices. What You'll Do Work closely with functional leadership,... 

    MyHealthTeam

    San Francisco, CA
    3 days ago
  • $500 per month

     ...Practice Group Latham's Banking & Private Credit Practice...  ...public companies and sponsors to startups and growth companies. This...  ...we regularly top the legal advisor league tables for syndicated...  ...to review the Ordinance. San Francisco: Pursuant to the San Francisco... 
    Contract work
    Private practice
    Local area
    Worldwide
    Shift work

    Latham & Watkins

    San Francisco, CA
    3 days ago
  •  ...Private Credit Direct Counsel represents a well-regarded Am Law firm seeking a mid-level Finance Associate to join its market-leading Banking & Private Credit practice, with a focus on growth debt. This is a high-impact opportunity to work on cutting-edge financings for... 
    Private practice

    Direct Counsel

    San Francisco, CA
    2 days ago
  •  ...candidate will have relevant experience in Finance with prior background in banking or investing preferred, though not required. The role will be based out of either the New York or San Francisco offices. What You'll Do Work closely with functional leadership,... 
    Work at office
    3 days per week

    Rippling

    San Francisco, CA
    3 days ago
  • $101k

     ...role, you have Minimum 3+ years of Finance/FP&A, investment banking, consulting experience, or Big 4 accounting/advisory. Bachelor...  ...with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance... 
    Full time
    Work at office
    Local area
    Remote work
    Shift work
    Night shift

    Chime

    San Francisco, CA
    5 days ago
  •  ...Profile 2-4 years of experience in early‑stage VC, startup operations, product management, investment banking, consulting, or entrepreneurship. Strong founder...  ...is a plus. Network or prior experience in San Francisco, New York, Austin, or Miami is strongly preferred... 

    VC Stack

    San Francisco, CA
    2 days ago
  • $140k - $200k

    Investment Associate Location: San Francisco, CA (On-site) Compensation:...  ...Coordinate with external advisors (legal, accounting, real estate...  ...of experience in investment banking, private equity, hedge funds...  ...spectrum, from seed-stage startups to public equities and real... 
    Full time
    Work at office
    Flexible hours

    VC Stack

    San Francisco, CA
    2 days ago
  • $175k - $225k

     ...Associate to join our Technology financial advisory practice in San Francisco. Moelis Associates are expected to assume significant...  ...ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results,... 
    Work at office

    Moelis & Co.

    San Francisco, CA
    10 days ago
  • WIND Ventures is located in San Francisco, CA and is the strategic venture capital arm for COPEC - a leading energy, e-mobility and retail...  ...to join the successful pioneering firm bridging global startups to the appealing LatAm growth markets. Since 2019, WIND Ventures... 
    Full time

    VC Stack

    San Francisco, CA
    2 days ago
  •  ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase'...  ...services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to... 
    Immediate start
    Afternoon shift

    Chase

    San Francisco, CA
    1 day ago
  • $75k - $160k

     ...strategic clients. You will work with advisors to cultivate deep, enduring relationships...  ...planning, investment management, banking, and comprehensive advice to a wide range...  ...Range The expected base salary for this San Francisco, California, United States-based position... 
    Full time
    Temporary work
    Part time
    Apprenticeship
    Work experience placement
    Work at office

    Goldman Sachs

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Advisor, Startup Banking - San Francisco. Be the first to apply!