R

Rho

Centralized business banking and treasury platform

Advisor – Startup Banking

Account ExecutiveUpdated on Nov 12
Full-timeSan Francisco, CA, USAIn-person

About the Job

Requirements

  • At least 2 years of experience as a full-cycle sales professional, including B2B sales and experience selling business banking or credit card products.
  • A B2B sales background with a track record of selling to small and medium-sized businesses or middle-market companies with revenues of $20 million or more.
  • A deep local market network and experience with cold calling and new-business prospecting.
  • Understanding of how to sell to traditional and non-traditional companies.
  • Experience working in complex sales processes involving multiple C-suite stakeholders.
  • Proficiency with Salesforce and LinkedIn Sales Navigator.
  • Excellent written and verbal communication skills.

Responsibilities

  • 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 business development strategies.
  • Collaborate with Product, Client Success, and Sales Development stakeholders to educate the team on banking products and align offerings with the 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.
  • Collaborate with internal teams to support an efficient sales cycle from initial client engagement through deal closure and onboarding, while supporting client satisfaction and long-term relationship building.
  • Develop and deliver sales presentations, proposals, and product demonstrations to prospective clients, highlighting the value and benefits of banking products.
  • Participate in networking events, conferences, and industry forums to expand professional networks, increase organizational visibility, and identify new business opportunities.

About the Company

Rho

Centralized business banking and treasury platform

Rho provides a centralized financial technology platform that combines business banking, expense tracking, treasury management, and accounting software integrations (QuickBooks, Sage, ADP, NetSuite) to streamline financial operations for businesses from startups to IPO-ready firms. Its platform automates and simplifies financial workflows, helping teams save time and reduce operating costs, with a focus on high-growth companies seeking scalable finance operations. Revenue comes from subscription fees for the platform and related services. Compared with competitors, Rho emphasizes an all-in-one, integrated suite and strong customer support to minimize friction and support rapid scaling.

Company size
201-500
Company stage
Series B
Total funding
$197.2M
Headquarters
New York City, New York
Founded
2018

Recently Posted Jobs

Explore more opportunities at Rho

See more jobs