Account Executive

Balance Cash Management Founding Account Executive

Location: San Francisco (Hybrid) or Remote (US)

Reports to: CEO

About Balance

Balance helps real estate investment firms earn market interest on idle cash without changing banks. We provide a single system of record across different banks and accounts and automate weekly sweeps into treasury-grade investment funds. Our customers are CFOs and finance leaders at institutional real estate firms managing $100M–$20B+ in assets.

The Role

This is a hands-on, full-cycle sales role with real ownership. You will work directly with the CEO to close deals with the owners, CFOs, and controllers of mid-market and enterprise real estate firms.

Responsibilities

• Use existing tools to identify leads that match our ideal customer profile
• Attend 1-2 real estate conferences per month
• Visit customers nationwide to build relationships
• Run product demos and lead discovery conversations
• Log and manage pipeline in HubSpot
• Navigate consultative sales cycles (7-30 days)
• Coordinate with product, engineering, and compliance
• Help refine messaging, pricing, and sales collateral

Ideal Background

• 4–7 years of sales experience
• Experience selling into real estate or finance
• Strong executive presence with CFO-level buyers
• Self-starter comfortable working with autonomy
• Accountability for achieving mutually agreed upon sales targets