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
Visit customers nationwide to build relationships
Run product demos and lead discovery conversations
Log and manage pipeline in HubSpot
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
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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
Visit customers nationwide to build relationships
Run product demos and lead discovery conversations
Log and manage pipeline in HubSpot
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
#J-18808-Ljbffr