- 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
- 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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· ...
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Account Executive - Santa Rosa - Balance
Description
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
Ideal Background
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Account Executive
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