Founding Account Executive - Sonoma - Balance

    Balance
    Balance Sonoma

    1 day ago

    Technology / Internet
    Description

    Balance Cash Management Founding Account Executive

    Location: 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 B2B SaaS 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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