Founding Account Executive (San Francisco Bay Area)

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