<Back to Search
Founding Account Executive
San Jose, CAMarch 27th, 2026
About BalanceBalance 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 RoleThis 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.ResponsibilitiesUse existing tools to identify leads that match our ideal customer profileAttend 1-2 real estate conferences per monthVisit customers nationwide to build relationshipsRun product demos and lead discovery conversationsLog and manage pipeline in HubSpotNavigate consultative sales cycles (7-30 days)Coordinate with product, engineering, and complianceHelp refine messaging, pricing, and sales collateralIdeal Background4–7 years of B2B SaaS sales experienceExperience selling into real estate or financeStrong executive presence with CFO-level buyersSelf-starter comfortable working with autonomyAccountability for achieving mutually agreed upon sales targets
882 matching similar jobs near San Jose, CA
- OPERATIONS DIRECTOR - SAN JOSE STATE UNIVERSITY - CA
- Deposit Sales Relationship Manager
- Technical Recruiter (Entry Level)
- Automotive BDC Manager (Experience Required)
- Senior Strategic Sourcing Manager, IT Services
- Tax Partner State and Local Tax (SALT)
- Senior Applications Engineer
- Director, R&D
- Sales and Service Associate
- Sales Associate - 24H150
- Senior Manager, Tax Technology Change & Enablement
- Sales Associate
- Sales Associate - Oakridge Mall
- Sales Specialist
- Physician / Family Practice / California / Permanent / Physician (MD/DO) - Family Practice in California, CA
- Business Operations
- Director of Operations
- Client Service Representative
- Licensed Insurance Agent - Final Expense
- TeleSales Specialist -Remote
- Regional Director
- Local Success Coach (Part Time Sales & Customer Service Coordinator)
- Brand Ambassador
- Marketing & Sales Representative - Entry Level
- Sr Director, Business Development, MSBG
- Business Development Manager, Accounting & Finance
- Community Events Representative - Weekend Role
- Regional Vice President, Sales (West)
- Retail Support Specialist
- Tax Partner - SALT
- Technical Services Representative IV
- Customer Service Representative (Mandarin Required)
- National Recruiter
- Account Representative - State Farm Agent Team Member
- Sr. Product Manager
- Customer Service Rep(07994) - 576 E SANTA CLARA ST
- Senior Compensation Business Partner
- Catering Sales Manager
- HDD Applications Engineer (Role Begins Summer 2026)
- B2B Sales & Rehash Specialist (On-site/Remote)San Jose, CAApril 3rd, 2026