Account Manager

Balance Inc.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Stock options for all employees

Health, dental, and vision plan

Job summary

Balance Inc. is seeking an Account Manager in New York to own strategic, enterprise-level relationships from kickoff to renewal. The role requires hands-on engineering depth, handling data/logs, and coordinating cross-functional teams for onboarding and complex integrations.

You will drive adoption, conduct QBRs/EBRs with executives, manage renewals, and pursue upsell/cross-sell opportunities while ensuring account health and effective problem resolution.

Qualifications

• 3+ years in enterprise B2B account management.
• Experience leading complex customer implementations.
• Deep technical background: read code, trace logs, and reproduce issues.
• Proven ability to use metrics and AI tools in technical work.

Responsibilities

• Own a portfolio of strategic enterprise accounts and ensure retention and expansion.
• Drive adoption and run QBRs/EBRs with executive stakeholders and show performance data.
• Own renewals and upsell/cross-sell across your book.
• Serve as day-to-day contact for account health, including technical questions on integrations, data, and configuration; decide when to escalate to Engineering.
• Lead onboarding and complex implementations, coordinating internal teams and external stakeholders.
• Translate customer feedback into product/engineering input.

Skills

Enterprise AM

Executive presentations

Complex implementations

Technical reading

SQL familiarity

AI usage

Data-driven

Organizational skills

Tools

SQL

Logging/Monitoring

Job description

#### About The PositionWe’re looking for a Account Manager to own our most strategic relationships end-to-end, from kickoff to renewal.This is an account management role that expects real engineering depth. When an integration breaks or the data looks wrong, you open the logs yourself.This role reports to Balance’s Director of Account Management.Benefits:• Mission-driven culture with a strong focus on personal growth.• Stock options for all full-time employees.• Health, dental, and vision plan options.Please Note• We are not able to provide relocation assistance or work visa sponsorship for this position.• Candidates must be authorized to work in the United States at the time of application.• This role requires the ability to work onsite in New York City at least 3 days a week.Range- 120K-180K#### Responsibilities* Own a portfolio of strategic enterprise accounts and be accountable for their retention and expansion outcomes.* Drive adoption and run QBRs and EBRs with executive stakeholders, using account data to show performance* and set strategy.* Own renewals, and identify and execute upsell and cross-sell across your book.* Act as the day-to-day point of contact for account health — including technical questions about integrations, data,* and configuration, and the judgment of when to solve it yourself versus bring in Engineering or Solutions* Engineering.* Lead onboarding and complex implementations, operating like a project manager to align internal teams* (Product, Risk, Engineering, Legal, Finance Ops) and external stakeholders toward shared outcomes.* Translate customer feedback and pain points into clear input for Product and Engineering.#### Requirements• 3+ years in Account Management with a track record managing enterprise B2B accounts.• Strong presentation skills, with the presence to run an executive-level business review.• Experience leading complex customer implementations or expansions, aligning internal and external teamstoward shared outcomes.• Deep technical background — you’ve built and shipped software. You can read code, write SQL, trace a failingrequest through logs, and reproduce an integration bug before escalating it.• Uses AI effectively, including in technical work.• Proactive and flexible, comfortable navigating fast-paced, early-stage environments and shifting priorities.• Highly organized and data-literate — you use metrics to spot trends, communicate performance, and informNice to Have• Background in fintech, credit, underwriting, or lending.• Experience in accounts receivable, invoicing, or B2B payments software.• Track record of success at an early-stage or high-growth company.