Account Manager

Balance; New York (NY); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Stock options

Health insurance

Dental plan

Vision plan

Job summary

Balance is seeking an Account Manager to own our most strategic relationships end-to-end, from kickoff to renewal, with real engineering depth to troubleshoot integrations and logs when needed. Reports to Balance’s Director of Account Management and works onsite in New York City at least 3 days a week.

You will own a portfolio of strategic enterprise accounts, drive adoption, run executive reviews, and lead onboarding and complex implementations while coordinating cross-functional teams to

Qualifications

• 3+ years in enterprise B2B account management.
• Strong presentation skills for executive reviews.
• Experience leading complex customer implementations and expansions.

Responsibilities

• Own a portfolio of strategic enterprise accounts for retention and expansion.
• Lead QBRs and EBRs with executive stakeholders using data to show performance and set strategy.
• Own renewals and identify upsell and cross-sell opportunities across the book.
• Coordinate onboarding and complex implementations across Product, Risk, Engineering, Legal, Finance Ops and external stakeholders.

Skills

Enterprise AM

Executive presentations

Implementation leadership

SQL reading

AI usage

Data-driven

Tools

SQL

Job description

We’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.

• 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.

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
• 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 teams

toward shared outcomes.

• Deep technical background — you’ve built and shipped software. You can read code, write SQL, trace a failing

request 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 inform

Nice 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.