Balance

Account Manager

• Own a portfolio of strategic enterprise accounts and be accountable for 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 the book of business.
• Act as the day-to-day point of contact for account health, including technical questions about integrations, data, and configuration.
• Determine when to solve technical issues independently versus involving Engineering or Solutions Engineering.
• Lead onboarding and complex implementations as a project manager, aligning Product, Risk, Engineering, Legal, Finance Ops, and external stakeholders.
• Translate customer feedback and pain points into clear input for Product and Engineering.
• Report to Balance’s Director of Account Management.