Account Manager

Balance

. Own a portfolio of strategic enterprise accounts and be accountable for retention and expansion outcomes.

Posted 9/23/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $120,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Account Management for enterprise B2B accounts, with a strong technical background in software development and data analysis. Capable of leading complex customer implementations and driving strategic account growth through effective communication and stakeholder engagement.

Highest-signal resume keywords

Account ManagementEnterprise B2B ExperienceTechnical Background in Software DevelopmentComplex Customer ImplementationsData Literacy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLSoftware DevelopmentIntegration TroubleshootingProject ManagementMetrics Analysis

Soft Skills

Presentation SkillsProactive Problem SolvingFlexibility in Fast-Paced EnvironmentsOrganizational Skills

Tools & Technologies

AI ToolsB2B Payments Software

Industry Keywords

FintechCreditUnderwritingLendingAccounts ReceivableInvoicing

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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 decisions.
Candidates must be authorized to work in the United States at the time of application.
Ability to work onsite in New York City at least 3 days a week.
No relocation assistance or work visa sponsorship is provided.
Nice to have: Background in fintech, credit, underwriting, or lending.
Nice to have: Experience in accounts receivable, invoicing, or B2B payments software.
Nice to have: Track record of success at an early-stage or high-growth company.

Benefits

Comp & perks

Mission-driven culture with a strong focus on personal growth.
Stock options for all full-time employees.
Health, dental, and vision plan options.