Key Account Manager

Balance4ward | Hybrid, with regular on-site client visits | Reports to: Director of Sales About the Role Balance4ward helps cattle and farm operations strengthen their business through financial management, succession planning, professional coaching, peer groups and EOS, delivered alongside trusted industry partners. The Key Account Manager owns these client relationships after the sale. You’ll make sure every client gets a great experience and real results. You’ll also build the processes that let the service grow. This is the first dedicated hire for this team. It’s a good fit for someone who likes taking an idea that works for a few clients and turning it into a system that works for many.

Key Responsibilities

• Manage client relationships from assessment through delivery and ongoing service, with regular check-ins, follow-ups and progress reviews
• Spot and resolve issues early so clients stay satisfied and engaged
• Serve as the day-to-day contact for industry partners, track deliverables and hold everyone to the timelines promised to clients
• Match each client with the right service and partner based on their needs
• Build documented, repeatable playbooks for client onboarding and service delivery
• Keep client records and next steps current in our CRM (HubSpot)
• Find new ways to serve existing clients and share cross-sell opportunities with the sales team
• Support the sales team during assessments

Qualifications

• Hands-on background in agriculture, ideally with cattle and row-crop operations
• Strong business sense and real-world business experience
• Excellent communication skills, with the ability to build trust with farm families and hold partners accountable
• Comfortable handling hard conversations and resolving conflict
• Critical thinker who solves problems at the root
• Self-directed and comfortable building structure where little exists

Preferred

• Experience in account management, consulting, ag lending or farm business advisory
• Familiarity with farm financials, succession planning, EOS or peer group facilitation
• Experience with HubSpot or another CRM