Account Executive

Job Summary

A company is looking for an Account Executive (mid-market) to manage post-sale client relationships and drive account growth.

Key Responsibilities

• Serve as the primary post-sale point of contact and strategic advisor for assigned client accounts
• Take ownership of account growth and retention, identifying upsell and cross-sell opportunities
• Guide clients through product enablement and ensure consistent product utilization to prevent churn

Required Qualifications

• Minimum 3-5 years of Customer Success or Account Executive experience
• Bachelor's degree or equivalent relevant experience
• Advanced knowledge of HSA, HRA, FSA, and COBRA preferred
• Proven track record of managing client relationships and driving account growth
• Proficiency in CRM and client engagement platforms (e.g., Salesforce)