Account Executive

Job Summary

To enhance client relationships and drive account growth, the full-time remote Account Executive will manage post-sale client interactions, ensuring customer success and retention while identifying upsell opportunities and promoting product adoption.

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, directly contributing to increased annual recurring revenue (ARR)
• Guide clients through best practices and advanced product features to maximize value and ensure adoption

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, Commuter, COBRA, Retiree Billing, and FMLA Billing preferred
• Proven track record of managing client relationships and driving account growth
• Proficiency in CRM and client engagement platforms (e.g., Salesforce)