Account Executive

Job Summary

To drive account growth and ensure long-term customer success, the full-time remote Account Executive will manage post-sale client relationships, deliver strategic insights, and foster partnerships while focusing on minimizing attrition and maximizing 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, identifying upsell and cross-sell opportunities
• Guide clients through best practices and product features to maximize value and 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 related regulatory requirements preferred
• Proven track record of managing client relationships and driving account growth
• Proficiency in CRM and client engagement platforms, such as Salesforce