Account Executive
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Job Summary
As the primary post-sale contact for assigned client accounts, the full-time remote Account Executive will manage client relationships, drive account growth and retention, and ensure product adoption while delivering exceptional customer experiences.
Key responsibilities
- Serve as the strategic advisor for clients, building long-term relationships and understanding their business objectives
- Take ownership of account growth, identifying upsell opportunities and leading the renewal process to increase annual recurring revenue
- Guide clients in product utilization, ensuring adoption and addressing any issues to enhance satisfaction and retention
Required qualifications
- Minimum 3-5 years of experience in Customer Success or as an Account Executive
- Bachelor's degree or equivalent relevant experience
- Advanced knowledge of HSA, HRA, FSA, and COBRA regulatory requirements preferred
- Proven track record of managing client relationships and driving account growth
- Proficiency in CRM and client engagement platforms, such as Salesforce
Complete Job Description
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