Account Executive (Small Business)

Job Summary

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

Key Responsibilities

• Identify growth opportunities within unassigned accounts and execute strategies for upselling and cross-selling
• Protect account retention by mitigating churn risks and managing the renewal process
• Utilize digital engagement tools to educate clients on product features and enhancements

Required Qualifications

• Minimum 3-5 years of experience in Customer Success, Account Executive roles, or Marketing in the small market space
• Bachelor's degree or equivalent relevant experience
• Proven experience in managing client relationships and achieving retention and revenue targets
• Familiarity with HSA, HRA, FSA, COBRA, and related regulatory requirements preferred
• Proficiency in CRM and client engagement platforms (e.g., Salesforce)