Partner Account Executive

Job Summary

Accountable for managing post-sale partner relationships, the full-time remote Partner Account Executive will drive account growth, minimize attrition, and ensure a world-class partner experience while serving as a strategic advisor to partners.

Key responsibilities

• Serve as the primary post-sale contact and strategic advisor for assigned partner accounts, building long-term relationships based on trust
• Take ownership of account growth and retention, identifying upsell opportunities and leading the renewal process
• Guide partners through best practices and product features to maximize value and drive consistent product utilization

Required qualifications

• Minimum 5 years of customer success or account management experience
• Bachelor's degree or equivalent relevant experience
• Deep knowledge of HSA, HRA, FSA, Commuter, COBRA, and Direct Billing preferred
• Proven track record of managing strategic relationships and driving account growth
• Proficiency in CRM and client engagement platforms, such as Salesforce