Role OverviewAs an Account Executive within the Customer Success Team, you'll own post-sale growth and relationship management for a portfolio of carrier and distributor clients. You'll act as the bridge between our clients' business goals and our technology solutions—helping them realize measurable value, expand adoption, and drive renewals.
What You Will Do
Responsibilities include owning client relationships, driving expansion, collaborating cross-functionally, strategic account planning, performance insights, voice of the customer, and industry engagement.
Why It Might Be a Fit
This is a hybrid role blending strategic account management, consultative selling, and client success. You'll thrive at the intersection of relationships, data, and results.
Requirements
- 3+ years of experience in SaaS account management, renewals, or customer success
- Understanding of the health and life insurance industry
- Proven success managing renewals and expansion quotas with a consultative, data-driven approach
- Excellent communication, negotiation, and presentation skills with C-level and operational stakeholders
- Strong organizational and CRM proficiency (HubSpot, Salesforce, or similar)
Benefits
- Medical: 4 United Healthcare medical plans (including an HSA option)
- Dental: 3 dental plans (Aetna and MetLife)
- Vision: 2 Aetna vision plans
- Wellness & Mental Health: 5 additional Medical Plus benefits, including telehealth support and an annual Talkspace subscription
- Ancillary Coverage: 4 ancillary plans and supplemental life insurance
- Retirement: 401(k) with a 4% match (after a 90-day exclusionary period)
- PTO & Flexibility: Generous PTO and remote work support
- Growth: Learning stipends and opportunities for professional development
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