Account Executive

Your impact:

The Account Executive serves as the primary relationship owner for a portfolio of top-tier client accounts, with a focus on client retention, strategic growth, and high-level partnership. This role is responsible for delivering impactful customer presentations across all organizational levels, including C-suite stakeholders, and for providing regular business reviews and performance updates on a weekly, monthly, and quarterly basis.

The Account Executive will continuously assess service quality, proactively address issues, and lead resolution efforts as needed. By collaborating closely with Account Managers and all available resources, they will identify and capitalize on new revenue opportunities within existing accounts.

This position is remotely based, with anticipated travel 1-2 times per year. We are unable to offer work sponsorship for this role.

Client Relationship Management:

• Manage multiple accounts, ensuring strong, positive relationships across all customer touchpoints.
• Drive customer retention, renewals, upselling, and overall satisfaction through initiative-taking engagement and strategic support.
• Serve as a trusted partner to clients by delivering exceptional service and identifying opportunities for value creation.
• Collaborate with Account Executives and Account Managers to oversee daily operational processes, including pricing, service recoveries, fill rates, compliance, rollouts, optimization, troubleshooting, and QA.
• Support the Finance team with billing, invoices, and collections as needed.
• Ensure accurate and timely documentation of customer activities in the CRM for enhanced visibility and operational efficiency.
• Prepare/provide insights reporting, including analysis and research for the customer upon request.

Strategic Planning:

• Maintain expert-level knowledge of products, services, and industry trends to deliver strategic guidance and support.
• Work across internal teams to align on customer goals, key performance indicators (KPIs), and long-term strategic objectives.
• Identify and develop new business opportunities in partnership with leadership, contributing to long-term account growth.
• Use technical tools and data to drive initiatives toward high satisfaction and successful contract renewals.

Team Collaboration

• Collaborate with cross-functional teams such as sales, marketing, and product development to ensure a coordinated approach to meeting client needs.
• Provide feedback and recommendations on process enhancements and product improvements based on customer interactions.
• Assist with onboarding and training of Account Managers, supporting their development and knowledge-sharing efforts.

Management Responsibilities

• Assist with the onboarding and training of Account Managers, fostering their development through structured knowledge-sharing, shadowing opportunities, and ongoing learning initiatives.
• Serve as a leader and mentor by providing day-to-day guidance, coaching, and performance feedback to support individual growth, increase team engagement, and drive overall team success.
• Promote a collaborative, high-performing team environment by encouraging open communication, sharing best practices, and aligning team efforts with broader organizational goals.

About you:

• Excellent verbal and written communication skills
• Strong organization skills including the ability to manage multiple priorities.
• Availability to manage client needs on an as needed basis outside normal business hours.
• Proficient with Salesforce, Tableau, Microsoft Office Tools (Outlook, Excel, Word, Teams)

What's in this for you?

Amazing coverages to start. Medical, dental, and vision coverages are just the beginning! We also offer ancillary plans, such as flexible spending accounts for both health and dependent care, critical illness, accident, and voluntary life as well as company paid life! On top of this, we also offer a 401(k) plan with company match.

We welcome all.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.