Account Executive, Customer Success
EnrollHere, Inc.
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Own client relationships: Serve as the primary commercial point of contact for assigned accounts, ensuring client satisfaction, retention, and growth.
- Drive expansion: Identify upsell and cross-sell opportunities across our product suite; manage renewals and negotiate contracts with support from leadership.
- Collaborate cross-functionally: Partner with Customer Success Managers, Product, and Solutions teams to align platform capabilities with evolving client needs.
- Strategic account planning: Develop account plans to forecast growth, mitigate churn risk, and build multi-level stakeholder relationships (business, IT, operations).
- Performance insights: Monitor platform adoption, usage analytics, and ROI metrics to proactively guide clients toward greater impact and renewal readiness.
- Voice of the customer: Capture client feedback and advocate internally to shape roadmap priorities and improve user experience.
- Industry engagement: Stay informed on regulatory trends (CMS, ACA, Medicare Advantage, life licensing, compliance) to serve as a trusted advisor to clients.
Requirements
- 3–5+ years of experience in SaaS account management, renewals, or customer success (preferably in B2B enterprise software).
- Understanding of the health and life insurance industry, including carriers, distributors, FMOs, and agency operations.
- 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).
- Preferred: Experience working with compliance, licensing, or data exchange software in the insurance ecosystem.
- Preferred: Familiarity with health plan operations, broker distribution, or Medicare Advantage processes.
- Preferred: Comfort operating in a startup or high-growth environment—self-starter mindset and adaptability required.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SaaS account managementrenewalscustomer successdata-driven approachnegotiationpresentation skillsCRM proficiency
Soft skills
client satisfactionclient retentionclient growthcollaborationstrategic planningorganizational skillsself-starter mindsetadaptability