Account Executive

A company is looking for an Account Executive responsible for managing post-sale client relationships and driving account growth.

Key Responsibilities

Serve as the primary post-sale point of contact and strategic advisor for assigned client accounts

Take full ownership of account growth and retention, contributing to increased annual recurring revenue (ARR)

Guide clients through best practices and advanced product features to maximize value and ensure adoption

Required Qualifications

Minimum 5 years of Customer Success or Account Executive experience

Bachelor's degree or equivalent relevant experience

Advanced knowledge of HSA, HRA, FSA, and COBRA preferred

Proven track record of managing client relationships and driving account growth

Proficiency in CRM and client engagement platforms (e.g., Salesforce)