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Account Executive, Customer Success

13 hours, 40 minutes ago
United States
Full-time
Mid Level
Account Executive
Sales and Business Development
CRM HubSpot Salesforce
Apply Now
EnrollHere

EnrollHere

EnrollHere offers a comprehensive platform tailored for agents, FMOs, and carriers in the insurance industry, providing tools for managing enrollment data, tracking commissions, ensuring compliance, and optimizing call center operations to drive busine...

Insurance
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Description

  • Serve as the primary commercial point of contact for assigned client accounts and manage ongoing relationships.
  • Drive account growth by identifying upsell and cross-sell opportunities across the product suite.
  • Manage renewals and negotiate contracts with leadership support.
  • Partner with Customer Success Managers, Product, and Solutions teams to align platform capabilities with client needs.
  • Develop account plans to forecast growth and reduce churn risk.
  • Build and maintain relationships with stakeholders across business, IT, and operations.
  • Monitor platform adoption, usage analytics, and ROI metrics to improve client outcomes and renewal readiness.
  • Capture client feedback and advocate internally to influence roadmap priorities and user experience improvements.
  • Stay current on regulatory trends affecting the insurance and healthcare enrollment environment.
  • Act as a trusted advisor by connecting client business goals with technology solutions.

Requirements

  • 3–5+ years of experience in SaaS account management, renewals, or customer success, preferably in B2B enterprise software.
  • Experience in the health and life insurance industry, including carriers, distributors, FMOs, or agency operations.
  • Proven success managing renewals and expansion quotas using a consultative, data-driven approach.
  • Strong communication, negotiation, and presentation skills with C-level and operational stakeholders.
  • Proficiency with CRM tools such as HubSpot, Salesforce, or similar platforms.
  • Preferred experience with compliance, licensing, or data exchange software in the insurance ecosystem.
  • Preferred familiarity with health plan operations, broker distribution, or Medicare Advantage processes.
  • Comfort working in a startup or high-growth environment with a self-starter mindset and adaptability.

Benefits

  • Medical coverage through 4 United Healthcare medical plans, including an HSA option.
  • Dental coverage through 3 dental plans from Aetna and MetLife.
  • Vision coverage through 2 Aetna vision plans.
  • Wellness and mental health support, including telehealth access and an annual Talkspace subscription.
  • Ancillary coverage with 4 ancillary plans and supplemental life insurance.
  • 401(k) with a 4% employer match after a 90-day exclusionary period.
  • Generous PTO and remote work support.
  • Learning stipends and opportunities for professional development.

Interested in this position?

Apply directly on the company website

Apply Now

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