Account Executive, Customer Success jobs in United States
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EnrollHere, Inc. · 1 day ago

Account Executive, Customer Success

EnrollHere, Inc. is on a mission to make healthcare enrollment simple, transparent, and accessible for everyone. As an Account Executive within the Customer Success Team, you'll own post-sale growth and relationship management for a portfolio of clients, acting as a bridge between client goals and technology solutions to drive renewals and expansion.

Artificial Intelligence (AI)InsuranceSoftwareWeb Development

Responsibilities

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

Qualification

SaaS account managementCustomer successHealth insurance knowledgeCRM proficiencyData-driven approachStartup adaptabilityCommunication skillsNegotiation skillsPresentation skillsOrganizational skills

Required

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
Familiarity with health plan operations, broker distribution, or Medicare Advantage processes
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

Company

EnrollHere, Inc.

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🚀 Streamline Your Business with EnrollHere! At EnrollHere, we empower sales organizations with cutting-edge technology to optimize their operations.

Funding

Current Stage
Early Stage
Company data provided by crunchbase