Account Executive

Why consider this job opportunity

• Salary up to $70,800
• Eligible for quarterly or annual bonuses based on role and performance
• Comprehensive benefits package including health, dental, and vision insurances
• Opportunities for career advancement and growth within the organization
• Supportive work environment focused on client success
• Chance to work with diverse stakeholders and influence product direction

• Serve as the primary post-sale point of contact and strategic advisor for assigned client accounts
• Build long-term relationships based on trust, transparency, and shared goals
• Identify and close upsell and cross-sell opportunities by aligning solutions to client needs
• Act as the single point of accountability for issue resolution and client satisfaction
• Maintain accurate records of client status, activity, and opportunities

• Minimum 3-5 years of Customer Success or Account Executive experience
• Bachelor’s degree or equivalent relevant experience
• Proven track record of managing client relationships and driving account growth
• Excellent communication, presentation, and relationship-building skills
• Proficiency in CRM and client engagement platforms (e.g., Salesforce)

• Advanced knowledge of HSA, HRA, FSA, Commuter, COBRA, Retiree Billing, and FMLA Billing
• Strong understanding of Savings & Spending and COBRA regulatory requirements
• High accountability mindset with a focus on ownership and results

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Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.