Account Executive

We are able to accept candidates in CT or NC. Zen Source is seeking an Account Executive to retain, build, and strengthen client relationships for our SaaS platforms across healthcare, education, financial services and other B2B industries. You serve as the primary point of contact for clients, proactively identifying their needs, coordinating the right internal resources and Subject Matter Experts (SMEs) to resolve issues, and drive adoption of new features and enhancements through targeted upsell opportunities.

You’ll also support the SMEs as a key member of the presales team for new leads. A core responsibility is owning and enhancing our pre‑sale content library with the latest case studies and other sales materials, as well as being the owner of the website and social media updates.

The ideal candidate excels in B2B client‑facing support, inside sales with a basic level of content creation capabilities. This is a ground floor opportunity with high‑growth potential.

• Client retention & satisfaction score
• Upsell revenue
• Website and social media channel traffic
• Website leads

Reports to:

SVP, Product

• Serve as the primary point of contact for client issues, triaging and routing requests to the appropriate subject matter experts across product, billing, training, and support to ensure timely resolution.
• Proactively identify client pain points and opportunities for growth; lead product demos and recommend enhancements, training services, and upsell opportunities.
• Drive consistent follow‑through by tracking open issues, ensuring resolution, and confirming client satisfaction.
• Own and manage the Product Asset Library, maintaining current materials and partnering with SMEs to develop new assets (e.g., one‑pagers, case studies, social content).
• Support the Director of Marketing in executing campaigns and related initiatives.
• Partner with Sales and internal SMEs during the pre‑sales cycle to support lead progression, demos, and solution positioning.
• Own and maintain the company website, ensuring content is up‑to‑date and leveraging analytics to provide insights and recommendations.
• Manage social media channels such as Linked In, including content creation, publishing, and performance tracking.

• The best co‑workers you’ll ever find
• Unlimited PTO
• Medical, Dental, Vision, 401k plus match
• Annual performance bonus eligibility
• Ongoing training opportunities
• Planned outings and team events (remote workers included!)

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional standing, walking, or lifting of office supplies (up to 10–20 lbs.).
• Frequent communication via phone, email, and video conferencing.
• Work is performed in a temperature‑controlled office environment with standard lighting and noise levels.
• Position may require occasional travel to client site.

We offer a competitive salary based on experience and qualifications. The compensation range for this position is $60, annually, with potential for performance‑based bonuses, 401k with employer match, and medical benefits.

Primacy is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require reasonable accommodation during the application or interview process, please contact ADA