Account Executive

Summary

Join HealthJoy's Customer Success Team as an Account Executive (Small Business) and become a key player in driving customer retention and growth. You will serve as the post-sale commercial leader for a book of small-business customers, ensuring they find value in their investment and expand their relationship with HealthJoy. This role involves working closely with benefit consultant partners, client HR leaders, and internal teams. You will leverage your benefits industry expertise and develop new SaaS skills to contribute to HealthJoy's revenue goals. The position offers a unique opportunity for a seasoned professional to make a significant impact in a dynamic, fast-paced environment. HealthJoy is a remote-first employer offering a competitive compensation package and comprehensive benefits.

Requirements

• Benefits experience required
• 7+ years of customer-facing account leadership or related experience demonstrating a high degree of skill in serving as a trusted advisor
• Demonstrated success managing a sales process
• Highly collaborative and influential with your teammates and business partners across the organization to drive results and innovation
• Extremely well organized
• Goal oriented and motivated
• Exceptional executive presence
• Ability to present complex or detailed information in a digestible and actionable manner to executive and c-suite level audiences
• Willingness to travel approximately 10-15% to support client book of business with the goal of approximately 1 visit per year to your most saturated benefit consultant partners, as well as at a minimum quarterly to Chicago headquarters for internal team meetings, and as needed. Total travel estimated at 15-20%

Responsibilities

• Confidently and independently own key customer outcomes (product adoption and utilization, net dollar retention, and customer health) for clients within your book of business (comprised of roughly 500 small business customers)
• In higher-touch engagements with your customers and broker partners, and at scale, advise your customers on strategies to optimize adoption across their members, drawing upon your extensive knowledge of HealthJoy’s product and services, benefit industry domain knowledge, and best practices
• Regularly review product utilization data across your book of business in order to uncover opportunities to mitigate risk and/or expand your book of business value
• Participate in book of business reviews with HealthJoy’s benefit consultant partners, alongside your counterparts on HealthJoy’s Sales Team, in order to present on outcomes and product updates
• Remain highly organized and efficient in order to ensure that you are spending your time proactively engaging with those customers that are in need of a higher touch based upon risk and/or opportunity
• Effectively collaborate up, down, and across – this role will only be successful if the Account Executive is a top notch collaborator with teams in Sales, Customer Operations, and Marketing that regularly engage with this segment
• By conducting effective ongoing discovery about your customers and their wants and needs, uncover potential upsell and/or other account expansion opportunities, and partner effectively with HealthJoy’s Product Solution Consultant team to effectively position marketplace solutions and ultimately expand account value
• Lead the expansion sales and renewal process for customers within your book of business
• Partner cross-functionally with GTM teams to support the scaled delivery of product education to your customers, as new features and functionality are released to ensure ongoing awareness and adoption
• You are the voice of the customer and act as an advocate for our customers, while providing feedback to relevant internal stakeholders
• Add value across the organization as a subject-matter expert
• Contribute to cross-functional thought leadership initiatives, including partnering with GTM and Product teams to develop podcast, webinar, or other written thought leadership
• Support overall Customer Success team performance, in partnership with people managers, by developing internal domain-area training, templates, and other tools used by CSMs to improve the team’s overall understanding of the employee benefits industry and trends
• Evangelize customer value across internal cross-functional teams, advocating for not only what HealthJoy’s customers need in order to be successful today but also in the future given benefit industry trends
• Keep an active pulse on the emerging needs of your customers and ensure HealthJoy is adapting future strategy and infrastructure to support the success of this client segment
• Serve as a mentor to junior team members looking to grow their careers in customer success and employee benefits

Preferred Qualifications

Experience working directly as an HR team member and/or as a benefit consultant

Benefits

• Medical, Dental and vision insurance packages
• HSA contribution match
• Stock options for eligible roles
• 401k match
• Paid parental leave
• Company sponsored Short Term and Long Term Disability coverage
• Flexible PTO
• Remote-first employer