Client Account Executive

Summary

Join our team as a strategic, customer-centric professional to drive retention, expansion, and executive engagement. You will be responsible for reducing churn, identifying and closing expansion opportunities, and cultivating strong relationships with senior-level stakeholders. This role blends proactive risk management with a consultative sales approach, serving as a trusted advisor to clients while contributing to revenue growth and strategic account health. You will execute strategies to improve gross and net retention, proactively identify and mitigate at-risk accounts, and monitor customer health scores. Responsibilities also include identifying and closing upsell and cross-sell opportunities, managing the upsell pipeline, and building relationships with customer executives. The ideal candidate will possess 3+ years of experience in account management, customer success, or sales, with experience selling to HR decision-makers and in complex stakeholder environments. A strong background in SaaS or subscription-based business is required.

Requirements

• 3+ years of experience in account management, customer success, or sales
• Experience selling into HR decision makers and navigating complex stakeholder environments
• Experience selling SaaS or a subscription-based business required
• Strong experience with CRM (Salesforce preferred) and customer success data analysis
• Exceptional executive communication skills, with the ability to influence at all levels

Responsibilities

• Execute strategies to improve gross retention (reducing churn) and net retention (expansion growth)
• Proactively identify and mitigate at-risk accounts, ensuring long-term customer success
• Monitor customer health scores, product adoption, and renewal risks
• Identify, qualify, and close upsell and cross-sell opportunities within a defined book of business
• Effectively manage the upsell pipeline, ensuring a formalized sales process is followed
• Add revenue to the overall book of business through existing customer growth
• Build and maintain high-level relationships with customer executives to ensure alignment on strategic goals
• Ensure consistent communication with customer executives to strengthen long-term partnerships

Benefits

• Work from anywhere within the US for most roles
• Competitive Salary
• Medical, Dental, and Vision Insurance
• Flexible PTO
• 401K - 100% vested with ~4% match
• 12 Paid Holidays
• Company Laptop
• Reimbursement for home office expenses
• Employee Referral Bonuses
• Short-Term and Long-Term Disability Insurance
• FSA & HSA Options
• Life Insurance
• Personal and Professional Development
• Employee Assistance Program (Mental Health)
• Parental Leave + baby bonus