The Client Account Executive will drive customer retention, manage upsell opportunities, and maintain executive-level relationships to ensure long-term success and revenue growth.
Job Type: Full-Time
We are seeking a strategic, customer-centric professional to drive retention, expansion, and executive engagement across a defined book of business. In this role, you will be responsible for reducing churn, identifying and closing expansion opportunities, and cultivating strong relationships with senior-level stakeholders to ensure long-term customer success. You’ll blend proactive risk management with a consultative sales approach, serving as a trusted advisor to our clients while contributing to overall revenue growth and strategic account health.
Key Responsibilities
- Customer Retention & Risk Management
- 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.
- Upsell & Expansion
- 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.
- Executive-Level Customer Communication
- 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.
Qualifications and Experience
- 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.
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
Top Skills
CRM
Salesforce
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