Role Description The Account Executive (AE) plays a pivotal, customer-facing role responsible for managing a portfolio of accounts. Acting as the primary account owner, the AE drives account retention, revenue expansion, and high levels of client satisfaction through proactive relationship management, continuous opportunity identification, and close collaboration with internal stakeholders. AEs are responsible for building the account strategy, using data and insight to monitor account health, identify risk and growth signals, and partner with Customer Success Managers (CSMs) and leadership to execute against these strategies. This role blends program management, process optimization, sales and client enablement, content development, and light marketing automation. Qualifications - Account Ownership: Takes full responsibility for managing assigned accounts, including client satisfaction, retention, and revenue growth. - Revenue Focus: Proactively identifies and drives upsell, cross-sell, and renewal opportunities within the assigned book of business. - Client Advocacy: Serves as the voice of the customer internally, ensuring client needs are represented in service delivery and product conversations. - Analytical Thinking: Leverages data to monitor account health, identify trends or risks, and inform decision-making. - Collaboration: Works cross-functionally with CSMs, Operations, and other internal teams to ensure seamless execution and value delivery. - Growth Mindset: Maintains a forward-looking, opportunity-driven mindset focused on continuous improvement and client value expansion. - Clear Communication: Communicates effectively and professionally with clients and internal teams, translating complex issues into actionable insights. - Customer Obsession: Prioritizes the client's success and experience, consistently striving to exceed expectations. - Problem Solving: Quickly identifies challenges and partners with internal resources to implement timely and effective solutions. - Organizational Agility: Navigates internal systems and structures effectively to advocate for client needs and drive outcomes efficiently. Requirements - 3–5 years of experience in Account Management, Customer Success, Sales, or related roles working with strategic, enterprise accounts. - Proven success in revenue retention, upsell/cross-sell execution, and long-term client engagement. - Strong relationship-building skills with the ability to communicate effectively with client stakeholders and internal teams. - Analytical mindset and comfort using data to identify account trends, risks, and opportunities. - Familiarity with CRM and reporting tools such as HubSpot and DOMO. - Background screening or B2B SaaS experience preferred. Benefits - This position requires the incumbent to work indoors at a desk for extended periods of time. - The person must be able to comprehend and follow work instructions in a fast-paced, team environment. - This position requires the ability to interact with all levels within the organization and requires the ability to respond professionally to all individuals and work well as a team player. - This position may be required to work overtime on occasion to meet company objectives.