Account Executive, Customer Success
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Before you apply
LocationRaleigh, North Carolina, United States
Work modehybrid
Typefull-time
SeniorityMid
Experience3+ yrs
DepartmentCustomer Success
Company size4+ people
PostedAug 11, 2026 · 2mo ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
3+ years of experience in SaaS account management, renewals, or customer success
Understanding of the health and life insurance industry, including carriers, distributors, FMOs, and agency operations
Proven success managing renewals and expansion quotas with a consultative, data-driven approach
Excellent communication, negotiation, and presentation skills with C-level and operational stakeholders
Strong organizational and CRM proficiency (HubSpot, Salesforce, or similar)
Willingness to travel ~50% of the time
Experience working with compliance, licensing, or data exchange software in the insurance ecosystem
Familiarity with health plan operations, broker distribution, or Medicare Advantage processes
Comfort operating in a startup or high-growth environment—self-starter mindset and adaptability required
Skills
HubSpot
Salesforce
Benefits
Health insurance
Dental insurance
Vision insurance
401(k)
Unlimited PTO
Professional development
About the company
EnrollHere is on a mission to make healthcare enrollment simple, transparent, and accessible for everyone. We partner with organizations nationwide to deliver streamlined technology and exceptional customer experiences, ensuring members can access the coverage they need with confidence. Our fully remote team thrives on collaboration, innovation, and a shared commitment to improving the enrollment journey for all.
About the role
As an Account Executive within the Customer Success Team, you’ll own post-sale growth and relationship management for a portfolio of carrier and distributor clients. You’ll act as the bridge between our clients’ business goals and our technology solutions—helping them realize measurable value, expand adoption, and drive renewals. This is a hybrid role blending strategic account management, consultative selling, and client success - perfect for someone who thrives at the intersection of relationships, data, and results.
Responsibilities
•
Own client relationships: Serve as the primary commercial point of contact for
assigned accounts, ensuring client satisfaction, retention, and growth.
•
Drive expansion: Identify upsell and cross-sell opportunities across our product suite;
manage renewals and negotiate contracts with support from leadership.
•
Collaborate cross-functionally: Partner with Customer Success Managers, Product,
and Solutions teams to align platform capabilities with evolving client needs.
•
Strategic account planning: Develop account plans to forecast growth, mitigate churn
risk, and build multi-level stakeholder relationships (business, IT, operations).
•
Performance insights: Monitor platform adoption, usage analytics, and ROI metrics to
proactively guide clients toward greater impact and renewal readiness.
•
Voice of the customer: Capture client feedback and advocate internally to shape
roadmap priorities and improve user experience.
•
Industry engagement: Stay informed on regulatory trends (CMS, ACA, Medicare
Advantage, life licensing, compliance) to serve as a trusted advisor to clients.
Requirements
•
3+ years of experience in SaaS account management, renewals, or customer success
(preferably in B2B enterprise software).
•
Understanding of the health and life insurance industry, including carriers, distributors,
FMOs, and agency operations.
•
Proven success managing renewals and expansion quotas with a consultative, data-
driven approach.
•
Excellent communication, negotiation, and presentation skills with C-level and
operational stakeholders.
•
Strong organizational and CRM proficiency (HubSpot, Salesforce, or similar).
•
Willingness to travel ~50% of the time
Preferred:
•
Experience working with compliance, licensing, or data exchange software in the
insurance ecosystem.
•
Familiarity with health plan operations, broker distribution, or Medicare Advantage
processes.
•
Comfort operating in a startup or high-growth environment—self-starter mindset and
adaptability required.
Benefits
We believe in taking care of our team, which is why we offer a comprehensive benefits package that supports your health, wellness, and future:
•
Medical: 4 United Healthcare medical plans (including an HSA option)
•
Dental: 3 dental plans (Aetna and MetLife)
•
Vision: 2 Aetna vision plans
•
Wellness & Mental Health: 5 additional Medical Plus benefits, including telehealth support and an annual Talkspace subscription
•
Ancillary Coverage: 4 ancillary plans and supplemental life insurance
•
Retirement: 401(k) with a 4% match (after a 90-day exclusionary period)
•
PTO & Flexibility: Generous PTO and remote work support
•
Growth: Learning stipends and opportunities for professional development