Account Executive, Customer Success

EnrollHere; Raleigh (NC); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical plans

Dental plans

Vision plans

401(k) with company match

PTO & remote work support

Learning stipends

Job summary

EnrollHere is seeking an Account Executive within the Customer Success Team. You will own post-sale growth, manage relationships for carrier and distributor clients, and help realize value from our solutions.

This hybrid role blends strategic account management, consultative selling, and client success to drive renewals and expansion. The role requires 3+ years in SaaS account management or customer success, strong communication with C-level stakeholders, and proficiency with CRM tools like

Qualifications

• SaaS account management experience with renewals and growth goals.
• Strong communication, negotiation, and presentation skills.
• CRM systems proficiency and data-driven decision making.

Responsibilities

• Own post-sale relationships for assigned accounts to drive retention and growth.
• Identify upsell opportunities and manage renewals with leadership support.
• Collaborate with Success, Product, and Solutions teams to align needs with capabilities.
• Develop strategic account plans to forecast growth and reduce churn.

Skills

SaaS account management

Renewals

Customer success

CRM proficiency

Communication & negotiation

Presentation skills

Travel

Tools

HubSpot

Salesforce

Job description

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.

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.
• 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.

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 stipents and opportunities for professional development