Customer Advisor, Regional Renewal & Growth (SaaS)

HHAeXchange; Minneapolis (MN); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health plans

Paid time off

401(k) matching

Company holidays

Job summary

HHAeXchange is seeking a Customer Advisor to join our Bloomington, MN team. This in‑office role supports agencies with accounts up to $30K ARR and up to a 150‑member census. You will help customers optimize workflows, resolve blockers, and expand the value of our solutions.

This role is in our Bloomington, MN office with travel up to 10%. The base salary range is $65,000–$75,000 not including variable compensation, and benefits are offered.

Qualifications

• Minimum of 3 years in a customer-facing role with relationship management.
• Experience managing a high-volume portfolio of customers.
• Experience with SaaS platforms and post-implementation engagement.
• Proven success in retaining customers via consultative discussions.
• Strong communication with operational and executive stakeholders.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Portfolio management: manage a high-volume portfolio using data-driven insights to prioritize actions and renewals.
• Risk identification and retention: monitor account health, document root causes, and maintain retention forecasts.
• Renewal readiness: validate decision-makers, address blockers, and forecast renewals.
• Expansion: identify growth signals and handoff opportunities to Sales with context.
• Cross-functional collaboration: coordinate with Sales, Implementation, Product, and Support to achieve outcomes.
• Data & systems management: maintain account documentation in Gainsight and Salesforce.

Skills

Customer-facing

Portfolio management

Renewals

SaaS

Relationship-building

Cross-functional

Tools

Salesforce

Gainsight

Gong

Microsoft Office

OneNote

AI tools

Job description

HHAeXchange is seeking a Customer Advisor to join our Bloomington, MN team. This in‑office role supports agencies with accounts up to $30K ARR and up to a 150‑member census. You will help customers optimize workflows, resolve blockers, and expand the value of our solutions.

This role is in our Bloomington, MN office with travel up to 10%. The base salary range is $65,000–$75,000 not including variable compensation, and benefits are offered.