Account Executive, Customer Success
At a glance
Mid-level Account Executive role at EnrollHere. Raleigh · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage assigned carrier and distributor accounts as their main commercial contact, protecting retention and satisfaction
- Find expansion opportunities, run renewals, and support contract negotiations across the product suite
- Build account plans that forecast growth, reduce churn risk, and develop relationships across business, IT, and operations
- Use adoption, usage, and ROI data to guide clients toward stronger platform results and renewal readiness
- Bring customer feedback to Product and Solutions teams to influence roadmap priorities and improve user experience
What you bring
- At least three years in SaaS account management, renewals, or customer success, preferably with B2B enterprise software
- Knowledge of health and life insurance operations, including carriers, distributors, FMOs, and agencies
- A record of consultative, data-informed success against renewal and expansion quotas
- Strong communication, negotiation, presentation, organizational, and CRM skills, including HubSpot, Salesforce, or similar
Who this fits
You’ll suit a relationship-led commercial role that combines account strategy, consultative selling, customer success, and data analysis. The position requires familiarity with insurance and willingness to travel about half the time. It is listed as onsite in Raleigh while the description also references remote work.
From the employer
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.
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
Not this one either?
Claude or ChatGPT reads the other 90,537 for you.
Get better matches →
