- Own client relationships: Serve as the primary commercial point of contact for
- Drive expansion: Identify upsell and cross-sell opportunities across our product suite;
- Collaborate cross-functionally: Partner with Customer Success Managers, Product,
- Strategic account planning: Develop account plans to forecast growth, mitigate churn
- Performance insights: Monitor platform adoption, usage analytics, and ROI metrics to
- Voice of the customer: Capture client feedback and advocate internally to shape
- Industry engagement: Stay informed on regulatory trends (CMS, ACA, Medicare
- 3+ years of experience in SaaS account management, renewals, or customer success
- Understanding of the health and life insurance industry, including carriers, distributors,
- Proven success managing renewals and expansion quotas with a consultative, data-
- Excellent communication, negotiation, and presentation skills with C-level and
- Strong organizational and CRM proficiency (HubSpot, Salesforce, or similar).
- Experience working with compliance, licensing, or data exchange software in the
- Familiarity with health plan operations, broker distribution, or Medicare Advantage
- Comfort operating in a startup or high-growth environment—self-starter mindset and
- 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
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Account Executive, Customer Success - Pinehurst - EnrollHere
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
assigned accounts, ensuring client satisfaction, retention, and growth.
manage renewals and negotiate contracts with support from leadership.
and Solutions teams to align platform capabilities with evolving client needs.
risk, and build multi-level stakeholder relationships (business, IT, operations).
proactively guide clients toward greater impact and renewal readiness.
roadmap priorities and improve user experience.
Advantage, life licensing, compliance) to serve as a trusted advisor to clients.
Requirements
(preferably in B2B enterprise software).
FMOs, and agency operations.
driven approach.
operational stakeholders.
Preferred:
insurance ecosystem.
processes.
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:
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Customer Success Specialist
Full time Only for registered members Burlington
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Customer Success Manager
Only for registered members Burlington, MA
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Customer Success Specialist
Only for registered members Burlington
-
Customer Success Manager
Only for registered members Burlington
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Customer Success Manager
Only for registered members Burlington, MA
-
Customer Success Manager
Only for registered members Burlington
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Customer Success Representative
Only for registered members United States
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Customer Success Specialist
Only for registered members Burlington, MA
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Customer Success Manager
Only for registered members Billerica
-
Customer Success Manager
Only for registered members Billerica
-
Customer Success Manager
Only for registered members Billerica
-
Customer Success Manager
Only for registered members Billerica, MA, US
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Customer Success
Full time Only for registered members Winchester
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Customer Success
Only for registered members Winchester, MA
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Customer Success
Only for registered members Winchester, MA
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Account Executive, Customer Success
Full time Only for registered members Pinehurst
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Customer Success Manager, SMB
Full time Only for registered members Burlington
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Customer Success and Value Engineering
Only for registered members Burlington
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Senior Customer Success Manager
Only for registered members Burlington
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Senior Customer Success Manager
OTHER Only for registered members Burlington
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Customer Success Manager, SMB
Only for registered members Burlington, Massachusetts