Partner Account Executive

📋 Description

• Serve as the primary post-sale contact and strategic advisor for assigned partner accounts
• Build a deep understanding of partner businesses, objectives, KPIs, operating models, and growth
• Lead regular partner touchpoints, strategic planning sessions, and business reviews to demonstrate
• Own account retention and growth, identifying and closing upsell and cross-sell opportunities
• Lead renewal activities, ensuring timely execution, clear communication, and strong demonstration
• Develop expansion roadmaps and enablement strategies that increase product adoption, utilization

🎯 Requirements

• At least 5 years of experience in customer success, account management, partner management, or a
• Bachelor’s degree or equivalent relevant professional experience.
• Proven success managing strategic customer or partner relationships and delivering measurable
• Demonstrated experience with renewals, negotiations, expansion opportunities, retention objectives
• Strong understanding of customer lifecycle management, product adoption, and long-term relationship
• Knowledge of HSA, HRA, FSA, Commuter, COBRA, and Direct Billing solutions is highly valuable.

🎁 Benefits

• Base salary range of $63,700–$74,400, with actual compensation determined by qualifications
• Eligibility for sales commission under the applicable compensation plan.
• Comprehensive and competitive benefits designed to support professional and personal well-being.
• Medical, dental, and vision insurance.
• Retirement savings plan.
• Paid time off.