Client Account Executive

Key Responsibilities

• Customer Retention & Risk Management
• Execute strategies to improve gross retention (reducing churn) and net retention (expansion growth). 
• Proactively identify and mitigate at-risk accounts, ensuring long-term customer success. 
• Monitor customer health scores, product adoption, and renewal risks. 
• Upsell & Expansion
• Identify, qualify, and close upsell and cross-sell opportunities within a defined book of business.
• Effectively manage the upsell pipeline, ensuring a formalized sales process is followed. 
• Add revenue to the overall book of business through existing customer growth.
• Executive-Level Customer Communication
• Build and maintain high-level relationships with customer executives to ensure alignment on strategic goals. 
• Ensure consistent communication with customer executives to strengthen long-term partnerships. 

Qualifications and Experience

• 3+ years of experience in account management, customer success, or sales, with a track record of managing and growing customer relationships.
• Experience selling to and building relationships with C-suite executives and senior-level decision-makers.
• Experience working in a SaaS or subscription-based business.
• A consultative approach to customer relationships, with the ability to uncover business needs and connect them to the right solutions.
• Strong communication and relationship-building skills, with the ability to influence stakeholders and navigate complex, multi-stakeholder organizations.
• Experience leveraging CRM systems (Salesforce preferred), customer success metrics, and account data to identify trends, risks, and growth opportunities.
• A track record of identifying and driving expansion opportunities within existing accounts.
• Experience developing and executing strategic account plans