Digital Account Executive
Core
Accountable owner of customer success and growth for 14,000+ unassigned small business accounts, driving retention, renewals, and expansion through scalable digital programs and data-driven prioritization.
Role type
Senior individual contributor Digital Account Executive (Customer Success & Content)
Builds
Scalable content campaigns, automated renewal workflows, and self-service resources for a high-volume unassigned portfolio
Domain
Health & Benefits (HSA, HRA, FSA, COBRA) / SaaS Customer Success
Required skills
Customer success management at scale, content creation (email, webinars, micro-learning), renewal management, data analysis, cross-functional collaboration, CRM proficiency
Preferred skills
Health & Benefits domain knowledge, experience with automated outreach, strong written communication
Technologies
Salesforce, email marketing tools, webinar platforms
Responsibilities
Design and execute one-to-many outbound strategies to surface upsell opportunities; build content and micro-learning journeys to educate clients; own end-to-end renewal management for the unassigned portfolio; identify churn risk signals and deploy scalable retention plays; report on portfolio health and campaign performance.
Seniority
Senior, hands-on IC