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Client Account Executive

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Fast Facts

Join our team as a Client Account Executive, where you'll drive customer retention and expansion while building strong relationships with senior clients across a defined book of business.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Responsibilities: Drive customer retention, identify churn risks, manage upsell opportunities, and engage with customer executives to ensure long-term success.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Skills: Experience in account management, customer success, or sales, particularly with HR decision-makers; strong CRM skills; exceptional communication abilities.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Qualifications: 3+ years of relevant experience in SaaS or subscription-based sales; proficient in Salesforce and customer success metrics analysis.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Location: Work from anywhere within the US

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Compensation: $90000 - $100000 / Annually



Job Type: Full-Time

We are seeking a strategic, customer-centric professional to drive retention, expansion, and executive engagement across a defined book of business. In this role, you will be responsible for reducing churn, identifying and closing expansion opportunities, and cultivating strong relationships with senior-level stakeholders to ensure long-term customer success. You’ll blend proactive risk management with a consultative sales approach, serving as a trusted advisor to our clients while contributing to overall revenue growth and strategic account health. 

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   
  • Experience selling into HR decision makers and navigating complex stakeholder environments  
  • Experience selling SaaS or a subscription-based business required.  
  • Strong experience with CRM (Salesforce preferred) and customer success data analysis  
  • Exceptional executive communication skills, with the ability to influence at all levels. 

$90,000 - $100,000 a year

Salary listed is for the base salary. This position is also eligible for quarterly, semi-annual, and annual bonuses.

Benefits:

-Work from anywhere within the US for most roles

-Competitive Salary 

-Medical, Dental, and Vision Insurance 

-Flexible PTO 

-401K - 100% vested with ~4% match 

-12 Paid Holidays 

-Company Laptop 

-Reimbursement for home office expenses 

-Employee Referral Bonuses 

-Short-Term and Long-Term Disability Insurance 

-FSA & HSA Options 

-Life Insurance 

-Personal and Professional Development 

-Employee Assistance Program (Mental Health) 

-Parental Leave + baby bonus 

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Average salary estimate

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$90000K
$100000K

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What You Should Know About Client Account Executive, BizLibrary

Are you ready to elevate your career to the next level? Join our dynamic team as a Client Account Executive! This remote role is more than just a job; it's a unique opportunity to drive customer retention and expansion while fostering meaningful relationships with senior clients within your defined book of business. Imagine yourself working with influential decision-makers in the HR domain, employing your strong communication skills to ensure long-term success and satisfaction. In this role, you’ll be tasked with managing upsell opportunities and identifying churn risks, all while taking a proactive approach to improve customer health scores and product adoption. With over 3 years of experience in account management, customer success, or sales, particularly in a SaaS environment, you will use your CRM expertise, especially in Salesforce, to analyze customer success metrics effectively. Here, collaboration is key; you’ll work closely with executives to create alignment on strategic goals, ensuring that our clients not only stay satisfied but thrive with our solutions. As you cultivate these vital relationships, your efforts will directly contribute to overall revenue growth and account health. Plus, we offer a competitive salary package ranging from $90,000 to $100,000 annually, along with fantastic benefits that support both your personal and professional growth. If you’re looking for an engaging, supportive environment where you can truly make an impact, let’s connect and see how you can be part of our exciting journey!

Frequently Asked Questions (FAQs) for Client Account Executive Role at BizLibrary
What are the responsibilities of a Client Account Executive at our company?

As a Client Account Executive, your main responsibilities will revolve around driving customer retention, identifying churn risks, managing upsell opportunities, and engaging with customer executives. You'll focus on ensuring long-term success for our clients while executing strategies aimed at improving customer health. This means monitoring customer health scores, product adoption, and renewal risks to create effective solutions for our valued clientele.

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What qualifications are needed for the Client Account Executive position?

To succeed as a Client Account Executive, candidates should possess at least 3 years of relevant experience in account management, customer success, or sales, ideally within a SaaS or subscription-based business. Proficiency in Salesforce and strong analytical skills regarding customer success metrics are essential. Exceptional communication abilities are a must, as you will be working closely with HR decision-makers and navigating complex environments.

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How does this role contribute to customer success at our company?

In the Client Account Executive role, your contributions are crucial to customer success as you will be responsible for minimizing churn and maximizing growth within your defined book of business. By employing a consultative sales approach and maintaining executive-level relationships, you will ensure that our clients align with our strategic goals and receive the maximum value from our offerings, enhancing overall satisfaction and long-term partnerships.

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What can I expect in terms of career growth as a Client Account Executive?

As a Client Account Executive, you can expect significant career growth opportunities. Success in this position not only enhances your account management and sales skills but also prepares you for advanced roles within the organization. The company values development and offers various personal and professional growth initiatives, allowing you to advance steadily in your career while contributing to the company's success.

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What type of training and support will be given to a new Client Account Executive?

Upon joining our team as a Client Account Executive, you can expect comprehensive onboarding and continuous support. We provide training on our products and tools, especially focusing on Salesforce usage and customer success metrics analysis. You'll work with experienced mentors and have access to resources that will enhance your skills, ensuring you feel equipped and empowered to succeed in your role.

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Common Interview Questions for Client Account Executive
Can you describe your experience with customer retention strategies as a Client Account Executive?

In your response, emphasize specific strategies you've utilized to enhance retention rates, such as identifying churn risks or implementing proactive engagement plans. Providing quantifiable results, like improvements in customer satisfaction scores or renewal rates following your initiatives, can impress interviewers.

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How do you approach upselling to existing clients?

Discuss your consultative sales approach and how understanding customer needs is crucial for successful upselling. Mention examples where you've effectively identified opportunities, engaged clients in meaningful conversations about additional products or upgrades, and how you built trust to facilitate these sales.

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What tools do you use for managing customer relationships, and why?

Highlight your proficiency with CRM tools, particularly Salesforce if applicable. Talk about how these tools allow you to track customer interactions, monitor health scores, and analyze customer behavior patterns to execute effective retention strategies.

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Can you share an experience where you turned around a potentially at-risk account?

Prepare a scenario where you recognized the signs of churn and took initiative to re-engage the client. Discuss the actions you took, the strategies you employed, and the end results, focusing on the successful renewal and improved relationship.

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How do you maintain healthy communication with executives at client companies?

Explain your communication strategy, emphasizing the importance of regular check-ins and updates tailored to their strategic goals. Provide examples of how you've scheduled executive meetings or created reports that foster easier dialogue and collaboration.

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Describe a time when you faced a challenge while managing a client relationship.

Select a relevant instance that illustrates how you handled difficult situations professionally. Discuss the challenge, your approach to resolve it, and the successful outcome, showcasing your problem-solving skills and resilience.

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What motivates you in a Client Account Executive role?

Share personal motivations such as the satisfaction of solving client issues, the thrill of revenue growth through successful upselling, or your passion for fostering relationships. Relate these motivations back to the company’s values and mission.

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How do you track success and measure outcomes in your client accounts?

Talk about specific key performance indicators (KPIs) you monitor, such as customer satisfaction, renewal rates, and upsell ratios. Discuss the importance of data analysis and how it informs your long-term strategies for account management.

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What role does teamwork play in the success of a Client Account Executive?

Emphasize the collaborative nature of this role and how working alongside cross-functional teams—such as marketing and product development—can enhance customer relationships. Discuss how teamwork contributes to achieving overall goals and client satisfaction.

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Why do you want to work as a Client Account Executive at our company?

Reflect on the company’s mission, values, and products. Discuss how these align with your professional aspirations and values, and express enthusiasm for the opportunity to contribute to the organization’s success by leveraging your skills and experience.

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DATE POSTED
April 23, 2025

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