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- Own client relationships: Serve as the primary commercial point of contact for
assigned accounts, ensuring client satisfaction, retention, and growth.
- Drive expansion: Identify upsell and cross-sell opportunities across our product suite;
manage renewals and negotiate contracts with support from leadership.
- Collaborate cross-functionally: Partner with Customer Success Managers, Product,
and Solutions teams to align platform capabilities with evolving client needs.
- Strategic account planning: Develop account plans to forecast growth, mitigate churn
risk, and build multi-level stakeholder relationships (business, IT, operations).
- Performance insights: Monitor platform adoption, usage analytics, and ROI metrics to
proactively guide clients toward greater impact and renewal readiness.
- Voice of the customer: Capture client feedback and advocate internally to shape
roadmap priorities and improve user experience.
- Industry engagement: Stay informed on regulatory trends (CMS, ACA, Medicare
Advantage, life licensing, compliance) to serve as a trusted advisor to clients.
Requirements
- 3+ years of experience in SaaS account management, renewals, or customer success
(preferably in B2B enterprise software).
- Understanding of the health and life insurance industry, including carriers, distributors,
FMOs, and agency operations.
- Proven success managing renewals and expansion quotas with a consultative, data-
driven approach.
- Excellent communication, negotiation, and presentation skills with C-level and
operational stakeholders.
- Strong organizational and CRM proficiency (HubSpot, Salesforce, or similar).
- Willingness to travel ~50% of the time
Preferred:
- Experience working with compliance, licensing, or data exchange software in the
insurance ecosystem.
- Familiarity with health plan operations, broker distribution, or Medicare Advantage
processes.
- Comfort operating in a startup or high-growth environment—self-starter mindset and
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:
- 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
Skills Required
- 3+ years of experience in SaaS account management, renewals, or customer success (preferably B2B enterprise software).
- Understanding of the health and life insurance industry, including carriers, distributors, FMOs, and agency operations.
- Proven success managing renewals and expansion quotas with a consultative, data-driven approach.
- Excellent communication, negotiation, and presentation skills with C-level and operational stakeholders.
- Strong organizational skills and CRM proficiency (HubSpot, Salesforce, or similar).
- Experience with compliance, licensing, or data exchange software in the insurance ecosystem.
- Familiarity with health plan operations, broker distribution, or Medicare Advantage processes.
- Comfort operating in a startup or high-growth environment; self-starter and adaptable.
What We Do
Streamline Your Business with EnrollHere! At EnrollHere, we empower sales organizations with cutting-edge technology to optimize their operations. Our all-in-one platform simplifies enrollment, lead management, commissions tracking, compliance, and call center operations—so you can focus on what matters most: growing your business. ? Why EnrollHere? ✔ Agency Reporting & Enrollment – Track enrollments and access real-time data with ease. ✔ Lead Distribution – Convert more leads with our customizable tracking system. ✔ Call Center Optimization – Manage dialer operations efficiently for maximum impact. ✔ Commissions Management – Automate calculations and reporting for accuracy and transparency. ✔ Compliance Tracking – Ensure accuracy with built-in Third-Party Verification. ✔ Scalable Teams Integration – Whether you’re a small agency or a large carrier, we grow with you.
