Job Summary:
The Account Executive (AE) plays a pivotal, customer-facing role responsible for managing a portfolio of accounts. Acting as the primary account owner, the AE drives account retention, revenue expansion, and high levels of client satisfaction through proactive relationship management, continuous opportunity identification, and close collaboration with internal stakeholders. AEs are responsible for building the account strategy, using data and insight to monitor account health, identify risk and growth signals, and partner with Customer Success Managers (CSMs) and leadership to execute against these strategies.
This role blends program management, process optimization, sales and client enablement, content development, and light marketing automation.
Job Responsibilities:
Strategic Account Ownership
- Serve as the primary point of contact and accountability for a defined portfolio of Core client accounts and their revenue.
- Partner closely with the Customer Success Manager to deliver a best-in-class client experience.
- Own the full account lifecycle from onboarding to renewal, including quarterly reviews, check-ins, and annual planning, optimizing all touchpoints to maximize revenue retention and expansion.
- Develop and execute client-specific strategies focused on retention, expansion, and customer satisfaction.
Revenue Growth & Retention
- Proactively identify upsell, cross-sell, and renewal opportunities in partnership with Product and Sales teams.
- Continuously monitor account trends, usage patterns, and service needs to inform strategic proposals.
- Own renewal conversations and support pricing or contract modifications as needed.
Client Health and Risk Management
- Analyze account performance to detect early signs of churn risk or declining engagement.
- Partner with CSMs and leadership on mitigation strategies and intervention planning.
- Escalate and resolve client challenges in collaboration with Operations and Client Experience.
Internal Collaboration & Leadership
- Collaborate closely with CSMs, Product, and Operations to deliver seamless client experiences.
- Ensure all client activity is accurately documented in CRM (HubSpot) and contribute to forecasting and pipeline visibility.
- Communicate client feedback, trends, and needs to internal teams for continuous improvement.
Please note that this job description is meant to give a basic understanding of the position and does not cover every part of the job duties and requirements. InformData reserves the right to change or assign other duties to this position at any time.
