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Role Description

The Senior Account Executive on the Customer Success team is responsible for managing and growing relationships with Medefy’s strategic enterprise clients and broker partners. This role owns a portfolio of high-value accounts, including large and complex enterprise clients, and is responsible for driving client satisfaction, retention, and revenue growth through proactive relationship management, strategic guidance, and cross-functional collaboration. This role also leads client business reviews, resolves escalations, and works closely with internal teams to ensure clients realize maximum value from Medefy’s solutions while maintaining strong, long-term partnerships.

Qualifications

• Bachelor’s degree in business, Business Administration, Healthcare Administration, or related field, or equivalent professional experience.
• 7+ years of experience in Customer Success, Strategic Account Management, or Enterprise Account Management, preferably within SaaS, healthcare technology, or employee benefits solutions.
• Demonstrated experience managing enterprise-level client relationships and large strategic accounts, including multi-million-dollar partnerships and complex multi-stakeholder organizations.
• Proven track record of managing a revenue-generating book of business with accountability for renewals, retention, and account expansion.
• Experience supporting large-scale or statewide client programs, including coordination across multiple business units or regional stakeholders.
• Proven ability to build and maintain executive-level relationships with HR leaders, benefits executives, broker partners, and senior decision-makers.
• Strong analytical skills with the ability to interpret customer data and translate insights into actionable strategies that drive engagement and retention.
• Experience presenting insights and strategic recommendations through Executive Business Reviews or QBRs.
• Proficiency with CRM and customer success tools such as HubSpot, Monday.com, PowerBI, or similar systems.
• Excellent communication, negotiation, and relationship management skills.
• Demonstrated ability to manage multiple strategic accounts simultaneously while maintaining exceptional service standards.
• Strong problem-solving, conflict resolution, and critical thinking skills.
• Ability and willingness to travel as needed to support strategic client relationships and executive engagements.

Requirements

• Customer Success or Strategic Account Management certifications (e.g., Certified Customer Success Manager, Strategic Account Management Association certification).
• 5+ years of experience in healthcare, health insurance, employee benefits, insurance brokerage, HR technology, telemedicine, or digital health solutions.
• Experience working with benefits consultants, broker partners, and employer-sponsored healthcare programs.
• Demonstrated success improving client engagement, product adoption, retention, and Net Promoter Score (NPS) metrics.
• Experience mentoring team members and contributing to Customer Success strategy, operational development, or client success programs.
• Experience leveraging data analytics, reporting tools, and AI to measure customer engagement and drive strategic insights.

Benefits

• Remote work environment with a quiet, private workspace suitable for video conferencing.
• Flexible work schedule with potential for on-call duties as needed.
• Opportunity to work with a leading SaaS benefits navigation company.
• Engagement in a mission-driven organization focused on improving healthcare navigation.

Company Description

Medefy Health (www.Medefy.com) is a leading SaaS benefits navigation company, dedicated to simplifying the way employees access and utilize their benefits. Our mission is to drive better health and financial outcomes for our users while supporting HR teams and broker partners with seamless, data-driven solutions.

Our company is headquartered in Tulsa, OK. We’re proud to be Oklahoma’s #1 fastest-growing company and rated by Inc. Magazine as the 37th fastest-growing tech company and the 288th fastest-growing company overall in the USA.

Healthcare is only getting more complicated and more expensive for employers and their employees. This is where Medefy Health comes in. We’re on a mission to eliminate the stress on hard-working families caused by an impossible-to-navigate healthcare system, while saving them, and their employers, a significant amount of time and money.