Account Executive

Job Description

Work Location: Remote

Position Status: Full-Time

This is a remote position with eligibility in the following states: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WV, WY

Candidates must reside in one of these locations to be considered.

Why Join InformData?

At InformData, we're helping organizations make smarter, more confident decisions through trusted data, technology, and compliance solutions. As we continue to grow, we're investing in our people, products, and future, creating opportunities for employees to take on meaningful work, drive innovation, and make a visible impact on the business. Guided by our TRUST values, we foster a collaborative environment where ideas are welcomed, contributions are recognized, and growth is encouraged.

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.

What You’ll Do

What You'll Do

Strategic Account Ownership

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• Serve as the primary point of contact and accountability for a defined portfolio of Core client accounts and their revenue.
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• Partner closely with the Customer Success Manager to deliver a best-in-class client experience.
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• 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.
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• Develop and execute client-specific strategies focused on retention, expansion, and customer satisfaction.
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Revenue Growth & Retention

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• Proactively identify upsell, cross-sell, and renewal opportunities in partnership with Product and Sales teams.
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• Continuously monitor account trends, usage patterns, and service needs to inform strategic proposals.
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• Own renewal conversations and support pricing or contract modifications as needed.
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Client Health and Risk Management

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• Analyze account performance to detect early signs of churn risk or declining engagement.
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• Partner with CSMs and leadership on mitigation strategies and intervention planning.
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• Escalate and resolve client challenges in collaboration with Operations and Client Experience.
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Internal Collaboration & Leadership

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• Collaborate closely with CSMs, Product, and Operations to deliver seamless client experiences.
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• Ensure all client activity is accurately documented in CRM (HubSpot) and contribute to forecasting and pipeline visibility.
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• Communicate client feedback, trends, and needs to internal teams for continuous improvement.
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Please note that this job description is intended to provide a general overview of the position and may not include every responsibility or qualification associated with the role. InformData reserves the right to change or assign other duties to this position at any time.

What We’re Looking For

Required Qualifications

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• Account Ownership: Takes full responsibility for managing assigned accounts, including client satisfaction, retention, and revenue growth.
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• Revenue Focus: Proactively identifies and drives upsell, cross-sell, and renewal opportunities within the assigned book of business.
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• Client Advocacy: Serves as the voice of the customer internally, ensuring client needs are represented in service delivery and product conversations.
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• Analytical Thinking: Leverages data to monitor account health, identify trends or risks, and inform decision-making.
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• Collaboration: Works cross-functionally with CSMs, Operations, and other internal teams to ensure seamless execution and value delivery.
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• Growth Mindset: Maintains a forward-looking, opportunity-driven mindset focused on continuous improvement and client value expansion.
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• Clear Communication: Communicates effectively and professionally with clients and internal teams, translating complex issues into actionable insights.
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• Customer Obsession: Prioritizes the client's success and experience, consistently striving to exceed expectations.
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• Problem Solving: Quickly identifies challenges and partners with internal resources to implement timely and effective solutions.
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• Organizational Agility: Navigates internal systems and structures effectively to advocate for client needs and drive outcomes efficiently.
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KPIs:

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• Net and Gross Revenue Retention
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• Client Satisfaction
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Education & Experience Requirements:

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• 3–5 years of experience in Account Management, Customer Success, Sales, or related roles working with strategic, enterprise accounts.
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• Proven success in revenue retention, upsell/cross-sell execution, and long-term client engagement.
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• Strong relationship-building skills with the ability to communicate effectively with client stakeholders and internal teams.
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• Analytical mindset and comfort using data to identify account trends, risks, and opportunities.
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• Familiarity with CRM and reporting tools such as HubSpot and DOMO.
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• Background screening or B2B SaaS experience preferred.
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Physical Requirements

This position primarily involves performing work in a remote office environment. The physical requirements below are representative of those necessary to perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these essential functions.

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• Remain in a stationary position and work at a computer for extended periods.
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• Frequently operate a computer, keyboard, mouse, telephone, and other standard office equipment.
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• Ability to travel as needed to support business objectives.
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• Frequently communicate and exchange accurate information through verbal and written methods.
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• Review information displayed on computer screens and in electronic or printed documents for extended periods.
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• Occasionally move or transport a laptop and other standard work equipment weighing up to 20 pounds.
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Benefits

InformData, LLC provides a stable, professional workplace where employees are empowered to grow their careers and make a meaningful impact. We support our team through competitive compensation, opportunities for advancement, and a robust benefits program.

Eligible full-time employees enjoy a comprehensive benefits package that may include:

Medical, Dental, & Vision Insurance

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• 401(k) with Employer Match
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• Healthcare & Dependent Flexible Spending Accounts (FSA)
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• Health Savings Account (HSA) with Employer Contribution
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• Company Paid Life and AD&D Insurance
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• Company Paid Short- & Long-Term Disability
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• Employee Assistance Program (EAP)
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Paid Time Off

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• Company Holidays and Floating Holidays
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• Paid Time Off and Flexible Time Off Programs
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• Sick Time Accrual
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• Parental Leave
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• Jury Duty and Voting Leave
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• Military Leave
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• Bereavement Leave
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Other Voluntary Benefits

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• Pet Insurance
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• Employee Assistance Program
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• Life and AD&D Insurance for Employees/Spouse/Child(ren)
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• Disability Coverage
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• Critical Illness and Accident Insurance
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• Hospital Indemnity Insurance
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• Dependent Care Flexible Spending Account (FSA)
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Additional Information

Accessibility and Accommodations

InformData is committed to providing an inclusive and accessible employment experience. We welcome requests for reasonable accommodations throughout the application and interview process. Accommodations will be reviewed and considered on an individualized, case-by-case basis in accordance with applicable laws.

Work Authorization

At this time, this position is open only to candidates who are legally authorized to work in the United States without current or future employer sponsorship.

Equal Employment Opportunity

InformData is proud to be an Equal Opportunity Employer. We are committed to fostering a diverse, equitable, and inclusive workplace where everyone is treated with dignity and respect. Employment decisions are made based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.

This commitment applies to all aspects of employment, including recruitment, hiring, compensation, benefits, training, promotion, transfer, discipline, termination, and all other terms and conditions of employment.