Account Executive - Capturis

Conservice • Mandan, ND

17d • Onsite

About The Position

The Account Executive (Portfolio & Client Excellence) is a high-impact, strategic role responsible for the financial health, retention, and growth of a designated squad's client portfolio. Serving as a cornerstone of operational excellence, this role transitions away from individual task-level work to focus on squad leadership, standard operating procedure enforcement, and team capability building. The ideal candidate is a seasoned client advocate and strategic leader with a proven ability to manage complex enterprise relationships while directly coaching and upskilling Client Account Representatives (CARs). This position ensures that every account in our patch achieves maximum value and that the squad maintains peak performance and revenue stability.

Requirements

• Proven Account & Portfolio Leadership: A demonstrated track record of achieving and exceeding client management, retention, and portfolio growth targets.
• Mentorship & Coaching Capability: Proven experience in mentoring, coaching, or leading team members in a fast-paced, high-performance customer success environment.
• Strategic Problem-Solving: Strong experience navigating complex enterprise processes, bill payment workflows, and delivering cost savings or sustainability value in the utility and energy space.
• Executive Presentation Skills: Exceptional verbal and written communication skills, with total comfort presenting long-term strategic account maps to corporate senior stakeholders.
• Good Standing & Core Values: Candidate must possess unquestionable integrity, a strong work ethic, and currently have no active or previous history of performance concerns. Adherence to the Capturis values of Curious, Passionate, Servant-Minded, and Trustworthy.

Nice To Haves

• 5+ years of progressive experience in Account Management, Account Executive, or Client Success roles, preferably in the utility or energy field.
• Bachelor’s degree in Business, Marketing, Finance, or a related field.
• Familiarity with deregulated U.S. electricity, natural gas markets, and corporate sustainability initiatives.
• Strong technical proficiency with Microsoft Office suite (Excel, PowerPoint, Word, Outlook).
• Comfortable operating within an entrepreneurial, growth-stage, performance-driven environment with multiple competing deadlines.

Responsibilities

• Directly lead, manage, and hold the Client Account Representatives (CARs) within your specific patch or squad accountable for their daily results, operational metrics, and performance standards.
• Assume full accountability for the financial health, preventative retention strategies, and "Upsell/Expansion" revenue growth across your designated squad's client portfolio.
• Enforce strict compliance with our standard customer success playbooks, ensuring that every CAR consistently performs high-quality Business Reviews and regular client Health Checks.
• Serve as the primary mentor and coach for the CARs within your patch, directly sharpening their skills in account strategy, complex negotiations, high-level troubleshooting, and identifying organic expansion opportunities.
• Act as the primary "Shield" for the squad—stepping in to solve complex client disputes and internal friction with the Response or Support wings so that CARs can remain focused and client-facing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level