Sr. Account Executive

MEDEFY HEALTH INC•Tulsa, OK

4d•$100,000 - $110,000•Remote

About The Position

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. About our awesome company, Medefy Health... 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, and our story is still being written! 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. All while saving them, and their employers, a significant amount of time and money. We demolish barriers between healthcare and the people who need it, and we need your help to further our mission!

Requirements

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.

Nice To Haves

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

Responsibilities

Serve as the primary strategic advisor and executive point of contact for assigned enterprise clients and broker partners, ensuring strong long-term partnerships and measurable business outcomes.
Own and manage a portfolio (book of business) of strategic enterprise accounts, including some of the organization’s largest and most complex clients, with responsibility for overall account health, client satisfaction and long-term growth.
Lead strategic relationship management for high-value enterprise customers, including multi-million-dollar partnerships and large statewide adoption, requiring coordination across multiple stakeholders, departments and geographic regions.
Maintain accountability for revenue performance across assigned accounts, including achieving gross retention targets (90%+) and net revenue retention targets (110%+) through renewals, expansion opportunities and strategic account/broker development.
Drive contract renewal strategy and execution by proactively managing renewal timelines, demonstrating value through performance insights, and collaborating with internal stakeholders on expansion opportunities.
Develop and execute comprehensive strategic account plans aligned with client organizational goals, workforce initiatives, and healthcare engagement strategies.
Lead Quarterly Business Reviews (QBRs) and Executive Business Reviews with senior client stakeholders, presenting utilization trends, ROI insights, adoption metrics and strategic recommendations that reinforce partnership value.
Monitor and actively manage client health metrics, including engagement, utilization, product adoption, renewal readiness and satisfaction indicators.
Drive improvements in client satisfaction and Net Promoter Score (NPS) by proactively identifying opportunities to enhance the client experience and address potential at-risk flags.
Act as a trusted advisor to HR leaders, benefits executives, and broker partners, providing strategic insights on employee benefits engagement, healthcare navigation solutions and program optimization.
Identify opportunities to increase product adoption, engagement, and utilization across client populations to maximize platform value and strengthen retention outcomes.
Track and analyze key account performance indicators including revenue growth, retention metrics, utilization trends, engagement levels, and NPS results to guide strategic decision-making.
Maintain accurate documentation of client activities, account plans, revenue forecasts, and engagement strategies within CRM
Contribute to the ongoing development of Customer Success best practices, strategic account playbooks, and operational processesthat support organizational growth.
Stay informed on industry trends, healthcare innovations, and employer benefits strategies to strengthen advisory capabilities and deliver forward-looking insights to clients.
Perform other duties as assigned.