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About the Role
This is a hands-on role where you will own the full account relationship, serving as both the account executive and the day-to-day success owner for your clients. You will be responsible for a deep understanding of customer needs, fostering enduring relationships, and driving both growth and retention independently in a fast-moving, startup-paced environment.
Responsibilities
- Serve as the primary point of contact for an assigned book of health plan accounts, developing and nurturing proven relationships with clients.
- Become experienced in each client's strategic business targets, book of business, and operations.
- Increase customer engagement through a proactive cadence of check-ins; understand clients' evolving needs and identify opportunities for additional services.
- Independently build the account-level analysis behind recommendations — including enrollment and portfolio data, opportunity sizing, and client-ready materials.
- Facilitate or host webinars with experts to enhance customers' product knowledge.
- Monitor contract renewals and proactively engage with clients to secure renewals.
Requirements
- An analyst-caliber background, with the ability to work directly with data (e.g., Excel, SQL, BI tools) to build account insights independently. (1-3 years)
- Prior experience in a startup or lean, high-ownership environment. (1-3 years)
- Proven experience as an Account Executive, Customer Success Manager, or in a similar client-facing role carrying both relationship and commercial outcomes. (2-4 years)
- Proven communication, negotiation, and interpersonal skills.
- Ability to understand technical concepts and translate them into client-friendly terms.
- Results-driven with a focus on customer satisfaction and retention.
Skills
- Excel
- SQL
- BI tools
- Communication
- Negotiation
- Interpersonal skills
Location
- Remote (U.S.)
Work Type
- Remote
- Full-time
Experience Level
- Director
- 1-3 years
- 2-4 years
Education Level
- Bachelor's degree in Business, Marketing, Computer Science, Data/Analytics, or a related field.
Salary/Compensations
- $120 - 135K
Benefits
- Comprehensive medical, dental, and vision benefits
- 3 weeks of vacation plus 5 personal days
- Employee stock ownership
- RRSP program
- 401k + matching
- Community involvement opportunities
- Flexible work arrangements
About the Company
- For nearly two decades, ConnectureDRX’s vast network of health plan data has brought carriers, FMOs and brokers together to simplify selling health plans in order to help millions of consumers find and enroll in their best fit Medicare plans every year.
- Harris provides mission critical software solutions for the Public Sector, Healthcare, Utilities and Private Sector verticals throughout North America, Europe, Asia and Australia.
- Working for Harris is the perfect opportunity to fulfill your professional goals as well as achieve your personal dreams!
- Our employees enjoy a casual work environment that offers comfort while providing superior service to our customers.
- We offer a comprehensive benefit package as well as other additional “Perks”!
- We empower our employees to make a difference
- We have an award-winning culture
- We offer opportunity to learn
- We are financially strong and we are owned by the largest software company in Canada (CSI)
- We have fun!
Equal Opportunity
- We are an equal opportunity employer.