Account Executive - WFH
About the Company
InformData helps organizations make informed decisions through data, technology, and compliance solutions. The company is committed to building trusted client relationships, improving business outcomes, and creating opportunities for employees to contribute to its continued growth. Its workplace is guided by TRUST values, with an emphasis on collaboration, innovation, and professional development.
About the Role
InformData is seeking an Account Executive to manage a portfolio of client accounts, with responsibility for account retention, revenue growth, and client satisfaction. The role serves as the primary point of contact for assigned accounts and works closely with Customer Success Managers (CSMs), Product, Sales, Operations, and leadership to strengthen relationships and identify opportunities for expansion. The Account Executive will oversee the account lifecycle from onboarding through renewal, develop account strategies, monitor client health, and use data to identify risks and growth opportunities. The position also involves CRM documentation, forecasting support, process improvement, and coordination across internal teams.
Responsibilities
Manage a portfolio of Core client accounts and take ownership of account relationships, satisfaction, retention, and revenue. Partner with Customer Success Managers to deliver a consistent, high-quality client experience. Oversee the account lifecycle from onboarding through renewal, including regular check-ins, quarterly reviews, and annual planning. Develop and execute account strategies focused on customer satisfaction, revenue retention, and account expansion. Identify and pursue upsell, cross-sell, and renewal opportunities in collaboration with Product and Sales teams. Monitor account trends, product usage, and service needs to identify opportunities and inform client proposals. Lead renewal discussions and support pricing adjustments or contract modifications when needed. Analyze account performance and engagement data to identify potential churn risks and declining client activity. Work with CSMs and leadership to develop risk mitigation plans and coordinate appropriate interventions. Escalate and resolve client issues in partnership with Operations and Client Experience teams. Collaborate with Product, Operations, and other internal stakeholders to address client needs and improve service delivery. Maintain accurate client activity and account information in HubSpot CRM. Contribute to forecasting, pipeline visibility, and account performance reporting. Share client feedback, emerging trends, and business needs with internal teams to support continuous improvement. Qualifications 3–5 years of experience in Account Management, Customer Success, Sales, or a related role working with strategic or enterprise accounts. Demonstrated success in revenue retention, upselling, cross-selling, and maintaining long-term client relationships. Strong relationship-building skills and the ability to communicate effectively with client stakeholders and internal teams. Ability to use data to evaluate account health, identify risks, recognize trends, and uncover growth opportunities. Experience collaborating across teams to resolve issues and deliver value to clients. Strong communication, problem-solving, and organizational skills. Ability to take ownership of account outcomes and advocate for client needs. A proactive approach to identifying opportunities, improving processes, and expanding client value. Familiarity with CRM and reporting tools such as HubSpot and DOMO. Ability to work effectively in a remote office environment and manage competing priorities. Required Skills Strong relationship-building skills and the ability to communicate effectively with client stakeholders and internal teams. Ability to use data to evaluate account health, identify risks, recognize trends, and uncover growth opportunities. Experience collaborating across teams to resolve issues and deliver value to clients. Strong communication, problem-solving, and organizational skills. Ability to take ownership of account outcomes and advocate for client needs. A proactive approach to identifying opportunities, improving processes, and expanding client value. Familiarity with CRM and reporting tools such as HubSpot and DOMO. Ability to work effectively in a remote office environment and manage competing priorities. Preferred Skills Experience in background screening or B2B SaaS. Familiarity with account reporting, client engagement metrics, and revenue forecasting Salary and Benefits InformData offers eligible full-time employees a benefits package that may include Medical, dental, and vision insurance. 401(k) plan with employer match. Healthcare and dependent Flexible Spending Accounts (FSA). Health Savings Account (HSA) with employer contribution. Company-paid life and Accidental Death and Dismemberment (AD&D) insurance. Company-paid short-term and long-term disability coverage. Employee Assistance Program (EAP). Paid time off, flexible time off programs, and sick time accrual. Company holidays and floating holidays. Parental leave, jury duty leave, voting leave, military leave, and bereavement leave. Optional benefits, including pet insurance, additional life and AD&D coverage, disability coverage, critical illness and accident insurance, hospital indemnity insurance, and dependent care FSA. Key Performance Indicators Net Revenue Retention and Gross Revenue Retention. Client Satisfaction. Work Location and Employment Details Work arrangement: Remote. Employment type: Full-time. Candidates must reside in one of the following eligible locations: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Washington, D.C., Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, or Wyoming. Applicants must be legally authorized to