The Sr. Director, Account Executive will report to the Managing Director, Account Management. This role combines strategic client ownership with people leadership - overseeing a team of Account Executives and Team Leads responsible for managing, retaining, and growing a portfolio of enterprise-level national accounts.
This leader serves as the executive sponsor for key clients, a trusted strategic advisor to C-suite stakeholders, and a regional growth champion. Success is defined by client retention, revenue growth, account expansion, and the development of a high-performing team aligned to Inspira Financial's mission of helping participants achieve their healthcare financial wellness goals.
Client Relationship Management & Executive Sponsorship
- Serve as executive sponsor for key enterprise accounts, maintaining senior-level engagement across client organizations including C-suite, HR, Finance, and Benefits leaders.
- Build and sustain trusted advisor relationships with client contacts, benefits consultants, brokers, health plan partner account teams, and third-party vendors to strengthen the overall client ecosystem.
- Lead structured quarterly business reviews (QBRs) and annual strategy sessions, presenting program performance data, benchmarking insights, and forward-looking roadmaps.
- Proactively identify client concerns or service gaps and serve as the client's internal advocate within Inspira Financial to ensure timely resolution and a best-in-class experience.
- Develop deep familiarity with each client's industry, HR and benefits landscape, corporate objectives, and workforce demographics to deliver highly relevant and customized solutions.
Team Leadership & People Development
- Manage and develop a team of 5-8 direct reports (Account Executives and Team Leads), along with their respective client-facing teams across a defined region.
- Provide regular, timely feedback; set meaningful performance goals; and actively support the professional growth of each team member.
- Lead hiring, onboarding, and training processes to build a high-performing, client-focused organization.
- Direct daily workflow, resource allocation, and prioritization across the team and department.
- Coach, mentor, and challenge team members in ways that inspire them to reach their full potential and deliver exceptional client outcomes.
- Develop team metrics, execution plans, and budgets aligned to the broader regional strategy established by the Managing Director.
Regional Growth & Retention Strategy
- Develop and execute a comprehensive growth and retention strategy for the region, establishing a strong foothold with key health plan partners, brokers, and affiliated organizations.
- Champion all cross-sell and conversion initiatives across the region, ensuring proper communication flow and accountability throughout the team.
- Drive account expansion by identifying opportunities to grow Inspira Financial's product footprint within each client - including HSAs, FSAs, HRAs, COBRA, Direct Bill, Commuter Benefits, and Lifestyle Spending Accounts (LSAs).
- Monitor financial, profitability, and usage targets across the portfolio; prepare and coach team members to conduct QBRs that thoroughly explain metrics and analytics for each account.
- Lead renewal negotiations with a focus on maintaining profitability while demonstrating the long-term value of Inspira Financial's platform and service model.
- Maintain a high working knowledge of the client base, key contacts, and pricing for renewals to ensure effective execution of retention strategy and revenue protection.
Strategic Consulting & Advisory
- Engage enterprise clients in consultative dialogue around their overall benefits strategy, CDH program performance, healthcare cost management goals, and employee financial wellness objectives.
- Provide data-driven recommendations on CDH account adoption best practices, employer and member contribution strategies, and plan design optimization.
- Stay current on regulatory developments, IRS guidance, and industry trends affecting HSAs, FSAs, HRAs, COBRA, and related programs; proactively educate clients on organizational implications.
- Deliver thought leadership by representing Inspira Financial at client, broker/consultant, and industry events, webinars, and conferences.
Internal Collaboration & Operations
- Partner closely with Client Success, Implementation, Product, Compliance, and Marketing teams to ensure seamless delivery of services and solutions for enterprise accounts.
- Lead and coordinate responses to RFPs and renewal questionnaires, assembling appropriate internal resources, messaging, and competitive positioning.
- Maintain accurate, up-to-date records of client interactions, pipeline activities, and account plans within Salesforce CRM.
- Provide structured feedback to product and business development teams on client needs, competitive dynamics, market trends, and emerging opportunities.
- Participate in new business development activities including finalist presentations, on-site visits, and capability demonstrations.
- Work cross-functionally to deliver on strategic initiatives and shared company goals.