About this role.
This Customer Success Executive role at Unite Us focuses on owning retention and expansion for a strategic book of business. You will build executive relationships, craft data-driven account strategies, and negotiate complex renewals and upsells. The role requires high autonomy and cross-functional collaboration to drive adoption, ROI, and program impact. Ideal candidates have 5-7 years of enterprise customer success experience and strong analytical skills.
Role DNA
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Job Complexity
4/5Pace & Pressure
4/5Autonomy Level
5/5Communication Load
5/5Salary analysis
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Core skills
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Cover letter sample
Dear Hiring Manager,
I am writing to express my strong interest in the Customer Success Executive position at Unite Us. With over 6 years of experience managing complex enterprise accounts and driving retention and growth, I am confident in my ability to own strategic relationships and deliver measurable outcomes. I have a proven track record of negotiating multi-year renewals, executing data-driven success plans, and collaborating cross-functionally to maximize customer value. I am particularly drawn to Unite Us's mission-driven focus and would be excited to contribute to your impact. Thank you for considering my application.
Sample interview questions
I once managed a key account that was considering non-renewal due to perceived lack of value. I conducted a deep dive into their usage data, identified underutilized features, and created a tailored success plan with clear ROI milestones. By engaging executive sponsors and delivering a QBR that highlighted measurable outcomes, I rebuilt trust and secured a three-year renewal with an expanded scope.
I start by mapping all stakeholders and understanding their individual priorities. I prepare data-driven value stories and align pricing with the outcomes delivered. I collaborate with Legal and Finance early to anticipate procurement cycles. During negotiations, I focus on mutual goals and flexibility, often proposing multiple package options to find a win-win.
I regularly analyze platform usage, health scores, and customer feedback to identify trends and risks. For example, I created a dashboard that tracked adoption metrics and correlated them with renewal likelihood. This allowed me to proactively intervene with targeted enablement campaigns, resulting in a 20% increase in net retention.
I prioritize accounts based on risk and opportunity, using CRM tools to track engagements and set reminders. I schedule quarterly business reviews for each account and maintain regular check-ins with key stakeholders. I also leverage internal resources and cross-functional teams to ensure each account receives the attention it needs without overwhelming myself.
I am passionate about mission-driven organizations that create social impact. Unite Us's focus on connecting healthcare and social services aligns with my values. I also admire the company's emphasis on data-driven outcomes and cross-sector collaboration. I believe my experience in complex account management can directly contribute to Unite Us's growth and customer success.
Job Title: Customer Success Executive – Nebraska
Department: Customer Success
About the Role:
As a Customer Success Executive, you’ll own retention and expansion for a strategic book of business across our most impactful customers. In this senior individual contributor role, you’ll build and nurture executive-level relationships, craft and execute data-driven account strategies, and negotiate complex renewals and upsells. You’ll partner cross-functionally to ensure delivery of measurable outcomes—driving adoption, network growth, ROI, and program impact. Operating with high autonomy, you’ll act as a domain expert and trusted advisor, translating customer insights into clear narratives and actionable plans that mitigate risk, strengthen partnerships, and grow net revenue. You’ll thrive at the intersection of strategy, relationship management, and measurable impact in this role.
What You’ll Do:
Own retention and growth strategy: Develop and execute multi-year account plans that align Unite Us capabilities to customer objectives, drive GRR/NRR, and proactively mitigate churn risk across assigned vertical(s).
Lead executive stakeholder engagement: Build, map, and manage senior and C‑suite relationships; align on goals, success metrics, and value realization for providers, payers, public sector, and community-based organizations.
Negotiate complex renewals and expansions: Structure and close multi-year renewals and support upsells, including pricing strategy and terms; navigate procurement and budget cycles in partnership with Legal and Finance to land on time.
Translate data into compelling narratives: Analyze platform utilization, network health, and outcomes to produce ROI analyses and insights that inform strategy; deliver QBRs and executive readouts that drive decisions and action.
Orchestrate cross-functional value delivery: Lead initiatives with Product, Community, Operations, Marketing, and Support to resolve issues, unlock adoption, and deliver on success plans without formal people management.
Drive adoption and workflow excellence: Design and implement best-practice workflows and enablement for targeted use cases; run adoption campaigns and measure engagement to expand value across networks.
Forecast revenue with precision: Maintain accurate renewal and expansion pipelines, scenarios, and risk signals in CRM; communicate forecast changes early and often based on budget and procurement intelligence.
Run strategic business reviews: Plan and facilitate data-driven QBRs/EBRs that connect outcomes to investment, revisit goals, and secure executive alignment on next-step initiatives and expansions.
Champion voice of customer and market insights: Continuously gather feedback and competitive intelligence; advocate for needs in product roadmap and contribute to positioning that differentiates Unite Us.
Elevate the CS practice: Mentor peers informally, codify best practices, and lead process improvements and playbook contributions that scale customer impact.
You’re a great fit for this role if:
- 5-7 years of experience managing enterprise-level customer relationships with complex, strategic accounts involving multiple executive stakeholders and long-term success planning.
- At least 5 years of experience in customer success, account management, or directly related work experience preferred
- Demonstrated ability to translate customer goals into strategic success plans, measurable outcomes, and executive-level impact stories.
- Experience designing or supporting complex programs, including developing logic models, success frameworks, or other approaches that connect activities to measurable outcomes and impact.
- Proven ability to serve as the internal executive advocate for customers—mobilizing cross-functional teams, shaping priorities, and driving coordinated action to deliver measurable business outcomes.
- Experience working with government, healthcare, or other mission-driven organizations is strongly preferred.
Our Mission:
Unite Us’ mission is to unlock the potential of every community. Our co-founders started Unite Us in 2013 to serve the people they served with. They witnessed firsthand the barriers and inefficiencies in trying to navigate health and social services, and set out to improve that experience for veterans and their families. Unite Us quickly expanded to serving all people who need connections to care across our country. Through Unite Us’ national network and software, community-based organizations, government agencies, and healthcare organizations are all connected to better collaborate to meet the needs of the individuals in their communities. We drive the collaboration to predict, deliver, and pay for services that impact whole-person health. If you want to do well and do good, join Unite Us.
Environmental Job Requirements and Working Conditions:
- This position is remote, U.S. based. Candidates must live in Nebraska to be considered.
- This position may require 30% travel
- The target base pay range for this role is: $110,000-$120,000. This role is eligible for variable compensation. This salary range represents our target hiring range for this role. The proposed salary will be dependent on the candidate’s skills, experience, and competencies, as well as location.
- All team members will be required to pass a background check which includes criminal, employment, and education verification
Benefits provided by Unite Us:
Medical, Dental, and Vision
We offer insurance to team members and eligible partners and dependents, including unlimited virtual mental health and acute medical visits.
Wellness
Mental health benefits, such as the Employee Assistance Program (EAP) and wellness platform subscription, are available to all team members.
Flexible Time Off
Take what you need, including volunteer days and mental health days. We also offer 14 paid, company-wide holidays.
Paid Parental Leave
Adoptive parents are included.
Employee Resource Groups
Join our ERGs to connect and engage with colleagues, like Military Veterans
Spending Accounts
We offer tax-advantaged health savings accounts (HSAs), flexible spending accounts (FSAs), and commuter benefits.
401(k) + Employer Match
Enjoy matching, immediate vesting and financial wellness resources
Additional Benefits
Life and AD&D – a company paid benefit, with the option to purchase additional coverage for yourself and your dependents
Disability Coverage
Accident Insurance
Pet Insurance
As part of this work at home job, we will provide you with all the necessary equipment to perform your duties, including a computer, mouse, keyboard as well as other items on our approved list of WFH supplies.
Unite Us is committed to building a diverse team and fostering an inclusive culture, and is proud to be an equal opportunity employer. We embrace and encourage our employees’ differences in race, religion, color, national origin, gender, family status, sexual orientation, gender identity, gender expression, age, veteran status, disability, pregnancy, medical conditions, and other characteristics. If you require assistance in applying for open positions due to a disability please email us at peopleops@uniteus.com to request an accommodation.
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