Account Executive

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November 21

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WEX

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Transport • Finance • Fintech

WEX is a global commerce platform specializing in various business solutions to address operational challenges. They provide services in managing and mobilizing fleets with their fuel card systems, offering comprehensive fleet management and analytics. Additionally, they focus on business payments solutions that streamline processes across industries, enhancing efficiency and security. WEX is also involved in employee benefits administration, helping organizations effectively manage health and reimbursement accounts. Their diverse range of services caters to numerous sectors, emphasizing innovation, sustainability, and effective solutions for business growth.

5001 - 10000 employees

Founded 1983

🚗 Transport

💸 Finance

💳 Fintech

💰 $310M Post-IPO Debt on 2020-06

📋 Description

• Serve as the primary post-sale point of contact and strategic advisor for assigned client accounts • Build deep, long-term relationships based on trust, transparency, and shared goals • Develop a comprehensive understanding of each client’s business, KPIs, and growth strategies • Champion client success through regular touchpoints, planning sessions, and business reviews • Take full ownership of account growth and retention, directly contributing to increased ARR for WEX • Identify and close upsell and cross-sell opportunities by aligning WEX capabilities to emerging client needs • Lead the renewal process, ensuring timely execution and clear demonstration of value • Use strategic planning and quarterly business reviews to showcase ROI and build expansion roadmaps • Guide clients through best practices and advanced product features to maximize value • Develop enablement plans that support customer-specific business outcomes • Drive consistent product utilization to ensure adoption and prevent churn • Act as the single point of accountability for issue resolution and client satisfaction • Coordinate with internal teams (Sales, Product, Engineering, Support, etc.) to resolve concerns quickly and completely • Maintain accurate records of client status, activity, and opportunities • Monitor and report on success metrics such as satisfaction, renewal rate, and revenue expansion

🎯 Requirements

• Minimum 3-5 years of Customer Success or Account Executive experience • Bachelor’s degree or equivalent relevant experience • Advanced knowledge of HSA, HRA, FSA, Commuter, COBRA, Retiree Billing, and FMLA Billing preferred • Strong understanding of Savings & Spending and COBRA regulatory requirements • Proven track record of managing client relationships and driving account growth • Experience with renewals, expansions, and achieving retention and revenue targets • Excellent communication, presentation, and relationship-building skills • High accountability mindset—you take ownership, deliver results, and build trust • Ability to work cross-functionally and manage multiple priorities independently • Proficiency in CRM and client engagement platforms (e.g., Salesforce)

🏖️ Benefits

• health, dental and vision insurances • retirement savings plan • paid time off • health savings account • flexible spending accounts • life insurance • disability insurance • tuition reimbursement • and more