WEX

Account Executive – Small Business

WEX

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $58,500 - $70,800 per year

About the role

  • As an Account Executive at WEX, you will be the accountable owner of the post-sale client relationship, responsible for delivering value, strengthening partnerships, and ensuring long-term customer success.
  • Responsible for protecting and growing your accounts, minimizing attrition, driving renewals, and ensuring a world-class client experience.
  • Serve as the strategic partner and trusted advisor to your clients—deeply understanding their goals, operations, and industry.
  • Create proactive engagement, strategic planning, and product enablement to drive adoption, retention, and long-term loyalty.
  • Actively analyze the "unassigned" account pool to identify high-potential clients for growth and execute outbound strategies to capture upsell and cross-sell opportunities.
  • Manage the end-to-end renewal process for the portfolio, ensuring zero lapse in service and consistent value realization.

Requirements

  • Minimum 3-5 years of Customer Success, Account Executive experience or a background in Marketing in the small market space
  • Bachelor’s degree or equivalent relevant experience
  • Ability to manage 1 to many engagements with clients
  • Familiarity with running marketing email campaigns, and market segmentation
  • Proven experience developing and hosting webinars
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Customer SuccessAccount ExecutiveMarketingMarket SegmentationWebinarsRenewalsAccount GrowthRetentionRevenue TargetsHSA
Soft Skills
CommunicationPresentationRelationship-buildingAccountabilityOwnershipTrust-buildingCross-functional CollaborationPrioritizationClient EngagementStrategic Planning