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About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- health, dental and vision insurances
- retirement savings plan
- paid time off
- health savings account
- flexible spending accounts
- life insurance
- disability insurance
- tuition reimbursement
ATS Keywords
✓ Tailor your resumeApplicant 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
