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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer SuccessAccount ManagementClient Relationship ManagementContract NegotiationRenewalsAccount GrowthRetention StrategiesRevenue ExpansionStrategic PlanningKPI Monitoring
Soft Skills
CommunicationPresentationRelationship BuildingAccountabilityProblem SolvingProactive ApproachCollaborationTrust BuildingClient SatisfactionAdaptability
Tools & Technologies
CRMSalesforceClient Engagement Platforms
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
HSAHRAFSACOBRARetiree BillingFMLA BillingACAEVSBenefits AdministrationSavings & Spending
About the role
Key responsibilities & impact- 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
- Prevent reactive service by identifying friction points early and proactively addressing them
- Proactively share relevant product updates, enhancements, and news
- Gather and communicate customer feedback to internal stakeholders to influence product direction and service improvements
- Maintain accurate records of client status, activity, and opportunities
- Monitor and report on success metrics such as satisfaction, renewal rate, and revenue expansion
- Continuously contribute to the evolution of customer success strategies, playbooks, and best practices
Requirements
What you’ll need- Minimum 5-10 years of Customer Success or Account Executive experience
- Bachelor’s degree or equivalent relevant experience
- Deep knowledge of HSA, HRA, FSA, Commuter, COBRA, Retiree Billing, FMLA Billing, ACA, EVS and Benefits Administration preferred
- Strong understanding of Savings & Spending, COBRA and ACA regulatory requirements
- Proven track record of managing strategic client relationships and driving account growth
- Experience with renewals, expansions, and achieving retention and revenue targets
- Exceptional executive presence, communication, presentation, and relationship-building skills
- Strong contract negotiation skills
- Sales experience preferred
- 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
