Account Executive

WEX

Account Executive managing post-sale client relationships at WEX. Focused on client success, retention, and account growth through strategic partnerships and product enablement.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $58,500 - $70,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, driving account growth, and ensuring customer success through strategic planning and effective communication. Proficient in utilizing CRM platforms to enhance client engagement and monitor success metrics.

Highest-signal resume keywords

Customer Success ManagementAccount Growth StrategyClient Relationship BuildingRenewal Process ManagementCRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClient RetentionUpsellingCross-SellingKPI DevelopmentStrategic PlanningBusiness ReviewsProduct UtilizationIssue ResolutionSuccess Metrics Monitoring

Soft Skills

Excellent CommunicationPresentation SkillsRelationship-BuildingHigh Accountability MindsetCross-Functional Collaboration

Tools & Technologies

SalesforceClient Engagement Platforms

Industry Keywords

HSAHRAFSACOBRARetiree BillingFMLA BillingSavings & SpendingRegulatory Requirements

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
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 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

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