Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main post-sale contact and strategic consultant for designated client accounts

• Establish strong, long-lasting relationships founded on trust, transparency, and mutual objectives

• Gain a thorough understanding of each client’s business model, key performance indicators (KPIs), and expansion strategies

• Advocate for client success through regular interactions, strategic planning sessions, and comprehensive business reviews

• Take complete responsibility for account growth and retention, directly impacting the increase of annual recurring revenue (ARR) for WEX

• Identify and secure upsell and cross-sell opportunities by aligning WEX offerings with evolving client needs

• Oversee the renewal process, ensuring prompt execution and clear demonstration of value

• Utilize strategic planning and quarterly business reviews to highlight ROI and develop expansion strategies

• Guide clients through best practices and advanced product features to maximize their value

• Create enablement plans that align with customer-specific business outcomes

• Promote consistent product usage to ensure adoption and mitigate churn

• Serve as the single point of accountability for issue resolution and client satisfaction

• Collaborate with internal teams (Sales, Product, Engineering, Support, etc.) to address concerns swiftly and thoroughly

• Proactively share relevant product updates, enhancements, and news

• Collect and relay customer feedback to internal stakeholders to shape product direction and enhance services

• Keep precise records of client status, activities, and opportunities

• Monitor and report on success metrics such as client satisfaction, renewal rates, and revenue growth

• Continuously contribute to the development of customer success strategies, playbooks, and best practices

⛳️ Requirements

• A minimum of 3-5 years of experience in Customer Success or as an Account Executive

• Bachelor’s degree or equivalent relevant experience

• Preferred advanced knowledge of HSA, HRA, FSA, Commuter, COBRA, Retiree Billing, and FMLA Billing

• Strong comprehension of Savings & Spending and COBRA regulatory requirements

• Proven history of managing client relationships and fostering account growth

• Experience with renewals, expansions, and meeting retention and revenue targets

• Exceptional communication, presentation, and relationship-building abilities

• High accountability mindset—demonstrating ownership, delivering results, and fostering trust

• Ability to work cross-functionally and independently manage multiple priorities

• Proficient 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