Account Executive

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

📋 Description

• Act as the main point of contact after the sale and serve as a strategic advisor for designated client accounts.

• Establish profound, lasting relationships founded on trust, transparency, and mutual objectives.

• Gain a comprehensive understanding of each client's business, key performance indicators (KPIs), and growth strategies.

• Advocate for client success through consistent interactions, planning sessions, and business reviews.

• Take ownership of account growth and retention, aiding in the increase of Annual Recurring Revenue (ARR) for WEX.

• Recognize and secure upsell and cross-sell opportunities.

• Oversee the renewal process and illustrate client value.

• Employ strategic planning and quarterly business reviews to demonstrate return on investment (ROI) and develop expansion roadmaps.

• Guide clients in utilizing best practices and advanced product features.

• Create enablement plans tailored to support specific business outcomes for customers.

• Promote product usage, adoption, and prevention of churn.

• Serve as the single point of accountability for resolving issues and ensuring client satisfaction.

• Collaborate with Sales, Product, Engineering, Support, and other internal teams.

• Anticipate and address client friction points proactively.

• Share updates on product enhancements and news.

• Collect and relay customer feedback to drive improvements in products and services.

• Represent the voice of the customer within WEX.

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

• Track and report on satisfaction, renewal rates, and metrics for revenue expansion.

• 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 understanding of Savings & Spending and COBRA regulatory requirements.

• Demonstrated success in managing client relationships and driving account growth.

• Experience with renewals, expansions, and meeting retention and revenue goals.

• Outstanding communication, presentation, and relationship-building abilities.

• High accountability mindset—you take ownership, achieve results, and foster trust.

• Capability to work across functions and independently manage multiple priorities.

• Proficient in CRM and client engagement platforms (e.g., Salesforce).

🏝️ Benefits

• Commission eligibility for most sales roles under an applicable plan.

• Health insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings plan.

• Paid time off.

• Health savings account.

• Flexible spending accounts.

• Life insurance.

• Disability insurance.

• Tuition reimbursement.