Account Manager

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

📋 Description

• Manage a designated portfolio of 150–180 accounts, serving as the main commercial liaison between WEX and its customers.

• Assess account health and categorize the portfolio daily into At Risk, Stable, and Expansion segments.

• Introduce yourself to each new account and maintain stakeholder mapping within Salesforce.

• Facilitate retention and pricing discussions by demonstrating program value prior to making concessions.

• Analyze gaps in discount-network utilization, rebates, off-network expenditures, and peer benchmark deficiencies.

• Keep an eye on competitor proposals and escalate credible churn-risk offers to the Saving Desk.

• Evaluate AI-generated Monthly Business Review presentations and steer diagnosis and strategic discussions.

• Conclude each MBR with a documented action plan and a confirmed next step in Salesforce.

• Act as the primary contact for RFIs and RFPs, coordinating initial cross-functional responses.

• Record significant interactions, update account health and roadmaps, and progress Salesloft cadences.

• Discover cross-sell opportunities and manage a qualified-lead referral pipeline.

• Complete the 90-day ramp-up plan and expand the portfolio to 150–180 accounts.

⛳️ Requirements

• 5–10 years of experience in B2B sales or account management.

• Proven experience managing a named portfolio with accountability for retention and revenue generation.

• Demonstrated experience in proactive commercial outreach.

• Comfortable leading pricing discussions and calculating CPG or BPS offers.

• Preferred background in fleet, fuel card, fintech, or payments; experience in SaaS, telecom, or insurance renewals is also applicable.

• Strong Salesforce discipline with same-day logging of interactions.

• Familiarity with Salesloft or a similar sequencing tool.

• Competitive fluency in positioning against both closed-loop and open-loop fleet card alternatives.

• Experience in fleet card or fuel payments with a strong competitive awareness.

• Knowledge of CPG pricing models, basis points, and fleet card discount structures.

• Experience in constructing or presenting quarterly business reviews to fleet or operations managers.

• RFP/RFI experience in coordinating cross-functional responses under time constraints.

🏝️ Benefits

• Eligibility for commissions as per the applicable plan.

• Health insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• Retirement savings plan.

• Paid time off.

• Health savings account.

• Flexible spending accounts.

• Life insurance coverage.

• Disability insurance coverage.

• Tuition reimbursement.