Account Executive

Role Overview

• 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
• Represent the voice of the customer within WEX
• 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

• 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

• health, dental and vision insurances
• retirement savings plan
• paid time off
• health savings account
• flexible spending accounts
• life insurance
• disability insurance
• tuition reimbursement