Serve as the primary post-sale point of accountability and expert advisor for a portfolio of high-complexity enterprise partner accounts
Build and influence deep, long-term relationships with key decision-makers and C-suite stakeholders based on trust and shared strategic goals
Develop and execute comprehensive account plans with clear objectives, strategies, and metrics tailored to enterprise-level KPIs
Champion partner success through advanced strategic planning sessions and high-impact quarterly business reviews
Take full ownership of account growth and retention for high-revenue potential partners, directly driving significant ARR through upsells and cross-sells
Lead high-complexity renewal processes and negotiations involving multiple stakeholders, legal teams, and customized contracts
Identify and implement new solution opportunities by aligning WEX’s enterprise capabilities to emerging partner needs
Proactively identify and mitigate risks to ensure long-term retention and account health
Guide partners through industry best practices and advanced product features to maximize ecosystem value
Develop sophisticated enablement plans that support partner-specific business outcomes and large-scale implementations
Drive consistent product utilization across the partner’s organization to ensure deep-rooted adoption and prevent churn
Act as the single point of accountability for enterprise-level issue resolution and partner satisfaction
Lead cross-functional collaboration with Product, Engineering, Tech, and Legal teams to resolve complex concerns quickly and completely
Identify and eliminate systemic friction points early to transition from reactive service to proactive partnership
Represent the 'voice of the partner' within WEX to influence product direction and service improvements
Provide guidance and mentorship to junior team members, sharing expertise in account management best practices
Maintain accurate, executive-level records of partner status and opportunities within CRM platforms
Requirements
Minimum 10 years of customer success or account management experience
Bachelor’s degree or equivalent relevant experience
Expert knowledge of HSA, HRA, FSA, Commuter, COBRA, and Direct/Retiree Billing preferred
Advanced understanding of Savings & Spending and COBRA regulatory requirements
Proven success in high-stakes negotiations, complex contract management, and exceeding significant revenue targets
High accountability mindset with the ability to operate autonomously and make strategic decisions independently
Proficiency in CRM and client engagement platforms (e.g., Salesforce)