About Team / Role
As an Account Executive at WEX, you are the accountable owner of the post-sale client relationship, responsible for delivering value, strengthening partnerships, and ensuring long-term customer success. This role requires extreme ownership—you are responsible for protecting and growing your accounts, minimizing attrition, driving renewals, and ensuring a world-class client experience.
You will serve as the strategic partner and trusted advisor to your clients—deeply understanding their goals, operations, and industry—while aligning WEX’s solutions to help them grow and succeed. Your impact will directly influence account growth and increased annual recurring revenue (ARR) for WEX. Through proactive engagement, strategic planning, and product enablement, you will drive adoption, retention, and long-term loyalty.
Within the small business market you will be crucial in building strong, collaborative relationships, understanding customers business objectives and ensuring they realize significant value from our products and services. This role requires an experienced individual adept at building rapport with diverse stakeholders, analyzing data to identify opportunities for improvement while collaborating effectively with internal teams to deliver impactful customer experiences focused on their success. Within the small-market team you will balance strategic customer engagements while utilizing one-to-many digital engagements driving education and product awareness across many customers.
How You'll Make an Impact
Strategic Client Partnership & Ownership
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
Account Growth & Revenue Impact
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
Product Enablement & Adoption
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
Service Ownership & Escalation Leadership
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
Communication & Advocacy
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
Operational Execution & Reporting
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
Experience You'll Bring
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)
Skills Required
- 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
- Strong understanding of Savings & Spending and COBRA regulatory requirements
- Experience with renewals, expansions, and achieving retention and revenue targets
- Proficiency in CRM and client engagement platforms (e.g., Salesforce)
WEX Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about WEX Inc. and has not been reviewed or approved by WEX Inc..
-
Leave & Time Off Breadth — Leave offerings are portrayed as a standout, with generous PTO and additional paid time for volunteering. Time-off flexibility is also positioned as a meaningful part of the overall rewards experience.
-
Retirement Support — Retirement benefits are presented as strong, including a 401(k) match that is described as competitive. This element appears to materially strengthen the total rewards package even when cash compensation feels less compelling.
-
Strong & Reliable Incentives — Variable compensation is sometimes framed positively through bonuses and uncapped earning potential in sales-oriented roles. Stock options are also cited as an additional reward component that can improve perceived total compensation.
WEX Inc. Insights
What We Do
We simplify complex payment systems for fleets, corporate payments, and healthcare—unlocking insights, opportunities, and efficiencies to give you greater control of your business. Powered by the belief that complex payment systems can be made simple, WEX (NYSE: WEX) is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare. WEX operates in more than 10 countries and in more than 20 currencies through approximately 4,900 associates around the world. WEX fleet cards offer approximately 14 million vehicles exceptional payment security and control; our travel and corporate solutions business processes over $35 billion of purchase volume annually; and the WEX Health financial technology platform helps 343,000 employers and more than 28 million consumers better manage healthcare expenses.









