About the 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 Enterprise Market you will champion the success of our most strategic and significant Enterprise Customers, removing complexity while meeting the customers business goals and ensuring maximum strategic value from our products and services. This role requires a seasoned and highly customer-centric individual adept at navigating complex organization structures, influencing key stakeholders, analyzing sophisticated data to identify strategic opportunities and collaborating effectively with cross-functional teams to deliver exceptional, tailored customer experiences.
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 5-7+ years of Customer Success or Account Executive experience
Bachelor’s degree or equivalent relevant experience
Deep knowledge of HSA, HRA, FSA, Commuter, COBRA, Retiree Billing, FMLA Billing, ACA, EVS and Benefits Administration preferred
Strong understanding of Savings & Spending, COBRA and ACA regulatory requirements
Proven track record of managing strategic client relationships and driving account growth
Experience with renewals, expansions, and achieving retention and revenue targets
Exceptional executive presence, communication, presentation, and relationship-building skills
Strong contract negotiation skills
Sales experience preferred
Ability to synthesize data, develop insights and delight customers with data driven metrics
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)
Top Skills
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.
