Account Executive

WEX

. Serve as the primary post-sale point of contact and strategic advisor for assigned client accounts .

Posted 10/27/2026full-timeRemote • United StatesMid-LevelSenior💰 $58,500 - $70,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, driving account growth, and retention through strategic planning and effective communication. Proficient in utilizing CRM platforms to enhance customer engagement and satisfaction while adhering to regulatory requirements.

Highest-signal resume keywords

Customer Success ExperienceAccount Growth ManagementRenewals and Retention StrategiesCRM ProficiencyRegulatory Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Relationship ManagementAccount GrowthRenewals ManagementUpselling and Cross-SellingStrategic PlanningKPI UnderstandingProduct UtilizationChurn PreventionBusiness ReviewsEnablement Planning

Soft Skills

Excellent CommunicationPresentation SkillsRelationship BuildingHigh Accountability MindsetCross-Functional Collaboration

Tools & Technologies

CRM PlatformsSalesforceClient Engagement Platforms

Industry Keywords

HSAHRAFSACOBRARetiree BillingFMLA BillingSavings & SpendingRegulatory Requirements

About the role

Key responsibilities & impact

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
Understand each client’s business, KPIs, and growth strategies
Champion client success through regular touchpoints, planning sessions, and business reviews
Own account growth and retention, contributing to increased ARR for WEX
Identify and close upsell and cross-sell opportunities
Lead the renewal process and demonstrate client value
Use strategic planning and quarterly business reviews to showcase ROI and build expansion roadmaps
Guide clients through best practices and advanced product features
Develop enablement plans supporting customer-specific business outcomes
Drive product utilization, adoption, and churn prevention
Act as the single point of accountability for issue resolution and client satisfaction
Coordinate with Sales, Product, Engineering, Support, and other internal teams
Proactively identify and address client friction points
Share product updates, enhancements, and news
Gather and communicate customer feedback to influence product and service improvements
Represent the voice of the customer within WEX
Maintain accurate records of client status, activity, and opportunities
Monitor and report satisfaction, renewal rate, and revenue expansion metrics
Contribute to customer success strategies, playbooks, and best practices

Requirements

What you’ll need

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

Comp & perks

Commission eligibility for most sales positions under an applicable plan
Health insurance
Dental insurance
Vision insurance
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement