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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in high-volume outbound sales and account management, with a strong focus on customer retention and relationship building. Proficient in using CRM tools for accurate documentation and tracking, while effectively diagnosing customer needs and driving value-based conversations.
Highest-signal resume keywords
High-Volume Outbound SalesCustomer RetentionCRM DocumentationActive ListeningObjection Handling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementSales StrategyPipeline TrackingValue PropositionCross-SellingRoot-Cause DiagnosisCustom Counter-PricingRisk Signal IdentificationCustomer Experience ManagementGoal-Driven Mindset
Soft Skills
Clear CommunicationProfessionalismCoaching OpennessContinuous ImprovementEngagement with Decision-Makers
Tools & Technologies
SalesforceSalesloftCRM PlatformsEngagement Tools
Industry Keywords
Fleet ServicesPaymentsFintechSubscription B2B Services
About the role
Key responsibilities & impact- Work an assigned daily outreach queue, prioritizing high-risk accounts and running outreach sequences consistently
- Conduct outbound calls to at-risk fleet account owners
- Diagnose root-cause concerns, declining usage, service friction, fee sensitivity, competitive pressure, and other risk drivers
- Explain the full value of WEX solutions and address objections to rebuild customer commitment
- Lead tailored account adjustments and secure saves during customer conversations
- Recognize scenarios requiring custom counter-pricing, document details, and escalate to the Value Desk
- Identify cross-sell and expansion opportunities and pass qualified referrals to growth partners
- Log every call, interaction outcome, risk signal, and status update accurately in CRM and engagement tools
- Participate in 1-on-1 coaching, call reviews, and team playbook sessions
- Own the customer experience and ensure customers feel heard, respected, and supported
- Report to the Team Leader, Client Advisors, and collaborate with Account Management, Pricing, and Customer Success partners
Requirements
What you’ll need- 1–3+ years of experience in high-volume outbound sales, retention, account management, or customer success
- Proven ability to handle objections, engage decision-makers, and lead conversations with value
- Active listening skills to diagnose customer friction points and risk factors quickly
- Strong operational discipline with clean pipeline tracking and consistent, accurate CRM documentation
- Clear, confident, and professional phone and written communication skills
- Goal-driven mindset with a commitment to meeting activity standards and save targets
- Continuous improvement attitude and openness to call reviews, coaching, and testing new approaches
- Background in fleet, payments, fintech, or subscription B2B services
- Experience using Salesforce, Salesloft, or similar CRM and engagement platforms
- Experience operating in a fast-paced, scaling team environment
Benefits
Comp & perks- Commission eligibility for most sales positions under the terms of 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
