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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in territory sales strategy, relationship management, and consultative selling within the B2B and SaaS sectors. Proven ability to achieve sales goals while maintaining a strong network of broker and consultant relationships.
Highest-signal resume keywords
Territory Sales StrategyRelationship ManagementConsultative SellingSalesforce ProficiencyB2B Sales Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales StrategyNegotiation SkillsPipeline DevelopmentMarket Trend AnalysisRFP GenerationProduct DemonstrationSales Goal AchievementOpportunity ForecastingConsultative SellingClosing Skills
Soft Skills
Communication SkillsNetworking SkillsOrganizational SkillsRelationship-Building SkillsPresentation Skills
Tools & Technologies
SalesforceCRM PlatformsBusiness Technology
Industry Keywords
B2BSaaSHealthcare TechnologyEmployee BenefitsHealth & BenefitsFinancial ServicesBroker RelationshipsConsultant Relationships
About the role
Key responsibilities & impact- Drive new business growth and expand existing relationships across an assigned geographic territory
- Manage relationships with brokers, consultants, referral partners, employers, and internal WEX stakeholders
- Execute a comprehensive territory sales strategy and achieve annual revenue and new business goals
- Develop and maintain a qualified opportunity pipeline through prospecting, networking, referrals, and existing relationships
- Identify and pursue high-value growth opportunities and increase WEX market share
- Monitor market trends and competitive activity
- Establish trusted-advisor relationships and generate RFPs and new business opportunities
- Schedule and conduct meetings with new and existing relationships to generate opportunities and advance sales cycles
- Lead finalist presentations and communicate WEX’s value proposition
- Deliver product demonstrations, presentations, and training
- Apply consultative selling, negotiation, and closing skills
- Maintain accurate Salesforce activity, opportunity, pipeline, and forecasting information
- Maintain a field presence for at least three of five working days per week
- Independently manage territory travel, including scheduling, transportation, lodging, and meeting coordination
- Collaborate with clients, partners, and WEX colleagues while supporting a high-performance culture
- Adhere to WEX security, compliance, privacy, and company policies
Requirements
What you’ll need- 3+ years of sales experience, preferably in B2B, SaaS, benefits, healthcare, financial services, or a related industry
- Proven track record of achieving or exceeding sales goals
- Demonstrated success developing and managing relationships with brokers, consultants, partners, clients, and/or other business stakeholders
- Strong presentation, negotiation, communication, networking and relationship-building skills
- Ability to independently manage a geographic territory and travel schedule
- Strong organizational skills, with the ability to prioritize multiple opportunities and competing demands
- Proficiency with Salesforce or another CRM platform and standard business technology
- Ability to work effectively in a fast-paced, performance-driven environment
- Experience selling through a broker, consultant, channel, or referral-partner ecosystem
- Experience in Health & Benefits, employee benefits, SaaS, healthcare technology, or related markets
- Established network of broker and consultant relationships within the assigned territory
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
