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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving business growth through relationship management and consultative selling within the B2B and SaaS sectors. Proficient in utilizing Salesforce for pipeline management and forecasting while adhering to compliance and security standards.
Highest-signal resume keywords
B2B Sales ExperienceSalesforce ProficiencyConsultative SellingRelationship ManagementNegotiation Skills
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 Strategy DevelopmentPipeline ManagementMarket Trend AnalysisRFP GenerationForecasting
Soft Skills
Strong Communication SkillsNetworking SkillsOrganizational SkillsPresentation SkillsRelationship-Building Skills
Tools & Technologies
SalesforceCRM PlatformsBusiness Technology
Industry Keywords
Health & BenefitsEmployee BenefitsSaaSHealthcare TechnologyFinancial Services
About the role
Key responsibilities & impact- Drive new business growth and expand existing relationships across an assigned geographic territory
- Manage relationships across broker and consultant channels, referral partners, employers, and internal WEX stakeholders
- Own and execute a comprehensive sales strategy to achieve annual revenue and new business goals
- Develop and maintain a pipeline of qualified opportunities 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 to inform territory strategy
- Establish trusted-advisor relationships and generate RFPs and new business opportunities
- Schedule and conduct meetings with new and existing relationships to advance sales cycles
- Lead finalist presentations, product demonstrations, presentations, and partner training
- Apply consultative selling, negotiation, and closing skills
- Maintain accurate Salesforce activity, opportunity, pipeline, and forecasting information
- Spend a minimum of three of five working days per week in the field networking and meeting with clients, consultants, brokers, partners, and prospects
- Independently manage territory travel, including scheduling, transportation, lodging, and meeting coordination
- Collaborate with internal stakeholders and support a high-performance culture
- Adhere to WEX security, compliance, privacy, confidentiality, 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 the 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