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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in partner management and account growth, with a strong focus on relationship-building, strategic planning, and driving product utilization. Proficient in managing renewals and expansions while ensuring partner satisfaction and aligning with business outcomes.
Highest-signal resume keywords
Partner ManagementAccount GrowthRenewals and NegotiationsCRM ProficiencyRegulatory Knowledge
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 ManagementCustomer SuccessStrategic PlanningData AnalysisFinancial Acumen
Soft Skills
Communication SkillsRelationship BuildingProblem-SolvingOrganizational SkillsAccountability
Tools & Technologies
SalesforceClient Engagement Platforms
Industry Keywords
HSAHRAFSACOBRADirect BillingSavings & Spending
About the role
Key responsibilities & impact- Serve as the primary post-sale point of contact and strategic advisor for assigned partner accounts
- Build deep, long-term relationships based on trust, transparency, and shared goals
- Develop understanding of each partner’s business, KPIs, and growth strategies
- Champion partner 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 partner value
- Use strategic planning and quarterly business reviews to showcase ROI and build expansion roadmaps
- Support and influence deals with partner teams and internal stakeholders
- Guide partners through best practices and advanced product features
- Develop enablement plans supporting partner-specific business outcomes
- Drive product utilization, adoption, and churn prevention
- Own escalations and partner satisfaction
- Coordinate with Product, Tech, Service, Compliance, Legal, and other internal teams to resolve concerns
- Identify friction points and proactively address them with cross-functional teams
- Develop executive- and field-level relationships
- Share product updates, enhancements, and news
- Gather and communicate customer feedback to influence product direction and service improvements
- Represent the partner voice within WEX
- Maintain accurate partner status, activity, and opportunity records
- Monitor and report satisfaction, renewal, and revenue expansion metrics
- Contribute to partner success strategies, playbooks, and best practices
- Maintain internal partner knowledgebase documents
- Perform other duties as assigned to meet business needs
Requirements
What you’ll need- Minimum 5+ years in partner management, account management, customer success, or account management experience
- Bachelor’s degree or equivalent relevant experience
- Deep knowledge of HSA, HRA, FSA, Commuter, COBRA, and Direct Billing preferred
- Strong understanding of Savings & Spending and COBRA regulatory requirements
- Proven track record of managing strategic relationships and driving account growth
- Experience with renewals, negotiations, expansions, and achieving retention and revenue targets
- Excellent communication, presentation, and relationship-building skills
- High accountability mindset and ability to take ownership, deliver results, and build trust
- Ability to work cross-functionally and manage multiple priorities independently
- Proficiency in CRM and client engagement platforms, such as Salesforce
- Strong relationship-building skills with the ability to influence stakeholders at all levels
- Excellent communication, problem-solving, and organizational skills
- Comfort working in a fast-paced, cross-functional environment
- Solid business and financial acumen
- Experience applying artificial intelligence or machine learning tools to support data analysis, modeling, or automation is advantageous
Benefits
Comp & perks- Health, dental, and vision insurances
- Retirement savings plan
- Paid time off
- Health savings account
- Flexible spending accounts
- Life insurance
- Disability insurance
- Tuition reimbursement
- Commission eligibility for most sales positions
- Quarterly or annual bonus eligibility for non-sales roles