Account Executive

Overview

About the Role/Team: As an Account Executive at WEX, you are the accountable owner of the post-sale client relationship, responsible for delivering value, strengthening partnerships, and ensuring long-term customer success. This role requires extreme ownership—you are responsible for protecting and growing your accounts, minimizing attrition, driving renewals, and ensuring a world-class client experience.

You will serve as the strategic partner and trusted advisor to your clients—deeply understanding their goals, operations, and industry—while aligning WEX's solutions to help them grow and succeed. Your impact will directly influence account growth and increased annual recurring revenue (ARR) for WEX. Through proactive engagement, strategic planning, and product enablement, you will drive adoption, retention, and long-term loyalty.

Within the Mid-market you will be crucial in building strong, collaborative relationships, understanding customers business objectives and ensuring they realize significant value from our products and services. This role requires an experienced individual adept at building rapport with diverse stakeholders, analyzing data to identify opportunities for improvement while collaborating effectively with internal teams to deliver impactful customer experiences focused on their success.

Within the Mid-market team you will balance strategic customer engagements while utilizing one-to-many digital engagements driving education and product awareness across many customers.

• 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

• Develop a comprehensive understanding of each client's business, KPIs, and growth strategies

• Champion client success through regular touchpoints, planning sessions, and business reviews

• Take full ownership of account growth and retention, directly contributing to increased ARR for WEX

• Identify and close upsell and cross-sell opportunities by aligning WEX capabilities to emerging client needs

• Lead the renewal process, ensuring timely execution and clear demonstration of value

• Use strategic planning and quarterly business reviews to showcase ROI and build expansion roadmaps

• Guide clients through best practices and advanced product features to maximize value

• Develop enablement plans that support customer-specific business outcomes

• Drive consistent product utilization to ensure adoption and prevent churn

• Act as the single point of accountability for issue resolution and client satisfaction

• Coordinate with internal teams (Sales, Product, Engineering, Support, etc.) to resolve concerns quickly and completely

• Prevent reactive service by identifying friction points early and proactively addressing them

• Proactively share relevant product updates, enhancements, and news

• Gather and communicate customer feedback to internal stakeholders to influence product direction and service improvements

• Represent the voice of the customer within WEX

• Maintain accurate records of client status, activity, and opportunities

• Monitor and report on success metrics such as satisfaction, renewal rate, and revenue expansion

• Continuously contribute to the evolution of customer success strategies, playbooks, and best practices

• 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…