WEX · 2 hours ago
Senior Account Executive
WEX Health is a company focused on delivering value and ensuring long-term customer success. The Senior Account Executive is responsible for managing post-sale client relationships, driving account growth, and ensuring a world-class client experience through strategic partnerships and product enablement.
Financial ServicesFinTechPaymentsSoftware
Responsibilities
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
Qualification
Required
Minimum 5-7+ years of Customer Success or Account Executive experience
Bachelor's degree or equivalent relevant experience
Strong understanding of Savings & Spending, COBRA and ACA regulatory requirements
Proven track record of managing strategic client relationships and driving account growth
Experience with renewals, expansions, and achieving retention and revenue targets
Exceptional executive presence, communication, presentation, and relationship-building skills
Strong contract negotiation skills
Ability to synthesize data, develop insights and delight customers with data driven metrics
High accountability mindset—you take ownership, deliver results, and build trust
Ability to work cross-functionally and manage multiple priorities independently
Proficiency in CRM and client engagement platforms (e.g., Salesforce)
Preferred
Deep knowledge of HSA, HRA, FSA, Commuter, COBRA, Retiree Billing, FMLA Billing, ACA, EVS and Benefits Administration
Sales experience
Benefits
Health, dental and vision insurances
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement
Company
WEX
Wex is a financial technology service provider for fleet, travel and healthcare industries.
H1B Sponsorship
WEX has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (10)
2023 (12)
2022 (20)
2021 (14)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
$900MKey Investors
Warburg Pincus
2025-02-25Post Ipo Debt· $500M
2020-06-30Post Ipo Equity· $90M
2020-06-30Post Ipo Debt· $310M
Recent News
Morningstar.com
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase