Partner Account Executive

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

You will serve as the strategic partner and trusted advisor to your partners—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.

• 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 a comprehensive understanding of each partner’s business, KPIs, and growth strategies
• Champion partner 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 partner 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 partners through best practices and advanced product features to maximize value
• Develop enablement plans that support partner-specific business outcomes
• Drive consistent product utilization to ensure adoption and prevent churn

🔹 Service Ownership & Escalation Leadership

• Act as an escalation point of accountability for issue resolution and partner satisfaction
• Coordinate with internal teams (Product, Tech, Service, Compliance, Legal, etc.) to resolve concerns quickly and completely
• Prevent reactive service by identifying friction points early and proactively with cross functional teams to 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 partner within WEX

• Maintain accurate records of partner status, activity, and opportunities
• Monitor and report on success metrics such as satisfaction, renewal rate, and revenue expansion
• Continuously contribute to the evolution of partner success strategies, playbooks, and best practices
• Performs other duties as assigned to meet business needs
  
  

• Minimum 5 years of 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—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)
  

Originally posted on Himalayas