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Responsibilities
About the Team/Role This is a commercial role. You will own a named book of 150–180 accounts, serving as the primary commercial relationship between WEX and the customer. You will be expected to diagnose account health, hold pricing conversations without flinching, deliver program value before any concession, and manage a portfolio with the discipline of someone who has done it before. The infrastructure — Salesloft cadences, Salesforce health scoring, automated MBR via Rox, POD support — is being built alongside you. The commercial standard we hold this role to:This role is built around a single commercial principle: value before concession, every time. Before any discount, waiver, or LTO enters a conversation, the AM is expected to establish what the customer is already getting from the program and what they are leaving on the table.That means walking into every call knowing the account's discount network utilization rate, rebates, off-network spend vs. preferred sites, and where they sit against peer benchmarks — and being able to put a dollar figure on each gap on the spot. If the AM cannot name two specific value gaps before reaching for a concession, they are not ready for the pricing conversation.How you'll make an impactPortfolio segmentation — every morningReview and segment your book daily into three lanes: At Risk (gallon decline, fee complaint, competitor flag, dormancy), Stable (on cadence, no signal), and Expansion (growth opportunity, product gap). At Risk gets called first, every day without exception. Stable rotates on cadence. Expansion gets a commercial conversation — not a check-in.Named relationship ownership'Introduce yourself to every new account in your first week — who you are, what you cover, how to reach you. Customers know their AM by name and can book time via calendar link. Map and maintain stakeholders (economic buyer, operational contact, decision-makers) in Salesforce. Single-threaded accounts are flagged as elevated churn risk.Program value delivery & card program maximizationLead every retention or pricing conversation by establishing value first: (1) what the customer is already getting — Edge savings, rebates earned, controls preventing out-of-policy spend; (2) what they are leaving on the table — Edge utilization gap, uncollected CPG rebates, off-network spend, peer benchmark shortfall; (3) what closing that gap is worth in dollars, calculated on the spot. Examples: Edge utilization at 62% vs. 85% potential, CPG rebates uncollected last quarter, $X in off-network spend that could route through preferred sites, IFTA hours that can be automated. Only after this sequence does any concession enter the conversation.Competitive defenseKnow competitor information well enough to counter their proposals in real time — pricing model, network strengths, rebate structure, and common pitch angles. Never leave a competitive proposal uncontested. When a customer has received a credible BPS offer and is at active churn risk, escalate immediately to the Saving Desk. This is not a negotiation the AM handles alone.Monthly Business ReviewsAutomated MBR decks are generated monthly by AI with account-specific data — volume trend, savings delivered, Edge gap, peer benchmarking. You review the deck before the call. The conversation is diagnosis and strategy, not data presentation. Every MBR ends with a documented action plan and a confirmed next step in Salesforce.RFIs / RFPsYou are the first point of contact for formal procurement requests within your book and own the coordination of the initial response — pulling in Pricing, Product, and the Saving Desk as needed. Any RFP above standard contract complexity or above your pricing authority escalates to your manager. An unanswered or late RFP is a lost account.Salesforce & Salesloft disciplineLog every meaningful interaction using the #Diagnose / #ActionPlan / #FollowUp protocol — same day, every time. Update account health score [HEALTHY (Green), STABLE (Yellow) CRITICAL (Red)], and account roadmap after every call. Advance all Salesloft cadence steps. Zero overdue tasks X-sell signal recognitionFlag x-sell opportunities within your book — You do not close the x-sell — but you own the pipeline. Referral quota is part of your scorecard: a minimum number of qualified leads passed to Value Desk per quarter, tracked on conversion rate not just volume. Experience you'll bring 5–10 years in B2B sales or account management — you have owned a named portfolio and been held accountable for retention and revenueDemonstrated track record of proactive commercial outreach — not reactive service dressed up as account managementComfortable in pricing conversations — you can calculate a CPG or BPS offer without putting someone on hold and you know how to lead with value before you discountFleet, fuel card, fintech, or payments background preferred — SaaS, telecom, or insurance renewals also transfers wellSalesforce discipline — you log same day, every day, and your pipeline reflects reality not optimismSalesloft or equivalent sequencing tool experience — you know how to work a prioritized cadence across a large bookCompetitive fluency — ability to position against closed-loop and open-loop fleet card alternatives Fleet card or fuel payments experience — competitive awarenessFamiliarity with CPG pricing models, basis points, and fleet card discount structuresExperience building or presenting quarterly business reviews to fleet or operations managersRFP / RFI experience — coordinating cross-functional responses under time pressureYour first 90 days:Weeks 1–4 (Learn)Salesforce setup, Salesloft cadence live, Rox MBR reviewed. Introduction call to every account in your book within 30 days. No commercial pressure — build the map.Weeks 5–8 (Diagnose)First portfolio segmentation completed. At Risk accounts identified and worked. First competitive flags logged. POD handoff protocol established.Weeks 9–12 (Perform)Book running at full cadence. Contact ratio tracked weekly. First saved accounts logged at 90-day mark. Value-before-concession sequence in every pricing call. Zero overdue tasks.Month 4–6 (Scale)Book grows toward 150–180 as POD absorbs operational contacts and AI automation frees capacity. First x-sell referrals to Value Desk. RFP process owned end-to-end.The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more.For more information, check out the "About Us" section.About UsWEX is a global commerce platform that helps businesses solve for operational complexities like employee benefits, managing and mobilizing fleets, and streamlining payments.With over 6,500 employees, we work with large and small companies in more than 200 countries and territories, and can tailor our services to meet the unique needs of their businesses.We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry. Offering comprehensive and market competitive benefits, our offerings are designed to support your personal and professional well-being. If you’re looking for a growing career - come be part of WEX today. To learn more about our employee benefits, please click here.WEX is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status. WEX promotes a drug-free workplace.Qualified individuals with a disability have the right to request a reasonable accommodation. If you require a reasonable accommodation as a result of your disability at any point in the job application process, please submit your request through our Reasonable Accommodation Request Form.
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