Drive sales growth for WEX Expense Management by identifying expansion opportunities within existing customers. Prospect, build pipelines, manage territories, conduct consultative discovery and presentations, maintain Salesforce records, meet sales KPIs, forecast accurately, and close business with finance and operational leaders. The role sells payment processing, virtual card issuing, and expense management solutions while competing against incumbent providers.
About the Team/Role
As an Account Executive for WEX Expense Management, you will play a pivotal role in driving sales and growth for our newest solution: a modern expense management platform. You will be responsible for identifying existing WEX customers who will find value in upgrading to Expense Management, facilitating payment processing for expenses that go far beyond WEX’s current fuel card processing.
We are seeking dynamic, results-oriented sales professionals who are adept at prospecting for qualified leads and identifying opportunities. The ideal candidate is a proactive communicator with exceptional discovery and presentation skills, along with a strong track record in closing sales.
You will lead a consultative software sales process, engaging existing WEX mobility customers to position our integrated payment services, virtual card issuing, and expense management workflows as a comprehensive Financial Operating System. Your success relies on identifying back-office friction, articulating how WEX eliminates manual reconciliation, and converting operational business owners and finance leaders into active platform users.
Travel for this role is minimal.
How you'll make an impact:
In this role, you’ll take on the primary responsibility of identifying and acquiring new business opportunities within the assigned group of existing WEX customers. Key responsibilities include:
- Consistently meet or exceed monthly KPIs (sales activities, pipeline creation, new sales, etc.)
- Develop a strategic plan for territory penetration in collaboration with your sales manager
- Self-generate leads and build a robust pipeline of Expense Management opportunities
- Maintain accurate records in Salesforce
- Demonstrate exceptional discovery and presentation skills
Experience you’ll bring
- Industry knowledge in credit card processing, commercial payments, and/or expense management solutions
- 5+ years of sales experience with a proven track record in client acquisition/expansion and relationship building
- Demonstrated consistent quota performance in a business-to-business sales environment
- Ability to sell against the competition and unseat incumbent solutions
- Strong prospect-channel identification, development, and qualification skills
- High degree of territory management capability, including territory segmentation
- Successful completion of a background investigation
- Bachelor’s Degree preferred
- Comfortable with professional written and verbal communication at all levels from front line to C Level contacts
- Commitment to teamwork within the sales organization
- Strong forecasting and pipeline management skills
- Goal-focused, self-motivated, creative, flexible and adaptable to new situations
- Ability to work with minimal supervision while maintaining focus and productivity to meet deadlines
- Excellent relationship management skills
- Strong time management skills
- AI -- Gemini, ChatGPT or similar
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