Senior Team Lead, Account Executives

3 days ago

Remote, Oregon, United States WEX Health, Inc. Full time

About the Role

The Senior Team Lead is a critical position responsible for leading a team of Account Executives, driving client success, satisfaction, and growth within the team's portfolio. This role oversees strategy, customer engagement, and team performance, playing a key role in strategic decision-making and cross-departmental collaboration.

Key Responsibilities

  • Lead and mentor a team of professionals, fostering a collaborative and results-driven environment, and develop and execute strategies for customer engagement, retention, and growth.
  • Oversee the development and maintenance of strong, long-term relationships with key clients, ensuring the team acts as the primary point of contact for clients, delivering exceptional customer service and support.
  • Act as a senior advocate for clients within WEX, ensuring their needs and feedback are incorporated into product development and service enhancements, and collaborate with cross-functional teams to align client needs with business objectives.
  • Establish processes for tracking key customer success metrics, analyzing performance, and identifying trends or potential issues, and drive strategies for increasing customer retention and identifying opportunities for growth.
  • Guide the team in addressing and resolving any client concerns or challenges, ensuring that internal teams work together for timely resolutions, and serve as the first escalation point for customers, taking ownership of critical issues and providing necessary oversight and direction.

Requirements

  • High school diploma, Bachelor's degree preferred.
  • 5+ years of experience in customer success, account management, or related roles.
  • 2+ years in a leadership role, managing a team.
  • Industry knowledge in Healthcare or Benefits is highly desirable.
  • Leadership & Team Management: Proven ability to lead and develop a high-performing team, experience in setting clear expectations and managing team performance, and provide informal and formal team member coaching and performance management to promote individual and company success.
  • Communication: Exceptional verbal and written communication skills, with the ability to present complex information clearly and persuasively to both clients and internal stakeholders.
  • Strategic Thinking: Ability to think strategically and develop long-term customer success plans, strong analytical skills to assess client data, identify trends, and make informed decisions.
  • Problem-Solving: Advanced problem-solving skills, with the ability to manage and resolve conflicts effectively.
  • Organizational Skills: Excellent organizational and time management skills, with the ability to manage multiple client needs and team demands simultaneously.

What We Offer

WEX's comprehensive and market-competitive benefits are designed to support your personal and professional well-being, including 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.

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