Teams at WEX Inc.

Processes and posts customer payments, including ACH, wires, and lockbox transactions. Reconciles discrepancies, manages adjustments, write-offs, refunds, and bank account research. Maintains financial controls, monitors inquiries, supports process improvements and automation, trains AR specialists, and partners with quality assurance on documentation. Works Monday through Friday from 10:00 a.m. to 7:00 p.m. ET.

Own post-sale client relationships for small-business accounts, serving as a strategic advisor and driving adoption, retention, renewals, upsells, cross-sells, and ARR growth. Lead business reviews, product enablement, issue resolution, customer advocacy, and success reporting while coordinating cross-functionally with Sales, Product, Engineering, and Support. The role requires expertise in benefits administration products and regulations, strong relationship-building skills, and proficiency with CRM platforms.

Own the strategy, roadmap, discovery, and delivery of embedded payments products and platform capabilities. Partner with engineering on payment APIs, infrastructure, architecture, and Scrum team delivery. Use customer insights and product data to prioritize roadmaps, measure outcomes, modernize payment capabilities, and support partner integrations. Collaborate across product, engineering, analytics, UX, and business teams while considering compliance, risk, fraud, and confidential information.