Conduct high-volume outbound outreach to at-risk fleet accounts, diagnose churn risks, address objections, and secure customer retention. Document interactions accurately in CRM systems, escalate complex cases, identify cross-sell opportunities, and provide qualified referrals. Participate in coaching and call reviews while meeting activity, save, data quality, escalation, referral, and customer satisfaction targets.
How you'll make an impact
- Daily Outreach & Queue Execution: Work your assigned daily outreach queue with discipline — prioritizing high-risk accounts, running outreach sequences consistently, and ensuring no account is left untouched without clear documentation. Set the standard for consistent, high-energy outbound engagement.
- Proactive Customer Engagement & Value Delivery: Conduct outbound calls to at-risk fleet account owners. Actively listen to diagnose root-cause concerns, explain the full value of WEX solutions, and address objections to rebuild customer commitment before disengagement occurs.
- Risk Diagnosis & Save Execution: Identify key risk drivers early in conversations (e.g., declining vehicle activity, fee sensitivity, competitive proposals). Lead with value and tailored account adjustments to secure saves directly during the conversation.
- Escalation Management & Value Desk Partnership: Recognize when a customer scenario exceeds standard advisor parameters (such as explicit intent to cancel requiring custom counter-pricing). Document key details quickly and escalate cleanly to the Value Desk for rapid resolution.
- Cross-Sell & Expansion Signal Identification: Recognize expansion and cross-sell opportunities during retention discussions. Qualify customer needs for complementary products or services and pass clean, actionable referrals to growth partners.
- Data Quality & CRM Compliance: Log every call, interaction outcome, risk signal, and status update accurately and promptly in the CRM and engagement tools. Maintaining clean data is critical to enabling analytics and refining overall retention strategies.
- Coaching & Continuous Development: Participate actively in regular 1-on-1 coaching, call reviews, and team playbook sessions. Apply real-time feedback to continuously improve outbound conversation skills and retention performance.
- Customer Satisfaction & Experience: Own the customer experience on every interaction. Ensure every customer feels heard, respected, and supported, leaving a positive impression regardless of whether the account is retained immediately
- Activity Levels: Sustained, high-volume daily outbound calls and sequence execution across assigned queues.
- Contact & Conversation Rates: High rate of meaningful conversations with primary fleet account decision-makers.
- Account Saves: Consistently meeting or exceeding targets for retained accounts and preserved revenue.
- Data Quality & Compliance: Timely, accurate, and complete call logging and status updates in CRM without gaps.
- Escalation Quality: Escalations are documented thoroughly, timely, and routed correctly to the Value Desk.
- Cross-Sell Referral Quality: Well-qualified expansion referrals that translate into high conversion rates.
- Customer Satisfaction: Consistently strong customer feedback and satisfaction signals during calls.
Tools You Will Use Every Day
- CRM Platform: Daily queue management, account risk tracking, interaction logging, and pipeline visibility.
- Sales Engagement Platform: Outreach sequencing, dialer execution, call activity tracking, and workflow efficiency.
- Call Monitoring / Coaching Tools: Live call recording, feedback review, and playbook reference.
Experience you'll bring
- Must be fluent in French
- 1–3+ years of experience in high-volume outbound sales, retention, account management, or customer success.
- Proven ability to handle objections, engage decision-makers, and lead conversations with value.
- Active listening skills to diagnose customer friction points and risk factors quickly.
- Strong operational discipline — clean pipeline tracking and consistent, accurate CRM documentation.
- Clear, confident, and professional phone and written communication skills.
- Goal-driven mindset with a commitment to meeting activity standards and save targets.
- Continuous improvement attitude — open to call reviews, coaching, and testing new approaches.
Nice to Have
- Background in fleet, payments, fintech, or subscription B2B services.
- Experience using Salesforce, Salesloft, or similar CRM and engagement platforms.
- Experience operating in a fast-paced, scaling team environment.
This Role Is Not For You If:
- You prefer waiting for inbound customer support inquiries rather than driving proactive outbound calls.
- You view CRM data logging and activity tracking as optional busywork.
- You are uncomfortable having direct conversations about pricing, service concerns, or competitive offers.
What WEX Offers
What You Get
- Real ownership over account retention outcomes and client relationships
- Dedicated 1-on-1 coaching and continuous professional skill development
- Competitive compensation package with base salary plus variable performance incentives
- Direct exposure and career path opportunities within Retention & Customer Success
Why This Role Matters
- You are the frontline contact for customers who otherwise receive no proactive outreach
- Your daily conversations directly protect company revenue and prevent churn
- You help shape the habits, playbooks, and foundation of a fast-growing function
- You serve as the voice of WEX during pivotal moments in the customer lifecycle
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.Pay Range: $17.10 - $23.00
Similar Jobs
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate Property and Casualty coverages, and convert prospects into policyholders. The role includes paid licensing and sales training, customer communication, lead conversion, and remote work using provided equipment. Employees must work a weekday and weekend schedule, maintain a professional home workspace, and meet high-speed wired internet requirements.
Top Skills:
Cable InternetDslFiber InternetPcWired High-Speed Internet
Digital Media • Gaming • Information Technology • Software • Sports • Esports • Big Data Analytics
Leads the architecture and evolution of DraftKings’ machine learning platform, including real-time data pipelines, lakehouse governance, distributed data systems, and scalable ML serving infrastructure. Establishes engineering standards, drives complex initiatives, oversees reliability and cloud cost optimization, and partners across engineering and data teams. The role also mentors engineers, advances automation, supports incident response, and applies AI-assisted development practices.
Top Skills:
Apache IcebergAWSCloud NetworkingDatabricksDelta LakeDistributed Data SystemsIdentity ManagementInfrastructure As CodeKafkaLakehouse PlatformsMachine Learning Serving InfrastructureReal-Time Data PipelinesSnowflakeSpark Structured StreamingTerraform
Fintech • Insurance • Financial Services
Provides financial planning consulting, coaching, training, and software support to Northwestern Mutual advisors and field leaders. Builds and presents financial plans, improves adoption of planning tools and processes, supports sales-cycle effectiveness, leads group events, and collaborates with regional leadership. The role requires strong financial services expertise, consulting ability, relationship-building skills, and approximately 20% regional travel.
Top Skills:
Client Account Aggregation ToolsCRMDigital FactfinderNorthwestern Mutual Planning Software
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute



