Account Services Mgr 2

WEX Inc.; Northern (KY); Remoto; USD 56.000 - 67.000; Tempo pieno

Descrizione del lavoro

WEX Inc. is seeking an Account Services Manager 2 to drive partner success as the main liaison between external stakeholders and internal teams.

You will resolve complex operational issues, perform data analysis, and manage cross-functional projects to ensure timely, high-quality service delivery. The role emphasizes leveraging automation and AI tools to improve efficiency, with strong communication and multi-tasking abilities.

Competenze

• Bachelor’s degree required.
• 2–3+ years in an account manager or equivalent service delivery role preferred.
• Excellent communication and relationship-building skills with internal and external stakeholders at all levels.
• Strong analytical skills with data reporting and trend analysis experience.
• Proven project management capabilities leading cross-functional teams and timelines.
• Ability to investigate and resolve complex technical, product, and billing discrepancies.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Flexibility to support clients during major issues and occasional after-hours work.
• Occasional travel may be required.
• Experience with process improvements (Lean, Six Sigma) or interest in AI-driven optimization.
• Familiarity with Salesforce, BA/BO reporting tools, and financial reporting.

Mansioni

• Act as the primary liaison for a portfolio of partners and merchants to maximize relationships.
• Investigate and resolve complex operational issues across product, billing, and reporting.
• Lead cross-functional projects to deliver client initiatives on time and within scope.
• Generate and oversee reports on settlement, tax, and performance metrics; analyze data to identify trends.

Conoscenze

Communication

Relationship-building

Analytical skills

Project management

Cross-functional collaboration

Problem investigation

Time management

Adaptability

Lean Six Sigma

AI basics

Salesforce

Business Objects

Financial reporting

Formazione

Bachelor’s degree

Strumenti

Salesforce

Business Objects

Reporting tools

AI tools

Descrizione del lavoro

## Account Services Mgr 2Apply: US - Remote: Full time: Posted Today: R23076About the Team/Role The Account Service Manager is a critical operational role responsible for ensuring partner and merchant success by serving as the primary liaison between external stakeholders and internal teams. This position drives operational efficiency through expert issue resolution, comprehensive data analysis, and proactive cross-functional project management. This role is expected to drive operational excellence by identifying opportunities to streamline processes, leveraging automation and AI tools where appropriate, and fostering a team environment that is adaptable to change and embraces new ways of working.How you'll make an impactMAXIMIZE RELATIONSHIPS:* Act as the primary liaison for a portfolio of partners and merchants, building trust and rapport to maximize relationships.* Proactively identify the needs of your portfolio and advocate for their interests internally to ensure satisfaction and successful service delivery. ISSUE INVESTIGATION AND RESOLUTION:* Serve as the initial point of contact for partners, investigating and resolving complex operational issues, including technical, product, billing, and reporting discrepancies.* Provide timely and transparent communication to all internal and external stakeholders regarding issue status and resolution. Act as the lead liaison between the client and internal product/technical teams for major incidents. PROJECT MANAGEMENT:* Serve as a project manager for new initiatives and development projects, uniting cross-functional teams to fulfill client needs punctually and within established parameters.* Ensure all project deliverables are completed on time and within the set guidelines. REPORTING & ANALYSIS:* Facilitate the generation and oversight of essential reports, encompassing settlement, tax, and performance metrics.* Key activities include data analysis to discern trends, pinpoint potential issues, and support the growth of your portfolio.OPERATIONAL EXCELLENCE:* Drive operational excellence by identifying and implementing opportunities to streamline processes and workflows.* Proactively seek out and implement methods to leverage automation and AI tools to improve efficiency and scalability.* Foster a team environment that is adaptable to change and embraces innovation and new ways of working.RISK MITIGATION:* Develop and execute proactive risk mitigation strategies to identify, assess, and minimize potential operational, financial, and compliance risks across all partner programs.* This includes close collaboration with Legal, Compliance, and internal Audit teams to ensure program adherence to regulatory standards and WEX internal policies, and providing timely communication of risk exposure and resolution plans to relevant internal and external stakeholders.Experience you'll bring * Bachelor’s degree and/or a minimum of 2-3 years of experience in an account manager or comparable service delivery capacity.* Exceptional communication and relationship-building skills, with the ability to influence and collaborate effectively with both internal and external stakeholders at all levels.* Exceptional analytical skills with demonstrated experience in data reporting, trend analysis, and drawing actionable conclusions from large datasets.* Strong project management capabilities, including leading cross-functional teams and managing project timelines.* Demonstrated ability to investigate and resolve complex technical, product, and billing discrepancies* Ability to work independently, manage multiple priorities, and demonstrate superior time management skills.* Flexibility and adaptability to support clients when major issues arise, including occasional after-hours support if needed.* Occasional travel may be required.* Must successfully pass a background investigation.* Experience with process improvement methodologies (e.g., Lean, Six Sigma) or a strong interest in leveraging automation/AI for business process optimization.* AI -- Basic Knowledge (Gemini, ChatGPT, etc.)* Proficiency with Salesforce, Business Objects, or similar reporting and data analysis tools.* Familiarity with financial reporting, including settlement and tax documentation.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: $55,500.00 - $66,600.00