Remote Account Services Lead - Partner Success

WEX Inc.

Northern (KY)

Remote

USD 56,000 - 67,000

Full time

8 days ago
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Job summary

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.

Qualifications

  • 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.

Responsibilities

  • 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.

Skills

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

Education

Bachelor’s degree

Tools

Salesforce
Business Objects
Reporting tools
AI tools

Job description

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.

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