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Wex

B2B platform for benefits, fleets, payments

Manager – Client Services - Benefits Administration Outsourcing

Customer SuccessConfirmed live in the last 24 hours
Full-timeRemote in USA$92.4k - $116.1kRemote

About the Job

Requirements

  • Minimum 3 years of experience in a leadership or management role within client service, account management, or service delivery.
  • Minimum 7 years of overall experience in the healthcare industry, including benefits administration, with a proven track record of managing mid-market and enterprise-level client relationships and delivering exceptional service.
  • Bachelor's degree or equivalent relevant experience.
  • Excellent verbal and written communication skills, capable of engaging effectively with technical and business audiences at various levels.
  • Demonstrated ability to deeply understand complex client business needs and translate them into strategic service plans and team initiatives.
  • Strong problem-solving and analytical skills, with a focus on root cause resolution, process improvement, and data-driven decision making.
  • Proven experience coordinating and leading cross-functional teams to drive results and maintain seamless client delivery.
  • Highly accountable and proactive, taking initiative, empowering the team, following through, leading by example, and ensuring nothing gets dropped.

Responsibilities

  • Lead, mentor, and coach a team of Client Service Managers/Associates, fostering a culture of high performance, accountability, and continuous improvement.
  • Set clear performance expectations, provide regular feedback, and support the professional growth and development of individual team members.
  • Oversee workload distribution and resource allocation within the team to ensure optimal client coverage and service delivery.
  • Facilitate knowledge sharing and best practices among the team to enhance service capabilities and problem-solving skills.
  • Oversee the planning, direction, and execution of all support and service activities for the team's assigned client portfolio, ensuring delivery meets program and performance standards.
  • Guide the team in taking full accountability for client success, acting as a central point of escalation and strategic partner for their respective accounts.
  • Ensure the team develops a deep understanding of each client's business, product usage, and service needs to proactively drive value and anticipate future requirements.
  • Participate in strategic client meetings and business reviews as needed, providing leadership-level support and guidance to the team.
  • Drive initiatives to identify and act on opportunities to reduce client support costs and minimize operational friction through proactive service mechanisms across the client base.
  • Lead the team in effective incident resolution and manage technical escalations, ensuring urgency, transparency, and clear ownership in communication and problem-solving.
  • Collaborate with sales, product, and support leadership to position WEX as a valuable, reliable partner and support upsell, cross-sell, and renewal opportunities.
  • Monitor overall client satisfaction across the team's portfolio and establish mechanisms to identify and resolve concerns before they impact relationships or revenue.
  • Analyze aggregated support performance data and metrics to identify systemic patterns, root causes, and areas for strategic improvement across service delivery.
  • Ensure accurate and consistent maintenance of service activities, communications, and account health metrics by the team.
  • Oversee financial tracking and reporting, conduct invoice reviews for accuracy and compliance, and maintain accountability for identifying, documenting, and capturing out-of-scope work.
  • Contribute to the development and evolution of best practices, playbooks, and processes in account service management and client delivery.
  • Own and/or participate in team-specific initiatives and company-wide workstreams.
  • Lead delivery of administrative services for a limited number of client accounts, including completing project deliverables on time or proactively communicating when deadlines are at risk.
  • Use in-depth professional knowledge, acumen, concepts, and company objectives to develop and resolve complex models and procedures.
  • Apply problem-solving skills and innovative, effective solutions to complex issues.
  • Understand how disciplines within WEX interrelate and contribute to overall objectives.
  • Consult with clients on issues, system functionality, best practices, industry standards, legislative changes, and other service-delivery functions.
  • Ensure tasks are documented according to internal guidelines and updated proactively in internal tracking tools to meet deliverable dates; escalate at-risk deliverables to clients or leadership.
  • Collaborate across internal teams to facilitate issue review and solution identification, resolve problems, and deliver client results.
  • Use root cause analysis tools to evaluate escalated issues and share information with leadership and peers when a global issue affects other clients.
  • Review and evaluate client work orders, estimate effort and cross-functional tasks, document scope, assumptions, and fees, obtain internal reviews before sending for client approval, and confirm client delivery and signature.
  • Monitor and track out-of-scope, ACA, and Annual Enrollment revenue against budget.
  • Manage capacity and resource assignments, including interviews and performance evaluations.
  • Coordinate with the call center to ensure its tools are updated and training is coordinated and delivered ahead of client service-delivery changes.
  • Identify training opportunities and suggest process improvements to streamline ongoing delivery.
  • Perform additional assigned duties that arise while supporting clients in delivering administrative services.

About the Company

Wex

B2B platform for benefits, fleets, payments

WEX is a B2B platform that helps other companies manage core operations. It offers three main areas: employee benefits (health savings accounts, flexible spending accounts), fleet management (fuel cards, telematics), and business payments (automation of payments). It earns revenue through a mix of subscription fees, transaction fees, and service charges, and differentiates itself by providing an integrated end-to-end suite across three distinct B2B domains. Its goal is to reduce operating costs and improve efficiency for businesses, while supporting corporate social responsibility and a diverse, inclusive workplace.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Portland, OR
Founded
1983

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