Custom Marketing Manager

WEX Inc. Weatogue , CT

Posted 2 months ago

As a Customer Marketing Manager, you will be responsible for identifying and managing through to completion customized benefits-related communications that help WEX Health employer clients deliver continuous brand experiences for their employees. You will develop and deliver effective materials to educate sales, service, and account management teams across the direct employer service business about Custom Marketing offerings, pricing, and engagement processes. In addition, you will sell clients on the benefits of engaging with Custom Marketing during the pre-sales, onboarding, and ongoing business review timeframes, always working to drive more engagements and revenue. You will manage engagements through to completion, serving as a liaison across account management, marketing, and the print-on-demand vendor to ensure that clients' needs are met. As a driving force for increased client loyalty and existing base revenue growth, you will diligently adhere to and continually refine quality assurance processes, and ensure that accurate billing for any customer marketing projects are completed in a timely manner.

Client Communication and Customization Projects

  • Collaborate directly with clients and/or brokers and consultants to identify and provide solutions for clients' customization needs

  • Engage directly with sales, onboarding and/or client services to assist with requests for any custom Open Enrollment or participant-facing communication requests including outlining specification, providing quotes and proofs, and managing projects through to completion

  • Identify trends in customization requests and propose new service offerings and revenue streams

  • Engage directly with vendors that provide print, mail and promotional fulfillment requests on behalf of WEX

  • Maintain incremental sales awareness, and work to meet/exceed revenue goals

  • Assist as needed with the creation, coordination, project management, and execution of various various customer communications

  • Suggest effective ways to drive awareness, demand, and sales of Custom Marketing services, and meet directly with potential custom marketing clients to close sales and kick-off engagements (in conjunction with account management)

Process Management for Quality and Scale

  • Document and oversee delivery against clients' customization project requirements

  • Provide proofs for iterative and final client approval

  • Implement, record, and maintain client customizations, engaging internal departments as necessary

  • Review and approve admin-level changes to communications that impact both standard and custom communications

  • Stay informed on system and process updates that need to be incorporated into communications as needed

  • Keep up-to-date with plan design and government regulations that govern pre-tax benefits

  • Assist with change management communication as needed

  • Assist with communication content creation and management

  • Assist with readiness initiatives as needed

  • Maintain strong working relationships with internal stakeholders and external vendors to ensure the best possible outcome for our customers

  • Work cooperatively with other Custom Marketing Managers to divide the workload evenly across all requests


  • 3+ years of experience in customer service delivery

  • Understanding of WEX Health employer clients and relationship/service management systems

  • Working knowledge of WEX benefit platform customization capabilities

  • Working knowledge of consumer-directed healthcare benefit plans and associated spending/saving accounts, lifestyle spending account plans, and COBRA

  • Strong communication and relationship skills, including ability to influence managers and team members across service, sales, marketing, account management

  • Ability to represent Custom Marketing offerings to internal teams and employer clients to effectively convey value, increase engagements and revenue, management projects through to completion, and resolve issues that arise

  • Experience managing several multi-faceted client resolutions/projects and proactively updating stakeholders on status and meeting project quality and delivery expectations

  • Technical/computer skills which include fluency with content development, analytics, project management, and digital asset management

  • Ability to be a self starter and work independently

This job may be performed remotely within the United States, except that it is not eligible to be performed in Colorado.

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