Junior Implementation Specialist

Key Responsibilities

• Support the end to end onboarding of new customers and help ensure a smooth and timely launch
• Guide customers through platform setup including ordering cards, configuring spend controls, funding accounts, and preparing to transact
• Track onboarding progress, timelines, and outstanding tasks across multiple customer implementations
• Communicate clearly with customers through email, phone, and screen share sessions
• Partner with Sales, Customer Success, Risk, and Support teams to remove obstacles and keep implementations on track
• Become a subject matter expert on the PEX platform and best practices
• Identify patterns, gaps, or recurring issues in onboarding and suggest improvements
• Help document and refine processes, templates, and implementation playbooks
  
  

Skills, Knowledge and Expertise

• 1-3 years of experience in customer support, onboarding, operations, or ability to demonstrate success in a related role
• Strong organizational and time management skills with the ability to manage multiple priorities
• Excellent written and verbal communication skills
• Strong operational discipline with high attention to detail and strong follow through
• Comfortable learning new tools and systems quickly
• Customer focused mindset with a desire to help clients succeed
• Ability to work effectively in a growing and evolving environment
• Experience in fintech, SaaS, or payments
• Familiarity with corporate card programs or expense management tools
• Experience using Salesforce or other CRM platforms
• Experience with monday.com
• Proficiency in Excel and Google Sheets
  
  

Benefits

• Your Health: Full-spectrum medical, dental, and vision coverage.
• Wellness: Classpass & Onepass
• Your Time: Unlimited PTO so you never have to choose between work and life.
• Your Space: 100% remote work flexibility
• Your Future: Competitive 401(k) matching program