Junior Implementation Specialist
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Job Description
Implementation Specialist assisting new customers with the PEX platform onboarding. Focused on execution, learning, and building strong operational foundations.
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
Requirements:
- 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
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