Implementation Specialist

• 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

Junior Implementation Specialist