PEX

Junior Implementation Specialist

PEX

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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Salary

💰 $60,000 - $65,000 per year

Job Level

Junior

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer supportonboardingoperationsorganizational skillstime managementattention to detailCRM platformsExcelGoogle Sheetsfintech
Soft Skills
communication skillsoperational disciplinecustomer focused mindsetability to manage multiple prioritiesdesire to help clients succeedability to work effectively in a growing environmentstrong follow through