Senior Product Manager, Customer Onboarding, Credit Applications
WEX
full-time
Posted on:
Location Type: Remote
Location: Maine • United States
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Salary
💰 $125,300 - $154,100 per year
Job Level
About the role
- Own and optimize the end-to-end onboarding journey (UI/UX, field placement, page flows, error handling) for corporate payments
- Partner closely with sales teams to improve the customer onboarding experience and increase conversion rates
- Translate business needs and sales feedback into clear technical requirements for engineering teams
- Drive improvements in automated decisioning to reduce manual review cases
- Manage Salesforce-driven workflows and ensure application data is accessible and actionable for sales teams
- Lead credit portfolio initiatives, including adjudication workflows and credit line reassessment using internal and external data sources
- Design and implement process automation solutions, including Salesforce-based routing and decision logic
- Identify and implement AI-driven opportunities for process optimization and smarter decisioning
- Collaborate cross-functionally with risk, compliance, engineering, and operations teams
- Monitor and improve key metrics related to onboarding, conversion, and customer lifecycle performance
Requirements
- 5+ years experience in product management or owning end-to-end product/process initiatives
- Minimum 2+ years of hands-on experience with Salesforce, including process automation and workflow configuration
- Experience working closely with sales teams or sales-support functions
- Strong background in financial services, banking, or credit onboarding environments
- Experience gathering requirements, managing UAT, and delivering technical solutions
- Ability to translate business needs into technical requirements and collaborate effectively with engineering teams
- Strong stakeholder management and relationship-building skills
- Excellent communication skills across technical and non-technical audiences
- Ability to operate autonomously and manage competing priorities
Benefits
- health, dental and vision insurances
- retirement savings plan
- paid time off
- health savings account
- flexible spending accounts
- life insurance
- disability insurance
- tuition reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
process automationworkflow configurationtechnical requirements gatheringUAT managementAI-driven process optimizationcredit line reassessmentadjudication workflowsdata analysisUI/UX designerror handling
Soft Skills
stakeholder managementrelationship buildingcommunicationcollaborationautonomyprioritizationcustomer experience improvementconversion rate optimizationcross-functional teamworkfeedback translation