Junior Implementation Specialist
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AI Summary
The Implementation Specialist will manage the end-to-end onboarding process for new customers, ensuring they are set up for success on the PEX platform. This includes configuring accounts, documenting workflows, and collaborating with internal teams to remove adoption barriers.
Junior Implementation Specialist
Department: Client Services
Employment Type: Full Time
Location: PEX HQ
Compensation: $60,000 - $65,000 / year
Description
The Implementation Specialist is one of the founding team members in our new Implementation team and will play a key role in accelerating new customers to go live on the PEX platform.
This is a junior, hands-on position focused on execution, learning, and building strong operational foundations. You will work directly with new customers to order cards, configure spend rules, fund accounts, and ensure they are able to start spending quickly and confidently. You will also help shape the future of our onboarding experience by documenting workflows, identifying friction points, and improving how we support customers at scale.
This role will work closely with our Customer Success team to support strategic accounts that require additional implementation and technical coordination. You will help remove adoption barriers, align stakeholders, and ensure complex setups are executed smoothly to drive long term growth and deeper product usage.
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
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