Financial Product Specialist II (Mid-Market)

📋 Description

• Own assigned Mid-Market customer implementations from post-sales handoff through launch, aligning
• Guide customers through card setup, activation, and spend adoption, coordinating the operational
• Monitor onboarding progress and agreed spend goals, identify at-risk rollouts, and coordinate
• Coordinate resolution of customer issues with Support, Product, Risk, Underwriting, Finance, and
• Maintain clear account records and customer follow-through, and share implementation insights that

🎯 Requirements

• 3+ years of experience in customer-facing roles such as onboarding or implementation, sales, client
• Experience owning customer onboarding, rollout, adoption, or recovery plans for multi-stakeholder
• Working knowledge of customer onboarding, training, and spend-management workflows, including card
• Experience leading live customer conversations- including calls, meetings, and product demos-and
• Experience acting as a cross-functional liaison between customers and internal teams, translating