Financial Product Specialist II (Mid-Market)
Core
Guide mid-market customers through onboarding and early adoption of Motive Card, a financial product for fleet spend management.
Role type
Mid-market customer implementation specialist (financial products)
Builds
Customer adoption of corporate card spend controls and operational workflows
Domain
Financial technology / Fleet management
Deliverable
product features
Required skills
Customer onboarding, spend management workflows, card issuance, spend controls, transaction reconciliation, cross-functional coordination, stakeholder management, product demos, issue escalation
Preferred skills
Experience with risk, credit, fraud, underwriting, or dispute processes
Technologies
Motive Card platform
Responsibilities
Own assigned customer implementations from post-sales handoff through launch; Guide customers through card setup, activation, and spend adoption; Monitor onboarding progress and identify at-risk rollouts; Coordinate resolution of customer issues with internal partners; Share implementation insights to improve products and processes
