Financial Product Specialist II – Mid-Market

This is a fully remote position, open to applicants in Pakistan.

📋 Description

• Take charge of assigned Mid-Market customer implementations from the post-sales handover to the launch, ensuring alignment among customer stakeholders, onboarding strategies, and key milestones.

• Assist customers with card setup, activation, and adoption of spending practices.

• Oversee operational and accounting processes necessary for the implementation.

• Track onboarding advancement and established spending objectives.

• Recognize rollout risks and collaborate on account-level strategies to realign implementation efforts.

• Facilitate the resolution of customer issues in partnership with Support, Product, Risk, Underwriting, Finance, and other relevant teams.

• Direct high-impact or intricate escalations through designated channels.

• Keep accurate account documentation and ensure consistent customer follow-up.

• Provide insights from implementations that aid in pilots and process enhancements.

⛳️ Requirements

• A minimum of 3 years in customer-facing roles such as onboarding or implementation, sales, client operations, financial products, or within another intricate product or service domain.

• Proven experience overseeing customer onboarding, rollout, adoption, or recovery strategies for multi-stakeholder accounts, with a focus on measurable customer results.

• Familiarity with customer onboarding, training, and spend-management processes, including card issuance, spend controls, transaction declines, rebates, and reconciliation.

• Capability to collaborate on associated risk, credit, fraud, underwriting, or dispute matters.

• Experience leading live interactions with customers, which includes calls, meetings, and product demonstrations.

• Proficiency in presenting product features and financial processes clearly and succinctly.

• Background as a cross-functional liaison between customers and internal teams.

• Skill in translating customer objectives and feedback into relevant product narratives and coordinated actions.

• Ability to manage the resolution of issues affecting customers.

• Applicants must be authorized to receive and access commodities and technologies regulated under U.S. Export Administration Regulations.

🏝️ Benefits

• Equal opportunity employer dedicated to fostering a diverse and inclusive work environment.

• Some interviews or new-hire training sessions may occur in person at one of Motive’s global locations.