Junior Implementation Specialist

Job not on LinkedIn

🕒 April 4

🗽 New York – Remote

🗽 New York – Remote

💵 $60k - $65k / year

⏰ Full Time

🟢 Junior

🛠️ Implementation Specialist

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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PEX

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2006

💳 Fintech

☁️ SaaS

🤝 B2B

💰 $5M Venture Round - PEX Card on 2024-06

Fintech • SaaS • B2B

PEX is a fintech SaaS company that provides an all-in-one corporate spend management platform for businesses. It issues physical and virtual Visa prepaid and commercial cards, automates expense workflows (receipt capture and AI matching, approvals, reconciling), enforces spend controls and custom policies, and integrates with accounting and ERP systems. PEX serves small to enterprise customers across industries, offering real-time spend visibility, reporting, and cash-back rewards to streamline finance operations.

📋 Description

• 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

🎯 Requirements

• 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