Financial Product Specialist II (Mid-Market)

Who we are

The company empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a single system. Combined with industry leading AI, the company platform gives you complete visibility and control, and significantly reduces manual workloads by automating and simplifying tasks.

The company serves nearly 100,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector.

Visit gomotive.com to learn more.

About the Role

As a Financial Product Specialist II (Mid-Market), you’ll guide customers through onboarding and early adoption of the company’s financial products, the company Card. You’ll own an assigned portfolio, coordinate implementation from post-sales handoff through launch, and help customers activate cards, configure spend controls and build consistent usage.

You’ll partner with customers and internal teams to resolve routine implementation questions, keep adoption milestones moving, and share feedback that can improve our products and processes. This role is suited to an organized, customer-focused, collaborative specialist who communicates clearly and is curious about financial workflows and spend management. You’ll coordinate with the right partners and route high-impact issues to the appropriate escalation owner. As you build product and customer expertise, you can take on more complex implementations and contribute to pilots and process improvements.

What You’ll Do

• Own assigned Mid-Market customer implementations from post-sales handoff through launch, aligning customer stakeholders, onboarding plans, and milestones.

• Guide customers through card setup, activation, and spend adoption, coordinating the operational and accounting workflows needed for rollout.

• Monitor onboarding progress and agreed spend goals, identify at-risk rollouts, and coordinate account-level actions to get implementation back on track.

• Coordinate resolution of customer issues with Support, Product, Risk, Underwriting, Finance, and other partners; route high-impact or complex escalations through established channels.

• Maintain clear account records and customer follow-through, and share implementation insights that contribute spend and into pilots and process improvements.

What We’re Looking For

• 3+ years of experience in customer-facing roles such as onboarding or implementation, sales, client operations, financial products, or another complex product or service environment.

• Experience owning customer onboarding, rollout, adoption, or recovery plans for multi-stakeholder accounts, with attention to measurable customer outcomes.

• Working knowledge of customer onboarding, training, and spend-management workflows, including card issuance, spend controls, transaction declines, rebates, and reconciliation; ability to partner on related risk, credit, fraud, underwriting, or dispute issues.

• Experience leading live customer conversations- including calls, meetings, and product demos-and presenting product capabilities and financial workflows clearly and concisely

• Experience acting as a cross-functional liaison between customers and internal teams, translating customer goals and feedback into relevant product narratives and aligned actions, and coordinating resolution of customer-impacting issues.

Creating a diverse and inclusive workplace is one of the company's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.

Please review our Candidate Privacy Notice  here .

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The applicant must be authorized to receive and access those commodities and technologies controlled under U.S. Export Administration Regulations.  It is the company's policy to require that employees be authorized to receive access to the company products and technology.

Regarding US-based roles, depending on your role and primary work location, the company Technologies, Inc. (“Employer”) discloses candidates may be required to execute a non-compete covenant with the Employer. This requirement does not apply to lawyers, interns, or employees working in CA, MN, MT, ND, OK, or where otherwise prohibited by law.

Non-compete covenant terms in all other jurisdictions will be subject to the applicable statutory requirements, including but not limited to, procedures, industry related prohibitions, or salary and compensation thresholds.

All job postings are for existing vacancies. Please note; some interviews or new-hire training sessions may be held in person at one of our global offices.