[Hiring] Customer Onboarding Specialist I @WEX

Role Description

The Customer Onboarding Specialist I focuses primarily on the Micro and Small Fleet segment, where many core onboarding processes are automated. This role manages queues, email journeys, early engagement campaigns, and supports fleet enrollment and activations, ensuring a positive customer experience and early lifecycle success.

• Manage SalesForce queues, customer application process, and declines
• Monitor and nurture early engagement through automation emails and shared inbox correspondence with Sales reps
• Support fleet enrollment and pending activation efforts
• Execute account setup and data validation with high accuracy
• Educate customers on basic program features and functionality during onboarding interactions
• Identify and escalate issues that may impact the customer experience
• Partner with Sales and internal teams to ensure smooth onboarding transitions
• Deliver high-quality customer service while managing onboarding timelines and expectations

Qualifications

• Strong customer service orientation
• Effective verbal and written communication skills
• Attention to detail and accuracy
• Basic problem-solving abilities
• Time management and organizational skills
• Ability to handle customer objections and questions with confidence
• Familiarity with CRM and onboarding tools (Salesforce, Siebel, Genesys)
• Proficiency in Microsoft Office Suite and Google Workspace

Requirements

• 0–2 years of customer service, onboarding, or related experience

Benefits

• Health, dental and vision insurances
• Retirement savings plan
• Paid time off
• Health savings account
• Flexible spending accounts
• Life insurance
• Disability insurance
• Tuition reimbursement
• Commission eligibility for sales positions
• Quarterly or annual bonus eligibility for non-sales roles

Company Description

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package.

Pay Range: $22.00 - $28.50