[Hiring] Junior Implementation Specialist @PEX

Role Description

The Implementation Specialist is one of the founding team members in our new Implementation team and will play a key role in accelerating new customers to go live on the PEX platform. This is a junior, hands-on position focused on execution, learning, and building strong operational foundations.

• Work directly with new customers to order cards, configure spend rules, fund accounts, and ensure they are able to start spending quickly and confidently.
• Help shape the future of our onboarding experience by documenting workflows, identifying friction points, and improving how we support customers at scale.
• Work closely with our Customer Success team to support strategic accounts that require additional implementation and technical coordination.
• Help remove adoption barriers, align stakeholders, and ensure complex setups are executed smoothly to drive long term growth and deeper product usage.

Qualifications

• 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.