About The Position

The Customer Onboarding Specialist I focuses primarily on the Micro and Small Fleet segment, where many core onboarding processes are automated. The role manages queues, email journeys, early engagement campaigns, and supports fleet enrollment and activations to ensure a positive customer experience and early lifecycle success. The specialist manages customer applications and account setup, validates data, educates customers on basic program features, and identifies issues that may affect the customer experience. The role partners with Sales and internal teams to ensure smooth onboarding transitions while delivering quality customer service and managing onboarding timelines and expectations. The listed base pay range is $22.00–$28.50. WEX benefits include health, dental, and vision insurance; a retirement savings plan; paid time off; health savings and flexible spending accounts; life and disability insurance; tuition reimbursement; and more. Non-sales roles are typically eligible for a quarterly or annual bonus based on role and applicable plan.

Requirements

  • 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, including Salesforce, Siebel, and Genesys.
  • Proficiency in Microsoft Office Suite and Google Workspace.
  • 0–2 years of customer service, onboarding, or related experience.

Responsibilities

  • Manage Salesforce queues, customer applications, and declines.
  • Monitor and nurture early engagement through automated email campaigns and shared inbox correspondence with Sales representatives.
  • 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 affect 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.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Retirement savings plan
  • Paid time off
  • Health savings account
  • Flexible spending accounts
  • Life insurance
  • Disability insurance
  • Tuition reimbursement
  • Quarterly or annual bonus eligibility for non-sales roles, based on role and applicable plan
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