Mid Market Onboarding Specialist-2 "French Speaking"
About The Position
The Customer Onboarding Specialist II manages onboarding for mid-market fleets using a high-touch, consultative approach. The role conducts online customer training, serves as the primary liaison among Sales, WEX Bank, and customers, and monitors account and card activation to ensure adoption. It also identifies value-added services and cross-sell opportunities, builds customer relationships to help prevent attrition, and provides proactive follow-up for up to four months after onboarding. The specialist assists with problem resolution and escalations, supports audits, reporting, and process documentation, and may guide Level I team members. The role also serves as an internal voice of the customer, providing feedback to product, sales, and support teams to improve the customer experience. French-speaking ability is required.
Requirements
- 2–4 years of onboarding, customer service, or related experience; mid-market account experience is preferred.
- French-speaking ability.
- Strong relationship-building and consultative communication skills.
- Ability to manage multiple stakeholders and serve as a liaison across teams.
- Extensive knowledge of WEX NA Fleet business and systems, including WEXOnline, Siebel, SalesForce, and Google Workspace.
- Skill in conducting online training and coaching customers.
- Analytical and problem-solving capabilities to identify opportunities and risks.
- Knowledge of account and card activation processes.
- Attention to detail and ability to manage complex workflows.
Nice To Haves
- Experience with mid-market accounts.
Responsibilities
- Manage onboarding for mid-market fleets with a high-touch, consultative approach.
- Conduct online training sessions to promote customer adoption of programs and card usage.
- Serve as the liaison between Sales, WEX Bank, and customers during onboarding and the early customer lifecycle.
- Monitor account and card activation status and ensure timely adoption.
- Identify value-added opportunities and potential cross-sell initiatives.
- Build and maintain customer relationships, with regular follow-ups for up to four months after onboarding, to help reduce attrition.
- Assist with problem resolution and escalations to maintain a positive customer experience.
- Support audits, reporting, and process documentation as needed.
- Provide guidance and mentorship to Level I team members when applicable.
- Share customer feedback with product, sales, and support teams to improve the customer experience.
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
- Potential quarterly or annual bonus, depending on role and applicable plan
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
