Implementation Specialist - Bilingual (Punjabi/Hindi)
About The Position
The Implementation Specialist guides members through fuel application and line of credit setup, ensuring applications are completed accurately, coordinating with Sales, and supporting successful card funding and activation. The role owns the application process from the initial call through activation and focuses on execution, follow-up, and cross-team communication to drive funded and active accounts. The specialist handles inbound calls, completes applications over the phone, collects and verifies Application IDs, manages Salesforce opportunities, obtains approval documents, communicates application and approval updates to Sales, and schedules follow-up appointments typically 3–5 days out. The role also tracks activities in Salesforce, confirms card activation, and works to prevent delays in funding and activation. Performance expectations include efficient call handling, accurate and complete submissions, timely Salesforce updates, disciplined follow-up, strong funding and activation outcomes, and effective communication with Sales. Compensation is performance-based and tied to completed applications and funded or activated accounts.
Requirements
- Must be fluent in Punjabi and/or Hindi.
- Strong communication and phone skills.
- Ability to manage multiple processes and follow structured workflows.
- Attention to detail and accuracy in applications and data entry.
- Experience with CRM systems; Salesforce preferred.
- Time management and follow-up discipline.
- Ability to work in a fast-paced, metrics-driven environment.
Nice To Haves
- Experience in financial services, lending, or fuel card programs.
- Previous implementation or onboarding experience.
- Familiarity with credit application processes.
Responsibilities
- Handle inbound calls from the queue and assist members in real time.
- Complete fuel and line of credit applications with members over the phone.
- Collect and verify Application IDs for all submitted applications.
- Create and manage Salesforce opportunities for Fuel Implementation and FC Credit.
- Communicate completed applications and Application IDs to Sales.
- Obtain documents from companies to support their approval.
- Send approval notifications to Sales once applications are approved.
- Schedule follow-up implementation appointments, typically 3–5 days out.
- Conduct follow-up calls to ensure cards are funded and activated.
- Confirm activation status and communicate readiness to Sales.
- Maintain accurate tracking and documentation of activities in Salesforce.
- Own the application process from initial call through activation.
- Ensure a smooth handoff between Implementation and Sales.
- Drive timely follow-ups to prevent delays in funding and activation.
- Maintain consistency and adherence to implementation workflows.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
