Implementation Specialist

Love's Travel Stops & Country Stores•Oklahoma City, OK

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 helping accounts become funded and active. The role owns the application process from the initial call through card activation, manages follow-ups, and maintains accurate activity tracking in Salesforce. Performance-based compensation is tied to completed applications and funded or activated accounts, with incentives aligned to successful implementation outcomes.

Requirements

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 is 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 and assist members in real time.
Complete fuel and line of credit applications with members over the phone.
Collect and verify Application IDs for 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 approval of their applications.
Notify Sales when 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 inform Sales when accounts are ready.
Maintain accurate tracking and documentation of activities in Salesforce.
Own the application process from initial call through activation and ensure a smooth handoff between Implementation and Sales.
Perform timely follow-ups to prevent delays in funding and activation, while following implementation workflows.
Meet expectations for call handling, application accuracy, timely Salesforce updates, follow-up execution, activation and funding success, and communication with Sales.