Implementation Specialist - TVC Pro-Driver

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

11d•Onsite

About The Position

The Implementation Specialist is responsible for guiding members through the fuel application and line of credit setup process, ensuring accurate application completion, coordination with Sales, and successful card activation. This role is highly process-driven and focused on execution, follow-up, and cross-team communication to drive funded and active accounts.

Requirements

Strong communication and phone skills
Ability to manage multiple processes and follow structured workflows
Attention to detail with application and data entry accuracy
Experience with CRM systems (Salesforce preferred)
Time management and follow-up discipline
Ability to work in a fast-paced, metrics-driven environment
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 to Sales, including providing Application IDs
Get documents from companies in order to get them approved
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 all activities in Salesforce
Own the application process from initial call through activation
Ensure smooth handoff between Implementation and Sales teams
Drive timely follow-ups to prevent delays in funding and activation
Maintain consistency and adherence to implementation workflows