Junior Implementation Specialist

PEX•New York, NY

4d•$60,000 - $65,000•Remote

About The Position

The Implementation Specialist is one of the founding team members in our new Implementation team and will play a key role in accelerating new customers to go live on the PEX platform. This is a junior, hands-on position focused on execution, learning, and building strong operational foundations. You will work directly with new customers to order cards, configure spend rules, fund accounts, and ensure they are able to start spending quickly and confidently. You will also help shape the future of our onboarding experience by documenting workflows, identifying friction points, and improving how we support customers at scale. This role will work closely with our Customer Success team to support strategic accounts that require additional implementation and technical coordination. You will help remove adoption barriers, align stakeholders, and ensure complex setups are executed smoothly to drive long term growth and deeper product usage.

Requirements

1-3 years of experience in customer support, onboarding, operations, or ability to demonstrate success in a related role
Strong organizational and time management skills with the ability to manage multiple priorities
Excellent written and verbal communication skills
Strong operational discipline with high attention to detail and strong follow through
Comfortable learning new tools and systems quickly
Customer focused mindset with a desire to help clients succeed
Ability to work effectively in a growing and evolving environment
Experience in fintech, SaaS, or payments
Familiarity with corporate card programs or expense management tools
Experience using Salesforce or other CRM platforms
Experience with monday.com
Proficiency in Excel and Google Sheets

Responsibilities

Support the end to end onboarding of new customers and help ensure a smooth and timely launch
Guide customers through platform setup including ordering cards, configuring spend controls, funding accounts, and preparing to transact
Track onboarding progress, timelines, and outstanding tasks across multiple customer implementations
Communicate clearly with customers through email, phone, and screen share sessions
Partner with Sales, Customer Success, Risk, and Support teams to remove obstacles and keep implementations on track
Become a subject matter expert on the PEX platform and best practices
Identify patterns, gaps, or recurring issues in onboarding and suggest improvements
Help document and refine processes, templates, and implementation playbooks