Sr. Product Manager, Customer Onboarding & Credit Applications

WEX•Chicago, IL

About The Position

About the Team/Role The Guardrails & Growth Systems team at WEX is responsible for enabling secure, scalable growth across the organization by managing the digital credit application (DCA) platform and ensuring appropriate risk, compliance, and fraud guardrails are in place. This team owns the end-to-end onboarding journey for corporate payments customers while also supporting credit portfolio management for existing customers. As a Senior Product Manager, you will own the customer onboarding journey (digital credit application) for corporate payments, including the user interface, application flow, and data ingestion experience. In addition, you will lead credit portfolio initiatives focused on adjudication, credit line management, and ongoing customer lifecycle optimization. This role sits at the intersection of product, sales, risk, and engineering, and plays a critical role in driving both customer acquisition and retention. How you'll make an impact Own and optimize the end-to-end onboarding journey (UI/UX, field placement, page flows, error handling) for corporate payments Partner closely with sales teams to improve the customer onboarding experience and increase conversion rates Translate business needs and sales feedback into clear technical requirements for engineering teams Drive improvements in automated decisioning to reduce manual review cases Manage Salesforce-driven workflows and ensure application data is accessible and actionable for sales teams Lead credit portfolio initiatives, including adjudication workflows and credit line reassessment using internal and external data sources Design and implement process automation solutions, including Salesforce-based routing and decision logic Identify and implement AI-driven opportunities for process optimization and smarter decisioning Collaborate cross-functionally with risk, compliance, engineering, and operations teams Monitor and improve key metrics related to onboarding, conversion, and customer lifecycle performance

Requirements

5+ years experience in product management or owning end-to-end product/process initiatives
Minimum 2+ years of hands-on experience with Salesforce, including process automation and workflow configuration
Experience working closely with sales teams or sales-support functions
Strong background in financial services, banking, or credit onboarding environments
Experience gathering requirements, managing UAT, and delivering technical solutions
Ability to translate business needs into technical requirements and collaborate effectively with engineering teams
Strong stakeholder management and relationship-building skills
Excellent communication skills across technical and non-technical audiences
Ability to operate autonomously and manage competing priorities

Nice To Haves

Experience with credit adjudication, underwriting, or credit portfolio management
Experience working in highly regulated environments (risk, fraud, compliance)
Experience implementing or leveraging AI/ML for process improvement or decisioning
Background in sales or experience navigating complex sales stakeholder environments
Experience scaling onboarding platforms or customer journey optimization

Responsibilities

Own and optimize the end-to-end onboarding journey (UI/UX, field placement, page flows, error handling) for corporate payments
Partner closely with sales teams to improve the customer onboarding experience and increase conversion rates
Translate business needs and sales feedback into clear technical requirements for engineering teams
Drive improvements in automated decisioning to reduce manual review cases
Manage Salesforce-driven workflows and ensure application data is accessible and actionable for sales teams
Lead credit portfolio initiatives, including adjudication workflows and credit line reassessment using internal and external data sources
Design and implement process automation solutions, including Salesforce-based routing and decision logic
Identify and implement AI-driven opportunities for process optimization and smarter decisioning
Collaborate cross-functionally with risk, compliance, engineering, and operations teams
Monitor and improve key metrics related to onboarding, conversion, and customer lifecycle performance