Financial Product Specialist II – Mid-Market

Motive

. Own assigned Mid-Market customer implementations from post-sales handoff through launch, aligning customer stakeholders, onboarding plans, and milestones .

Posted 11/4/2026full-timeRemote • PakistanMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer onboarding and implementation processes, with a strong focus on achieving measurable outcomes and coordinating cross-functional teams to resolve issues. Proficient in managing multi-stakeholder accounts and translating customer feedback into actionable insights.

Highest-signal resume keywords

Customer Onboarding ManagementCross-Functional LiaisonFinancial Workflow PresentationIssue Resolution CoordinationStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ImplementationSpend Management WorkflowsCard IssuanceTransaction DeclinesReconciliationRisk ManagementFraud PreventionCredit AssessmentDispute ResolutionCustomer Training

Soft Skills

Clear CommunicationProblem SolvingStakeholder AlignmentCustomer Relationship ManagementAdaptability

Industry Keywords

Mid-Market CustomerPost-Sales HandoffOnboarding PlansSpend AdoptionOperational WorkflowsAccount RecordsImplementation InsightsU.S. Export Administration Regulations

About the role

Key responsibilities & impact

Own assigned Mid-Market customer implementations from post-sales handoff through launch, aligning customer stakeholders, onboarding plans, and milestones
Guide customers through card setup, activation, and spend adoption
Coordinate operational and accounting workflows needed for rollout
Monitor onboarding progress and agreed spend goals
Identify at-risk rollouts and coordinate account-level actions to get implementation back on track
Coordinate resolution of customer issues with Support, Product, Risk, Underwriting, Finance, and other partners
Route high-impact or complex escalations through established channels
Maintain clear account records and customer follow-through
Share implementation insights that contribute to pilots and process improvements

Requirements

What you’ll need

3+ years of experience in customer-facing roles such as onboarding or implementation, sales, client operations, financial products, or another complex product or service environment
Experience owning customer onboarding, rollout, adoption, or recovery plans for multi-stakeholder accounts, with attention to measurable customer outcomes
Working knowledge of customer onboarding, training, and spend-management workflows, including card issuance, spend controls, transaction declines, rebates, and reconciliation
Ability to partner on related risk, credit, fraud, underwriting, or dispute issues
Experience leading live customer conversations, including calls, meetings, and product demos
Ability to present product capabilities and financial workflows clearly and concisely
Experience acting as a cross-functional liaison between customers and internal teams
Ability to translate customer goals and feedback into relevant product narratives and aligned actions
Ability to coordinate resolution of customer-impacting issues
Applicant must be authorized to receive and access commodities and technologies controlled under U.S. Export Administration Regulations

Benefits

Comp & perks

Equal opportunity employer committed to a diverse and inclusive workplace
Some interviews or new-hire training sessions may be held in person at one of Motive’s global offices