Financial Product Specialist II (Mid-Market)

The role

You will guide Mid-Market customers through onboarding and early adoption of Motive Card. You will own an assigned portfolio, coordinate implementation from post-sales handoff through launch, and help customers activate cards and configure spend controls.

What you will do

• Own assigned Mid-Market customer implementations from post-sales handoff through launch.
• Align 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.
• 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 to contribute to spend and pilots and process improvements.

Required qualifications

• 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.
• 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.
• Experience presenting product capabilities and financial workflows clearly and concisely.
• Experience acting as a cross-functional liaison between customers and internal teams.

About the company

Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. The Motive platform serves nearly 100,000 customers across various industries.