About this role
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. 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