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Motive - Financial Product Specialist II (Mid-Market)

Remote - Pakistan2d ago

Remote Mid APAC Financial Risk Specialist Customer Onboarding Mid-Market Product Marketing Customer Training Client Onboarding

Requirements

• 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-and presenting product capabilities and financial workflows clearly and concisely • Experience acting as a cross-functional liaison between customers and internal teams, translating customer goals and feedback into relevant product narratives and aligned actions, and coordinating resolution of customer-impacting issues.

Responsibilities

• 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, coordinating the 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, and share implementation insights that contribute spend and into pilots and process improvements.