Guide commercial fleets through onboarding and platform adoption in a remote role focused on spend management.
Posted by employer 2 days ago
First seen on Joblaze 1 day ago
Last verified on the company career page 1 day ago
Skills & Technologies
What you'll build
- Manage a dedicated portfolio of commercial fleet accounts
- Conduct live video consultations with fleet executives
- Help customers build proactive security frameworks
- Monitor account health data daily
- Gather real-world user feedback during onboarding calls
Must have
- 3+ years of experience in customer-facing implementation
- Experience managing a B2B portfolio
- Hands-on experience with business software setups
- Proficiency using modern data and customer success tools
Requirements
- Experience
- 3+ years
- Visa
- No sponsorship (stated in posting)
Not disclosed in this posting: compensation.
Joblaze summary
In the role of Financial Product Specialist II at Motive, the individual manages a portfolio of commercial fleet accounts, guiding them through the onboarding process to ensure effective platform adoption. Key skills include experience with B2B software implementations and proficiency in tools like Salesforce and Tableau for monitoring account health. This position is well-suited for someone with a background in customer success or technical support, particularly those who excel in relationship management and problem-solving. The role also involves collaborating with engineering teams to address complex integration challenges.
Joblaze insights
- Listed yesterday — first seen on Joblaze November 14, 2026. Last confirmed on Motive's careers page November 14, 2026.
Quick facts
- Is the Financial Product Specialist II role remote?
- Yes — Motive lists this as a fully remote position.
- How much experience is required?
- At least 3 years of relevant experience for this Financial Product Specialist II role.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: Hex, NetSuite, QuickBooks, Retool, SAP, Salesforce.
- What seniority level is this role?
- Motive targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Financial Product Specialist II role at Motive.
From the original posting
Who we are:
Visit gomotive.com to learn more.
About the Role:
As a Financial Product Specialist II (CMRL), you are the strategic guide helping new commercial fleets navigate their initial launch and master our spend management ecosystem. Managing your own dedicated portfolio of accounts, you will lead the implementation lifecycle immediately following the sales handoff to ensure a seamless kickoff. Your day-to-day focus is on driving platform adoption, ensuring fleet owners successfully deploy cards, establish automated spending limits, and integrate our data into their daily habits.
You will act as the bridge between our customers and internal engineering teams, sorting out daily setup hurdles, keeping rollout timelines on track, and translating client feedback into actionable product updates. This position calls for a highly structured, relationship-driven problem solver who explains tech simply and enjoys diving into fleet logistics and corporate financial streams. While you will tackle standard configuration tasks independently, you will collaborate with technical teams to escalate complex software roadblocks. Over time, as your platform mastery grows, you will step up to manage our largest enterprise clients and pioneer new onboarding frameworks for the team.
What You’ll Do:
- Own the Onboarding Journey: Manage a dedicated portfolio of commercial fleet accounts, leading them step-by-step from the initial sales handoff through a smooth platform launch.
- Run Dashboard Walkthroughs: Conduct live, high-touch video consultations with fleet executives to teach them how to navigate their data, unlock cost savings, and track usage metrics.
- Configure Card Controls: Help customers build proactive security frameworks by setting up custom spending limits, banking links, and geofenced fraud protections.
- Drive Platform Adoption: Monitor account health data daily to proactively spot struggling accounts, eliminate rollout friction, and ensure drivers are actively utilizing their cards.
- Bridge Tech & Support: Act as the primary point of contact for routine setup questions, while collaborating with internal engineering teams to escalate and resolve complex API or ERP integration bugs.
- Influence the Product: Gather real-world user feedback during onboarding calls and partner with Motive’s product teams to help shape the future of our spend management ecosystem.
What We’re Looking For:
- 3+ years of experience in customer-facing implementation, post-sales customer success, account management, or high-touch technical support.
- Experience managing a B2B portfolio, successfully guiding corporate clients through multi-week software onboarding lifecycles from kick-off to launch.
- Hands-on experience with business software setups, including configuring user permissions, linking corporate bank accounts, or working with ERP/accounting platforms (such as NetSuite, SAP, or QuickBooks).
- Proficiency using modern data and customer success tools (such as Tableau, Salesforce, Retool, Hex, or Zendesk) to monitor account metrics and track user health.
Creating a diverse and inclusive workplace is one of Motive's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.
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Standard company text repeated across Motive's postings is omitted here.