Financial Product Specialist II (Commercial Fleet Onboarding)

About the role

Motive helps commercial fleets manage their drivers, vehicles, equipment and fleet-related spend in one system, powered by AI. As a Financial Product Specialist II (CMRL), you guide new commercial fleets through their initial launch and help them master the spend management ecosystem. You manage a dedicated portfolio of accounts, leading the implementation after the sales handoff, and act as the bridge between customers and internal engineering teams.

Key responsibilities

• Manage a dedicated portfolio of commercial fleet accounts from the sales handoff through a smooth platform launch.
• Run live, high-touch video walkthroughs with fleet executives to show them how to use their data, save costs and track usage metrics.
• Help customers set up custom spending limits, banking links and geofenced fraud protections.
• Monitor account health daily to spot struggling accounts early and keep drivers actively using their cards.
• Be the main contact for routine setup questions and escalate complex API or ERP integration issues with engineering teams.
• Gather user feedback during onboarding calls and share it with the product teams.

Required profile

• 3+ years of experience in customer-facing implementation, post-sales customer success, account management or high-touch technical support.
• Experience managing a B2B portfolio and guiding corporate clients through multi-week software onboarding.
• Hands-on experience setting up business software, such as configuring user permissions, linking corporate bank accounts or working with ERP/accounting platforms.
• Ability to explain technology simply and enjoy fleet logistics and corporate finance topics.

Required skills

• Business software setup and ERP/accounting platform experience (e.g. NetSuite, SAP, QuickBooks).
• Data and customer success tools such as Tableau, Salesforce, Retool, Hex or Zendesk.