Financial Product Specialist II (Mid-Market)

About the role

Motive is looking for a Financial Product Specialist II (Mid-Market) to guide customers through onboarding and early adoption of its financial products, Motive Card. You will own an assigned portfolio, coordinate implementation from post-sales handoff through launch, and help customers activate cards, configure spend controls and build consistent usage. The role suits an organized, customer-focused specialist who communicates clearly and is curious about financial workflows and spend management.

Key responsibilities

• Own assigned Mid-Market customer implementations from post-sales handoff through launch, aligning 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, routing high-impact escalations through established channels.
• Maintain clear account records and follow-through, and share implementation insights that feed into pilots and process improvements.

Required profile

• 3+ years of experience in customer-facing roles such as onboarding, implementation, sales, client operations or financial products.
• Experience owning customer onboarding, rollout, adoption or recovery plans for multi-stakeholder accounts, with attention to measurable outcomes.
• Experience leading live customer conversations, including calls, meetings and product demos, and presenting product capabilities and financial workflows clearly.
• Experience acting as a cross-functional liaison between customers and internal teams, translating customer goals and feedback into product narratives and aligned actions.

Required skills

• Working knowledge of 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.