Financial Product Specialist II

Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a single system. Combined with industry leading AI, the Motive platform gives you complete visibility and control, and significantly reduces manual workloads by automating and simplifying tasks.

Motive serves nearly 100,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector.

Visit gomotive.com to learn more.

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.

• →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.

• 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.