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The Customer Onboarding Specialist I focuses primarily on the Micro and Small Fleet segment, where many core onboarding processes are automated. This role manages queues, email journeys, early engagement campaigns, and supports fleet enrollment and activations, ensuring a positive customer experience and early lifecycle success.
Key Responsibilities
Manage SalesForce queues, customer application process, and declines
Monitor and nurture early engagement through automation emails and shared inbox correspondence with Sales reps
Support fleet enrollment and pending activation efforts
Execute account setup and data validation with high accuracy
Educate customers on basic program features and functionality during onboarding interactions
Identify and escalate issues that may impact the customer experience
Partner with Sales and internal teams to ensure smooth onboarding transitions
Deliver high-quality customer service while managing onboarding timelines and expectations
Core Skills & Qualifications -
Strong customer service orientation
Effective verbal and written communication skills
Attention to detail and accuracy
Basic problem-solving abilities
Time management and organizational skills
Ability to handle customer objections and questions with confidence
Familiarity with CRM and onboarding tools (Salesforce, Siebel, Genesys)
Proficiency in Microsoft Office Suite and Google Workspace
Success Profile
Ensures timely and accurate onboarding for Micro and Small Fleet customers
Demonstrates accuracy and quality in managing automated and manual workflows
Builds confidence in customer interactions
Develops foundational product and process knowledge
0–2 years of customer service, onboarding, or related experience
Customer Onboarding Specialist I – Micro & Small Fleet Focus
The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.Pay Range: $22.00 - $28.50 Originally posted on Himalayas
