Basic Purpose: The Implementation Specialist is responsible for guiding members through the fuel application and line of credit setup process, ensuring accurate application completion, coordination with Sales, and successful card activation. This role is highly process-driven and focused on execution, follow-up, and cross-team communication to drive funded and active accounts.
Job Functions:
Handle inbound calls from the queue and assist members in real timeComplete fuel and line of credit applications with members over the phoneCollect and verify Application IDs for all submitted applicationsCreate and manage Salesforce opportunities for Fuel Implementation and FC CreditCommunicate completed applications to Sales, including providing Application IDsGet documents from companies in order to get them approved.Send approval notifications to Sales once applications are approvedSchedul...