Customer Onboarding Specialist I -French/English Speaking
- Hiring from
- United States
- Work type
- Remote
- Posted
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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
Task / Responsibility
% Time
Manage Salesforce queues, customer applications, declines
20%
Monitor and nurture early engagement campaigns, shared inbox correspondence
20%
Support fleet enrollment and pending activation efforts
15%
Execute account setup and data validation with high accuracy
15%
Educate customers on basic program features during onboarding
10%
Identify and escalate issues impacting customer experience
5%
Partner with Sales/internal teams for smooth transitions
5%
Deliver high-quality customer service, manage onboarding timelines
10%
About Us
WEX is a global commerce platform that helps businesses solve for operational complexities like employee benefits, managing and mobilizing fleets, and streamlining payments.
With over 6,500 employees, we work with large and small companies in more than 200 countries and territories, and can tailor our services to meet the unique needs of their businesses.
We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry. Offering comprehensive and market competitive benefits, our offerings are designed to support your personal and professional well-being. If you’re looking for a growing career - come be part of WEX today. To learn more about our employee benefits, please click here.
WEX is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status. WEX promotes a drug-free workplace.
Qualified individuals with a disability have the right to request a reasonable accommodation. If you require a reasonable accommodation as a result of your disability at any point in the job application process, please submit your request through our Reasonable Accommodation Request Form.
This form is for accommodation requests only and cannot be used to inquire about the status of applications.