Implementation Specialist

Who we are…

We are Payactiv, a FinTech company in the heart of Silicon Valley, devoted to giving workers access to their earned wages when they need them. Payactiv is the pioneer and industry leader in Earned Wage Access. We are the only Certified B Corporation and Public Benefit Corporation in our industry. Our app provides millions with financial services that help them avoid debt, manage their finances, and regain flexibility to pay for things on their own schedule.

In this role, based in our Milpitas, CA office you would work closely with our clients to facilitate the App onboarding process. You will collaborate closely with our sales, account management, and engineering teams.

What you'll do...

● Exhibit ownership of onboarding experience and client satisfaction

● Manage clear expectations and understanding by establishing clear timelines and

managing documentation requirements

● Ownership of internal communication and status updates

● Diligent awareness of risks in our processes in a timely manner

● Ownership, escalation, and resolution of risk issues when they occur in a timely manner

● Proactively anticipates client(s) needs and assesses risk

● Maintain up-to-date records of all assigned accounts (Salesforce)

● Perform onboarding and follow-up calls with employers, at least once a week.

● Assist in sales calls (if requested), to explain the activation and onboarding process

● Communicate requirements to the engineering team

● Work in sync with the account management team

What you need...

● Minimum two years of relevant experience

● Extremely organized (ability to keep projects on task and moving forward).

● High energy, self-motivated, and has a positive outlook on situations.

● Project Management experience, including the use of project plans and issue logs

● Time management and organizational skills

● Strong verbal and written communication skills

● Strong organizational skills while managing multiple tasks or projects

● Software troubleshooting experience

● Ability to work as part of a cross-functional team

● Detailed-Oriented and consistently delivers high-quality results

● Intermediate problem-solving and conflict-resolution skills

●  Excellent experience with Microsoft Office (Proficient in Excel).

● Salesforce experience preferred 

● Proficient with MAC and Windows.

What we offer:

· Health, dental and vision insurance

· 401K, traditional and Roth

· Tuition Assistance or Tuition Reimbursement

· Monthly Gym Reimbursement

· Paid time off to volunteer

· Paid Family Leave (California)

· Paid Vacations

· Complimentary office lunches

· Opportunity to grow

· Opportunity to work with a great team committed to making a difference.