Implementation Specialist

About This Role

This role guides members through the fuel application and line of credit setup process, ensuring accurate application completion, coordination with Sales, and successful card activation. It is highly process-driven and focuses on execution, follow-up, and cross-team communication to drive funded and active accounts.

Responsibilities

• Handle inbound calls from the queue and assist members in real time
• Complete fuel and line of credit applications with members over the phone
• Collect and verify Application IDs for all submitted applications
• Create and manage Salesforce opportunities for Fuel Implementation and FC Credit
• Communicate completed applications to Sales, including providing Application IDs
• Get documents from companies in order to get them approved
• Send approval notifications to Sales once applications are approved
• Schedule follow-up implementation appointments (typically 3–5 days out)
• Conduct follow-up calls to ensure cards are funded and activated
• Confirm activation status and communicate readiness to Sales
• Maintain accurate tracking and documentation of all activities in Salesforce
• Own the application process from initial call through activation
• Ensure smooth handoff between Implementation and Sales teams
• Drive timely follow-ups to prevent delays in funding and activation
• Maintain consistency and adherence to implementation workflows

Requirements

• Strong communication and phone skills
• Ability to manage multiple processes and follow structured workflows
• Attention to detail with application and data entry accuracy
• Experience with CRM systems (Salesforce preferred)
• Time management and follow-up discipline
• Ability to work in a fast-paced, metrics-driven environment

Nice to have:

• Experience in financial services, lending, or fuel card programs
• Previous implementation or onboarding experience
• Familiarity with credit application processes

Benefits

• Performance-based compensation tied to completed applications and funded/activated accounts
• Incentives aligned with successful implementation outcomes

About the Company

Fueling customers' journeys since 1964, this family-owned and operated business is headquartered in Oklahoma City. With nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Giving back to communities and an inclusive workplace are hallmarks of the award-winning culture.