Sr. Product Manager, Customer Onboarding & Credit Applications

WEX is a company focused on enabling secure, scalable growth through their digital credit application platform. They are seeking a Senior Product Manager to own the customer onboarding journey for corporate payments, ensuring a seamless user experience while driving customer acquisition and retention.

Responsibilities:

• Own and optimize the end-to-end onboarding journey (UI/UX, field placement, page flows, error handling) for corporate payments
• Partner closely with sales teams to improve the customer onboarding experience and increase conversion rates
• Translate business needs and sales feedback into clear technical requirements for engineering teams
• Drive improvements in automated decisioning to reduce manual review cases
• Manage Salesforce-driven workflows and ensure application data is accessible and actionable for sales teams
• Lead credit portfolio initiatives, including adjudication workflows and credit line reassessment using internal and external data sources
• Design and implement process automation solutions, including Salesforce-based routing and decision logic
• Identify and implement AI-driven opportunities for process optimization and smarter decisioning
• Collaborate cross-functionally with risk, compliance, engineering, and operations teams
• Monitor and improve key metrics related to onboarding, conversion, and customer lifecycle performance

Requirements:

• 5+ years experience in product management or owning end-to-end product/process initiatives
• Minimum 2+ years of hands-on experience with Salesforce, including process automation and workflow configuration
• Experience working closely with sales teams or sales-support functions
• Strong background in financial services, banking, or credit onboarding environments
• Experience gathering requirements, managing UAT, and delivering technical solutions
• Ability to translate business needs into technical requirements and collaborate effectively with engineering teams
• Strong stakeholder management and relationship-building skills
• Excellent communication skills across technical and non-technical audiences
• Ability to operate autonomously and manage competing priorities
• Experience with credit adjudication, underwriting, or credit portfolio management
• Experience working in highly regulated environments (risk, fraud, compliance)
• Experience implementing or leveraging AI/ML for process improvement or decisioning
• Background in sales or experience navigating complex sales stakeholder environments
• Experience scaling onboarding platforms or customer journey optimization