Sr. Product Manager, Customer Onboarding & Credit Applications

WEX is a company focused on enabling secure and scalable growth through its digital credit application platform. The Senior Product Manager will own the customer onboarding journey for corporate payments and lead initiatives in credit portfolio management to enhance 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