Fleet Card Operations Coordinator

SCOPE:

As a Fleet Card Operations Coordinator, you are a crucial member of Christensen’s Fleet Card Operations team, supporting seamless card production, efficient customer onboarding, and accurate issue resolution. Your role ensures organized and efficient customer-facing and back-office operations while actively participating in annual and quarterly projects, such as governmental compliance, system efficiency enhancements, and data analysis tasks. 

Your time will be spent in-office managing customer onboarding, assisting in production efforts, and performing essential morning systems processes to support operational excellence. By aligning your work with Christensen’s annual goals of EBITA, Volume Growth, eNPS, cNPS, Projects and Common Systems, and TAPS, you contribute directly to the organization’s success while driving personal and professional growth. 

Through Christensen’s TAP (Talent Advancement Program) initiatives and rigorous goal-setting framework, you will have the opportunity to expand your expertise within a supportive, growth-oriented environment. 

SIGNIFICANT ACTIVITIES & DELIVERABLES

Customer Onboarding: 

• Manage the customer onboarding process by maintaining ongoing communication, tools, resources and processes in place. 
• Work with the Sales team for accuracy and timeliness for all onboardings. 
• Maintain and update production-centered training documentation, including Job Aids, Training Schedules. 

Weekley Responsibilities

• Process invoices for the FleetCard and Cardlock teams with precision to support financial goals. 
• Work with Christensen's Cardlock team to address technical challenges, audit financials, and assist with projects.  

Project Involvement

• Participate in annual and quarterly projects, with a focus on: 
• Ensuring compliance with governmental regulations. 
• Enhancing system efficiencies for FleetCard and Cardlock platforms. 
• Supporting Cardlock-related tasks and special projects as required. 
• Collaborate with internal teams to identify and implement innovative process improvement

Team Collaboration

• Serve as a backup for processing card network errors and assisting with customer onboarding. 
• Attend key meetings with FleetCard Operations, Sales, Customer Care, and customers to share updates and insights. 
• Maintain and update Standard Operating Procedures (SOPs) and Job Aids to reflect the latest processes and best practices. 

LEADERSHIP & TEAM REACH

• Understand and live our Core Values

SKILLS & QUALIFICATIONS

Technical Skills: 

• Proficient in Microsoft Office Suite, including Teams, Word, PowerPoint, SharePoint, and Excel. 
• Experience with CRM platforms such as Salesforce preferred 
• Experience with Project Management platforms or systems (Trello, Orchestra, Monday) 
• Accounting and reporting systems experience preferred (Trinium, DM2, other) 
• CFN / Pac Pride / Voyager or other network experience preferred 

Experience and Abilities: <