What We NeedCorpay is currently looking to hire an Account Configuration Team Lead. In this role, the Account Configuration Team Lead will support the day-to-day execution of customer account configuration, onboarding, and training activities while serving as a senior resource and escalation point for the Account Configuration Group.
The Account Configuration Team Lead will help ensure customers can successfully adopt and use the products they purchase by supporting accurate backend configuration, validating customer setup requirements, assisting with case prioritization, and helping team members resolve configuration or onboarding issues. This role works closely with internal product, support, implementation, operations, and project management teams to ensure a smooth onboarding experience and timely customer setup.
In addition to completing account configuration work, this role will help delegate incoming case work, monitor queue health, support quality assurance, coach team members, and identify opportunities to improve ACG processes, documentation, and training standards.
How We WorkAs an Account Configuration Team Lead, you will be expected to work in a remote environment. Corpay will set you up for success by providing:
- Company-issued equipment
- Formal, hands-on training
Role ResponsibilitiesThe responsibilities of the role will include:
- Gathering, verifying, and validating customer information needed for account setup
- Reviewing incoming customer configuration requests to confirm required documentation, setup templates, customer data, banking information, and implementation details are complete before work begins
- Entering, configuring, and updating customer data within backend systems
- Ensuring seamless integrations and proper system setup for customer accounts
- Delegating and prioritizing ACG case work based on queue volume, case complexity, customer urgency, team capacity, and implementation timelines
- Serving as a first point of escalation for ACG team members, project managers, and internal partners when configuration questions, documentation gaps, system issues, or process blockers arise
- Supporting quality assurance by reviewing completed configuration work, identifying errors or gaps, providing feedback, and helping ensure corrective action is completed before go-live
- Monitoring case progression through the appropriate workflow stages and helping ensure cases are moved forward accurately and on time
- Conducting live training sessions focused on product usage, workflows, and best practices
- Supporting customer Readiness Reviews and go-live activities by helping validate setup, configuration, workflow, banking, and remittance requirements
- Collaborating with internal teams to resolve configuration issues and optimize onboarding processes
- Coaching and mentoring ACG team members by answering process questions, sharing best practices, and supporting team development
- Maintaining detailed documentation of configurations, customer interactions, process decisions, and escalation outcomes
- Identifying recurring configuration issues, documentation gaps, training needs, or process improvement opportunities and escalating recommendations to leadership
- Acting as a backup resource for complex account configuration work when needed
- Promoting a collaborative, accountable, and customer-focused team environment
Qualifications & Skills- Minimum of 2 years of relevant experience in account configuration, onboarding, payments, implementation, operations, or a related field
- Prior experience with Corpay products, systems, workflows, or customer setup processes preferred
- Strong understanding of account configuration, onboarding workflows, customer training processes, and backend system setup
- Demonstrated ability to prioritize work, manage multiple cases, and support timely resolution of customer or internal issues
- Ability to serve as a peer leader, escalation point, and trusted resource for team members
- Strong attention to detail and accuracy in data input, documentation, and configuration work
- Experience with system integrations or AP payments
- Ability to deliver engaging and structured live training sessions
- Excellent communication, organizational, and problem-solving skills
- Ability to collaborate effectively with product, support, implementation, operations, project management, and leadership teams
- Technical background or experience with payment automation solutions
- Familiarity with financial systems, SaaS platforms, CRM tools, ticketing systems, or backend configuration systems
- Ability to identify process gaps, recommend improvements, and support adoption of new workflow standards
- Comfortable working through ambiguity, competing priorities, and escalations in a professional and solution-oriented manner
Key Attributes of the Ideal CandidateThe ideal candidate is:
- A trusted senior resource for the ACG team
- Highly organized and able to balance case work, queue management, escalations, and training responsibilities
- Detail-oriented and committed to accurate customer setup
- Comfortable making prioritization decisions and explaining the reasoning behind them
- A strong communicator who can work effectively with team members, project managers, internal partners, and customers
- A natural coach who helps others learn and grow
- Solution-oriented when blockers, unclear requirements, or process gaps arise
- Confident enough to challenge incomplete documentation or unclear requests while remaining professional and collaborative
- Able to take ownership of issues and follow them through to resolution
- Focused on customer readiness, team success, and continuous improvement
Benefits & Perks- Comprehensive Benefits Package including Medical, Dental, Vision and Paramedical benefits, as of day one
- Optional company match RRSP program
- Virtual fitness classes offered company-wide
- Time-off including major holidays, vacation, sick, personal, and volunteer time
- Discounted gym membership rate
- Philanthropic support with both local and national organizations
- Fun culture with company-wide contests and prizes
