Onboarding Specialist
Core
Lead technical onboarding and activation of new merchants (primarily SMB sellers) for Square's integrated omnichannel solutions, ensuring seamless implementation and value realization.
Role type
Senior Implementation Specialist (Onboarding)
Builds
Integrated omnichannel commerce solutions (POS, inventory, payments, financing) for sellers
Domain
Fintech / Payments / E-commerce
Required skills
Project management, cross-functional collaboration, technical communication, risk management, solution design, data migration, process improvement, stakeholder management, executive presence
Preferred skills
Experience in POS, payments, or technology industry, knowledge of project management methodologies, ability to leverage AI-powered automation
Technologies
Square platform, project management tools, AI-powered automation tools
Responsibilities
Engage with sellers post-sales to support scoping, planning, and solution validation; Advise on and document product capabilities to set clear expectations; Own and manage multiple onboarding projects concurrently; Collaborate with Sales, Account Management, Product, and Engineering; Support data entry and data migration activities; Act as a liaison between sellers and Product teams; Identify process gaps and drive improvements using AI automation; Travel up to 10% for client meetings and hardware installations.
Seniority
Mid-Senior level, hands-on IC